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How to Merge Models

Updated over 3 weeks ago

Occasionally you may find a model has been entered twice by mistake. The best way to handle that is to merge the two models. You will need the merge permission in order to perform this task.

  1. Click on the Menu icon

  2. Click on the Inventory menu option

  3. Search for the model you would like to keep

4. Click the Merge button

5. Search for the duplicate model and select it

The final step will ask you confirm the merge - Note: confirm the stock information on each so you are sure you have the correct information. Any Purchase orders, sales orders and on hand models from the Bad model will update to the Good model number (on the right). The Bad model (on the left) will be Marked as obsolete.

6. Choose the option to merge the models

7. Once the merge is done, you will see a success confirmation message in the lower left corner of your screen

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