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erp-manual:cloud:relation:merge-duplicate-customer
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erp-manual:cloud:relation:merge-duplicate-customer [2024/02/12 02:01] Kalpesh Popat created |
erp-manual:cloud:relation:merge-duplicate-customer [2024/02/12 02:04] (current) Kalpesh Popat |
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| * There are 2 or more customer having same details and they belong to same person / company | * There are 2 or more customer having same details and they belong to same person / company | ||
| - | * All duplicates have orders too | + | * All duplicates have orders too, therefore cannot delete any customer |
| - | * Want to see the orders of that customer | + | |
| - | **Steps to merge the customer** | + | ====Steps to merge the customer==== |
| Before initiating merge, **Identify which one is master and which one is duplicate** | Before initiating merge, **Identify which one is master and which one is duplicate** | ||
| Line 16: | Line 15: | ||
| **Execute the plan**: | **Execute the plan**: | ||
| * Copy the id of the customer that is to be used as Master ID | * Copy the id of the customer that is to be used as Master ID | ||
| - | * One by one open each duplicate and follow the steps to change the paren id of each duplicate to the Master | + | * One by one open each duplicate and follow the steps to change the parent |
| **Steps to change the parent ID**: | **Steps to change the parent ID**: | ||
erp-manual/cloud/relation/merge-duplicate-customer.1707703284.txt.gz · Last modified: 2024/02/12 02:01 by Kalpesh Popat
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