Merge suppliers

This topic takes 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.

1. Go to Suppliers and select the supplier you wish to eventually delete.

2. Go to Transactions and select a Purchase you wish to assign to another Supplier.

3. Select Edit, then from supplier list select the new supplier you wish have the Purchase raised against, select Save.

Do the above for every Purchase listed for the Supplier you plan to later delete:

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:

Go to Suppliers and select the supplier from the list. Select Delete and then Delete This Supplier.

Before deleting Suppliers, or anything in IRIS Elements Cashbook please note that 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.