Merge Records - Documents Affected

This information applies to the Documents Affected confirmation window displayed when merging items, customers, or vendors.

What's Important about this window?

When merging items, customers, or vendors. and the record to be removed is included on previously made documents, this window lists the number of various documents that will be affected.

- The removed item, customer, or vendor is replaced with the retained item, customer, or vendor on all documents appearing in this list.

- The history of the removed record is merged with the history of the retained record.

- If a removed item has a different average unit cost than the retained item, Point of Sale generates an adjustment memo to update your current inventory value. Item cost, as recorded on the original history documents, is not recalculated.

- (Pro) If merging assembly or group items, and the removed item is also a component item of another assembly or group, it is replaced in that assembly or group with the retained item. The confirmation window will include a list of affected assembly or group items.

- (Pro) Updated item, customer, or vendor records are sent to the remote store(s). However, history documents sent from a remote store to Headquarters that are updated as a result of a merge at Headquarters are not sent back to the remote store. The remote store history will continue to reflect the records in place at the time the original document was made.

- Updated documents resulting from a merge in Point of Sale are not resent to QuickBooks financial software and customer and vendor records in QuickBooks are not merged, though you do have the option of deleting or making them inactive in QuickBooks (recommended). All new transactions will be recorded in QuickBooks for the customer or vendor you selected to keep.