Before adding a new customer, it is advisable to perform a quick search to see if one already exists. For one reason or another, it sometimes happens that you end up with two records for the same customer. In such situations, you can merge one customer record with another. As a result, all transaction data, related documents, and company contacts will be combined into a single customer record.
Warning: This action is irreversible. Use with caution.
In the Point of Sale, you can access the client profile by clicking the blue pencil icon next to the Client name.
Click the Merge with another record button at the bottom left, next to the key icon.
Select the client record to merge with the primary client record. In other words, the primary client is the one you wish to keep.
Confirm your action, and you’re done.
Comments
Article is closed for comments.