Merge Vendors

WebSmart prevents the entry of duplicate vendors. However, duplicate vendors may have been converted into the system from a previous system, and sometimes the same vendor is entered with a slightly different spelling or punctuation.

How does the merge work?

• WebSmart will retain the vendor that's open at the time you choose to merge other vendors.

• All transactional history is merged into the active vendor.

• When there are duplicate invoices in the vendors to be merged, you can choose to mark these invoices with an asterisk (*).

IMPORTANT: The merge action is irreversible. Make certain the vendors are indeed duplicates before merging.

Merge vendors

1. Select Vendors, then Vendors from the Purchasing & AP menu. The Vendors window opens.

2. Click the  icon for the vendor you want to keep as the active vendor, and the Edit Vendor window opens.

3. Click on the Bulk tab, and it opens, displaying a list of possible duplicates. Example

4. Check the box(es) for the vendor(s) you want to merge into the selected vendor.
   Note: If you don't see the duplicate vendor you want to merge, you can search for it using the Other Candidate field. Begin typing the vendor's name, and a list of possible duplicates will be generated. Click on one of the vendors, and it will populate the Other Candidate field.

5. CAUTION: Review your selection(s) to make sure they are actually duplicate vendors because merging them is irreversible.

6. Click Merge Selected, and the action is completed.

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