Customer merger

We had a customer purchase a competitor. Can we merge the sales history?


Customer merging isn’t recommended as it can cause data loss. It does seem to keep all the sales history and seems to keep most data but there can be certain data that is lost. Customer merging is a function that only we can do for you and we need your explicit permission to merge customers. You will need to tell us which two customers it is and which one you want merged into the other one. Again this is not advised but is an option if it is necessary with the understanding some data may be lost.


Cetec ERP Support