This article will talk you through how to merge two (or more) Suppliers who have Purchases assigned to them respectively. The method by which we do this is simply changing which Supplier the Purchase is assigned to.
Merging the Supplier
To begin this please follow the below steps:
Suppliers > Click on the Supplier you wish to eventually delete > Transactions > Click on a Purchase you wish to assign to another Supplier > Edit > From the “Supplier” field; select the Supplier you wish to now have the Purchase raised against > Save
Do the above for every Purchase listed for the Supplier you plan to later delete:
Please note you do not have to assign it all to the same Supplier. For example, if you have a Supplier who represents a couple and that couple unfortunately splits up, you now have to create two separate Suppliers, you can assign the existing Purchases for the couple-Supplier, to either individual Suppliers as they decide who assumes liability for what Purchases.
Once you have assigned all Purchases to the Supplier(s) you wish you may now want to delete the original Supplier. To this, please follow as below:
Supplier > Click on the Supplier you wish to delete > Delete > Delete This Supplier
Before deleting Suppliers, or anything in Kashflow please note this is an irreversible process and cannot be undone once committed to. In this instance please make sure all Purchases associated with the Supplier have been reassigned to another Supplier before proceeding.