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  1. Online Guide
  2. Customers & Users

Merge Customers

At times, you might encounter a duplicate customer account, typically when an individual customer registers in the store and forgets or is unaware of the customer reference code to link their account to another within the same organisation. This tool enables you to effectively handle such accounts by allowing you to merge two (or more) customers into one. This process consolidates all data and users into a single customer entry instead of having multiple separate entries.

Function

What it does

To

Select the customer you want to merge your customers with.

All other customers with the same customer number

Selects all other customers with the same customer number.

Funtion

What it does

Remove

Remove the selected customer after the merge.

Move all orders

Move all orders, which are linked to the customer, to the new customer.

Move all users

Move all users connected to the customer to the new customer.

Move all addresses

Move all delivery and invoice addresses linked to the old customer.

Move all pricing logic

Move all pricing logic that is linked to the old customer.

Move all filters

Move all filters, which are linked to the customer, to the new customer.

Move all contract assortments

Move all contract assortments, which are linked to the customer, to the new customer.

Move all products

Move all products, which are linked to the customer, to the new customer.

Move all product packages

Move all product packages, which are linked to the customer, to the new customer.

Move all delivery methods

Move all delivery methods, which are linked to the customer, to the new customer.

Move all profiles

Move all profiling, which is linked to the customer, to the new customer.

Move all profiling categories

Move all profiling categories, which are linked to the customer, to the new customer.

Function

What it does

From

Select the customer you want to move the date from and merge with the "To" option selected above.

Function

What it does

Remove

Allows to delete a customer

Last updated 6 months ago