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