Merging customers allows you to combine customer names inside of RPM. The most common use case for this, is when you have a customer under a certain name, and the TSD/Supplier has it under a different name. You can merge the customers to be under the name you have on file.
Top menu >> Customers
The merge feature in RPM can be used for 2 different purposes:
Name cleanup: choose this option when you have 2 or more of the exact same customers but the supplier(s) have spelled the name different (eg: ABC Company – ABC Company inc.). The merge feature allows you to cleanup your customer database by merging them together. All information will be merged together, information such as: contacts, orders, accounts can now be found under one name.
Location merge: choose this option when you have a customer that has multiple locations and you would like to house all the accounts and information together on the customer page. When you choose the location merge RPM will ask you to choose a master customer and will create all the other locations under the Location tab on the customer page.
At the bottom of this page there is a video tutorial available that shows you how this works!
Name cleanup
Click the More menu at the top, then click Merge on the customer page.
A video tutorial is available in the merge menu, For the merge type: select Name cleanup.
You have 2 options to add the customers you would like to merge:
1. + Add list: This will allow you to paste in the customers from excel (prior to merging you can download your entire customer list in excel).
2. Add single: You can enter the names of the locations 1 by 1 to add them to the list of customers your would like to merge.
1. + Add list
Paste your customers in the box and click Next when done
You can select the Master customer: this is the customer that will remain, the other customers will be merged into it.
Click Next when done.
Click Next when ready to move to the next stage.
Summary page of what is merged.
Click Merge when ready.
2. Add single:
Enter the names 1 by 1 in the text box to the right of Add single.
This page will show you if there are any conflicts with custom fields, meaning that if you have a custom field with values in it for 1 or more of the customers you are merging.
Click Next when ready to move to the next stage.
Summary page of what is merged.
Click Merge when ready.
Location merge
Click the More menu at the top, then click Merge on the Customer page
Select Location merge.
You have 2 options to add the customers you would like to merge:
1. + Add list: This will allow you to paste in the customers from excel (prior to merging you can download your entire customer list in excel).
2. Add single: You can enter the names of the locations 1 by 1 to add them to the list of customers your would like to merge.
1. + Add list
Paste your customers in the box and click Next when done
You can select the Master customer: this is the customer that will remain, the other customers will be merged into it.
Click Next when done.
This page will show you if there are any conflicts with custom fields, meaning that if you have a custom field with values in it for 1 or more of the customers you are merging.
Click Next when ready to move to the next stage.
Summary page of what is merged.
Click Merge when ready.
2. Add single:
Enter the names 1 by 1 in the text box to the right of Add single.
This page will show you if there are any conflicts with custom fields, meaning that if you have a custom field with values in it for 1 or more of the customers you are merging.
Click Next when ready to move to the next stage.
Summary page of what is merged.
Click Merge when ready.
See also: