The users, when creating customers, may accidentally create another record of an existing customer. The duplication may be realized immediately or at a later stage.

The 2 different records of the same customer as referred to as Duplicate customers.


You can avoid the maintaining the duplicate records and use this menu Merge Duplicate Customer.

Merges all the existing records for the selected two customers, and you maintain a single customer record.




Click on the menu Customers then Merge Duplicate Customer.


 Action

 Description

 From 

 Select the customer from the drop-down menu, e.g., ABC

 To

 Select the customer from the drop-down menu, e.g., XYZ

 Merge

 Click on the button Merge; on the confirmation message click OK to merge ABC to XYZ.