How to merge customers


Merge multiple customers into one single customer


Vend for Mac or PC


All sales from one customer need to be reallocated to another customer. Once all sales are reassigned, the customer with no associated sales can be deleted. 

Reallocating sales:

  1. Navigate to Sales Ledger
  2. Find sale associated to customer that needs to be merged into another customer
  3. Click the sale to expand it
  4. Click Edit Sale
  5. Under the 'Customer name' field, search for the customer that the sale should be associated with
  6. Select the customer from the drop-down menu
  7. Click Save
  8. Repeat steps 1-7 until all sales have been reallocated

Note: Moving sales from one customer to another will not adjust the loyalty. Once you have merged your customer to the correct sale, please click here to see how to adjust the loyalty balance.

Deleting the customer:

  1. Navigate to Customers
  2. Search for the customer that needs to be deleted
  3. Click Edit Customer
  4. Click Delete Customer