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Comment: Documented coming enhancement from Jira PS-3676 where a contact note is made when customers are merged.
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Introduction:

Occasionally, clerks inadvertently create orders under the wrong customer account. Occasionally, clerks create duplicate customers in Customer Management (CRM), particularly when they do not first search the system for an existing customer record. Also, duplicate Duplicate customers may also result when an existing customer goes online and creates a new account using a different primary email address. When these such situations occur, the system supports merging an order is able to merge orders from one customer record to a different oneanother, or merging duplicate to merge entire customer accounts altogether. Use using menu option PSCUM.MER to complete these tasks.

Table of Contents

Where to Find:

Merging Customer Records

When launched, the interface defaults to a customer-to-customer merge. Note the program's process description and its precautionary instructions. The system displays instructions that appear in red: Enter from and to customers. (See next section to merge orders from one customer to another. ) 

Enter the customer number of the record you intend to delete merge into the Merge customer field and . This is the "FROM" customer. Then, enter the customer number of the record you intend to keep survive into the To customer field.  When the system completes the merge, customer information in the To customer record will survive and remain while all of the information from the Merge customer will be discarded. This outcome is true for both full and partial customer accounts. This is the "TO" customer.

Tip

When using the merge function, we highly recommend taking take screenshots of how both customer records appear in the CRM Customer Summary or Partial Customer Screen. That way, you will have address and contact information from both accounts should you need to refer back to it later. Customer information in the TO destination record survives while customer information in the FROM record is lost.

 

After entering customer numbers, press the enter key to continue. The system displays a summary for the FROM and TO customers for verification.

Note the system prompt and follow on-screen instructions: Press F1 to merge, F7 to cancel. Select Do Not Merge to cancel the process or Merge Now to continue. The system prompts a second time to confirm the merge is truly intended.

Upon completion, the system confirms processing and displays a summary of what data was merged. Data includes Orders, Contacts, Ship-To's, Wine Clubs, Events, Allocations, etc. In the example below, Customer 2835 was merged to Customer 2021 and one order processed (merged) with it.

 

A merge entails moving all orders, contacts, wine clubs and reservations FROM one customer to another. As for name, address, phone and email information, when the system completes the merge, information in the TO customer record will survive. Information FROM the Merge customer will be discarded.

For audit purposes, the system automatically generates a Contact to document a customer merge in the CRM activity grid. Notes in the Contact contains FROM information that was discarded in the merge..

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Merging an order from one customer to another

After launching the menu option, select F3 Use Order to toggle the program's function from a customer-to-customer merge to merging a single order to another customer.  Enter the order number into the Merge order field and the customer number that it should belong to into the To customer field, then press enter.  The system displays MERGE FROM customer information, a summary of its related orders and details for the single order that is to be merged away, as shown below. 

Note
The system displays FROM customer information and a summary of all its related orders for reference and verification only. When merging an order, the program will only merge the single order specified in the Merge order whose details appears as "This order date" and "This order amount." The program will not merge any FROM customer information nor all its related orders: just one.

Note the system prompt and follow on-screen instructions: Press F1 to merge, F7 to cancel. Select Do Not Merge to cancel the process if the system displays an incorrect order or an incorrect MERGE TO customer. Otherwise, select Merge Now to continue. The system will request verification a second time before completing the process.

 

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