Merge customers, suppliers

Many times we have double and triple customers and suppliers on the database. This feature merge them and integrated, correlated with the corresponding documents.

Click on customers/suppliers->Menu (Top right)->Edit->Merge duplicate entries
or activate it so that when customers are imported from e-shop they are merged, on
Settings->E-shop connection->Customers check. In this case you can apply it per customer.

1. Comparison is made with priority:
   • IF COMPANY AND LAST NAME EXIST a search is made for them, otherwise
   • IF THERE IS A NAME AND SURNAME, a search is made for them, otherwise
   • IF THERE IS ONLY A SURNAME, a search is made for them, otherwise
   • IF THERE IS ONLY A COMPANY NAME, a search is made for them
2. The comparison only goes on if there is a last company name or surname otherwise no action is taken.
3. Then the following is searched if they are completed:
   • VAT number
   • NAME
   • ADDRESS
   • REGION
4. At this point if there is no Company name and First Name and Last Name, no action is taken.
5. Then the fields are replaced only if they are empty:
   • NAME
   • SURNAME
   • COMPANY
   • ADDRESS
   • REGION
   • ZIP
   • PO BOX
   • VAT NUMBER
   • TAX OFFICE
   • CITY
6. And added, if there is no content or if there is a split by comma:
   • TELEPHONE
   • MOBILE
   • EMAIL
   • NOTES
7. Finally
   • CHANGES ON PURCHASES/SALES DOCUMENTS
   • DELETION OF CUSTOMER/SUPPLIER