Merging Duplicate Vendors

Merging duplicate vendors can be completed by navigating to  Vendors > Vendor List, selecting Merge on the duplicate vendor, and selecting the new vendor that you wish to merge the duplicate into. This will preserve invoice history without having duplicate vendor entries.  Please use caution when merging, as Superusers cannot unmerge vendors.

Navigate to the Vendors > Vendor List.

It helps to view your duplicate vendors by searching for the vendor name. You can view more vendor details by clicking the Edit buttons next to each vendor.

Click Merge on the vendor that you wish to merge (this is the vendor that you do not want to keep in the vendor list).

A Merge Vendor popup window will appear.  Search for the vendor that you would like to merge into and click the Merge button.

Vantaca will confirm that you want to merge the duplicate vendor into the vendor which will remain.  Click OK to complete the merge.  Use caution with merging vendors, as users cannot unmerge them.

Only one vendor will appear in the Vendor List, but the invoice history for the merged vendor will be merged into the remaining vendor.