Merging contact/company

Merging contact/company

You can merge contacts (or companies). Here is how you can go about it:

  • In the Tools menu.
  • Select Merge contact/company.
  • In the merge window, you must select 2 contacts.
    • 1 st field: you must select the contact that you wish to merge and subsequently delete.
    • 2 nd field: you must enter the contact that you wish to merge and will absorb the to-be-deleted contact.
  • Click on the Merge button.

During the merge, all the information related to your client, including addresses, invoices, totals for credit lines and store credit will transfer into the contact.

A merged client can not be reactivated. Please double check that you are selecting the proper contacts for each field. If the wrong contact ends up deleted, you will have to recreate it and start their invoice history over.

Please note that it's impossible to merge an Alice POS user or a company that is part of your network. We have blocked this functionality to prevent accidental deletion.

    • Related Articles

    • Editing Your Company Information

      If you ever need to modify the information related to a company, here's how to proceed: Click on the Contact module icon. Click on Company. Search for your company and double-click on your company name. The Edit company window will prompt and from ...
    • How to Create a Company

      Go into the Contact module. Select the Company radio button. Click the Add a company icon. The Add company window will be displayed. Select the type of company: public or private. Determine if this is your Company's quick sale customer. Company name. ...
    • In-Depth Overview of the Contact Module

      Top Screen Buttons A menu that allows you to manage customers, view the selected customer's picture and refresh the list. Contact allows you to view customers while Company allows you to view companies. Add a contact.  Edit contact. Copy contact. ...
    • How to Delete a Company

      Go to the Contact/Co. module. Select Company. Search the contact to delete. Select it. Click on the Delete contact icon.
    • How to Search a Company

      In the Contact module, select the Company radio button and enter the company name in the search bar. In the Invoice module, find the company using the search field under Customer. Then, click on the Go to contact in the bottom left corner.