The Merge Customers menu lets you merge any of two customers into one. It enables you to merge duplicate customers and also undo merging of two customers. All the details of the customer will be copied to the customer being retained.
The Merge Customer screen is divided into two sections:
- View Customers with the same: The top section displays the View options such as Member Code, Full Name, Initial + Surname and Address. You can use these options to view customers with same member code, full name, initial + surname and address. The customer details will be listed under Number of Duplicates section.
- Number of Duplicates: The bottom section displays the list of Customers information such as Retain, Skip, Member Code, First Name, Surname, Address, Suburb, Postcode, Points, Store Joined, Family Head and Family Members. You can use Edit drop-down options such as Untick All, Select Skip, Un-Select Skip to select or un-select the duplicate customers from the list.
