Merging suppliers helps resolve duplicate records, especially when syncing with accounting systems. Follow these steps to ensure clean supplier data and successful syncs.
✅ Prerequisites
You must have access to the Suppliers module (Admin access is not required).
Confirm which supplier record should remain as the primary (typically the one with correct spelling or active data).
Go to the Suppliers list view.
Click on Actions → Merge Suppliers.
Select both supplier records that need merging.
Set the supplier with correct details as Primary (this will be the surviving record, but any documents from the other supplier will get shown under this one).
Click Merge Supplier to complete the process.