Introduction:

Every now and then a clerk will accidentally add an order to the wrong customer account, in this case, it is necessary to merge an order.  Also, duplicate customers can be added to Customer Management (CRM) if the user does not search the system for an already existing customer or if an existing customer creates a new account online if using the AMS web cart.  In this case, if necessary to combine the duplicate customers the customer accounts can be merged.  Both merging a customer and an order is done through the same menu, PSCUM.MER.  When this menu is entered the default option is to merge a customer, if that is the intention enter the customer information, if the intention is to merge an order, select Use Order to enter the order information

Where to Find:

Merging a Customer:

Enter the customer number of the customer you intend to delete in the merge customer field, enter the customer number of the customer you intend to keep in the To Customer field.  When the system merges this customer information, the customer information on the To customer will remain, all of the information on the Merge Customer will no longer be available.

When using this menu, I suggest taking a screenshot of the customer snap shot of both customers that way if you do make a mistake you will have the address and contact information from both accounts.  The customer snap shot is the main page of the customer record.

When the customer numbers are entered in the Merge and To fields, there will be a summary displayed for review before completing the merge.

Select Merge Now if everything looks correct or select Do Not Merge if the summary displayed is not correct.  If Merge Now is chosen, they system will request verification one more time that this is really what is intended.  The summary will show how many orders have been merged to the new customer but do note that all contacts will be merged as well.

Merging an order from one customer to another:

After entering the menu option, select Use Order to merge an order to a customer.  Enter the order number in the Merge order field and the customer that it belongs to in the To Customer field and hit enter.  The system will display a summary of the customer and the order that is being merged. 

If the system is displaying the order intended to merge, select Merge Now otherwise select Do Not Merge.  The system will request verification one more time after Merge Now is selected.