Manage Customer Merge List

• Point of Sale > Customer Merge > Manage Customer Merge List

The grid lists duplicate and merge-to customers that were selected for immediate or future merging. Displayed along with the duplicate and merge-to customer names and codes are the Eligible and Merge Status.   

• Eligible - This column indicates whether the merge can be performed Immediately or In the Future, based on existing activity for the duplicate and merge-to customers.  

• Merge Status - This column indicates the status of the merge. If the duplicate and merge-to customer was recommended for merging, this column displays the word "Recommended" along with the initials of the user who Recommended the customers for merging. When eligible for the next process schedule, "Pending" customers are merged, or are merged manually when you select the Merge action.

Select duplicate and merge-to customers in the grid by checking the boxes on those lines. Once you select one or more lines, some or all of the action buttons below are available, depending on your security settings.

To access the Review Status and Merge Individual Customers screen, where the merge status of customers can be changed, click this button. When you save your changes on that screen, the Manage Customer Merge List appears and the grid is updated.

To run the merge process for all selected customers immediately, click this button. If a customer cannot be merged immediately, a message displays the reason and the duplicate and merge-to customers remain on the list. (See the Duplicate Customer Merge Overview for a list of merge rules.) Once the Merge action has completed, the grid on this screen updates.

To change the merge status to "Remove" and eliminate the selected customers from the merge list, click this button. Once this action is complete, the grid is updated.

To access the Report Customer Merge Status, where you can report on the selected customers' merge status, click this button.