Consolidate Customers

When Customers are bought out or merged, you will need to combine their Customer records. The Consolidate Customers screen makes it easy.

1. Go to the Consolidate Customers screen

   1. A/R>Customers>Consolidate Customers

2. Enter the Customer # that will not exist after the merge

   1. Consolidate This customer field

3. Then enter the Customer # that will be left after the merge

   1. Into this customer field

4. Consolidate the Customers

   1. Hit the “Consolidate Customers” button

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