Merging Vendor Records

Occasionally there may be times where Vendor Records may need to be merged.  To do so, follow the steps below:

This process cannot be done from a mobile device.

Step 1.

After logging into your ManagerPlus account, click on the Options tab in the ribbon on main page.

Step 2.

Click on the  User Management icon.

Step 3.

Click on the  Module Settings icon.

Step 4.

Click on the Manage Roles line, underneath the Lookups menu.

Step 5.

A pop-up menu will appear with the different Roles listed.  Select the desired profile, then double click to open the Security Roles Lookup for that Role.

Step 6.

Click on the  Edit icon for the Vendors option.

Step 7.

Under the Vendors Options/Permission column, select the Allow Vendor Merge box, then select OK.

Step 8.

Select the Modules tab, then select the  Vendors icon.

Step 9.

Right click on the Vendor you want to merge with another vendor and select Merge Into.  

Step 10.

From the contact list, select the Vendor that you want to merge the previous vendor with. then click OK.

Step 11.

A confirmation pop-up window will ask you to confirm the merge.  Click on OK and the merge is complete.

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