At times, you might encounter a duplicate customer account, typically when an individual customer registers in the store and forgets or is unaware of the customer reference code to link their account to another within the same organisation. This tool enables you to effectively handle such accounts by allowing you to merge two (or more) customers into one. This process consolidates all data and users into a single customer entry instead of having multiple separate entries.
Function | What it does |
|---|---|
| To | Select the customer you want to merge your customers with. |
All other customers with the same customer number | Selects all other customers with the same customer number. |
Funtion | What it does |
|---|---|
Remove | Remove the selected customer after the merge. |
Move all orders | Move all orders, which are linked to the customer, to the new customer. |
| Move all users | Move all users connected to the customer to the new customer. |
| Move all addresses | Move all delivery and invoice addresses linked to the old customer. |
| Move all pricing logic | Move all pricing logic that is linked to the old customer. |
| Move all filters | Move all filters, which are linked to the customer, to the new customer. |
| Move all contract assortments | Move all contract assortments, which are linked to the customer, to the new customer. |
| Move all products | Move all products, which are linked to the customer, to the new customer. |
| Move all product packages | Move all product packages, which are linked to the customer, to the new customer. |
| Move all delivery methods | Move all delivery methods, which are linked to the customer, to the new customer. |
| Move all profiles | Move all profiling, which is linked to the customer, to the new customer. |
| Move all profiling categories | Move all profiling categories, which are linked to the customer, to the new customer. |
Function | What it does |
|---|---|
| From | Select the customer you want to move the date from and merge with the "To" option selected above. |
Function | What it does |
|---|---|
| Remove | Allows to delete a customer |
