How to merge duplicates

How to merge duplicates

Summary

It is possible to merge duplicates and a single customer/vendor in ALIX. This transfers all existing transactions to the chosen target customer/vendor and inactivates all other customers/vendors.



 Merge duplicates


  1. Go either to Sales -> Customers or Purchases -> Vendors.


    OR



  1. In the list, check the customers/vendors to merge.
  2. Click on "Merge Contact" at the top of the list.

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  1. Select the master contact. The master contact will be the one that remains active and inherits all existing transactions. Other contacts will be marked as inactive.

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  1. Click on "Confirm".




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