Merge Customers

OBJECTIVE

The Merge Customers function is used to merge all transactions linking one customer code to another.

 

PREREQUISITE

• Customer Management

 

steps

maestro* > Maintenance > General Maintenance > Master Files > Merge Customers

 

Merging Two Customers

1. Enter the required information:

Field	Description
Source	Code of the customer to be merged. NOTE: This customer record will be removed from the system.
Description	Description of the customer code entered in the Source field.
Target	Customer code to which all transactions will be transferred.
Description	Description of the customer code entered in the Target field.

2. Click Merge.

 

See also

• How To - Merge Customers, Suppliers, Contacts, or Inventory Codes

 

Last modification: September 20, 2024