Supplier Merge

The Supplier Merge feature lets you combine duplicate or obsolete suppliers into a single Target Supplier, helping keep your supplier data clean and consistent. To avoid accidental changes, the merge requires user confirmation before it’s completed.

What happens during a Supplier Merge

• All related documents are automatically updated to use the Target Supplier
• No manual amendments are required
• Duplicate suppliers are removed
• All changes are tracked in the Activity Log

Before you Start

The Supplier Merge feature is available by default to users with the Default Admin role.

If a user is assigned only the User role, you must create and assign an additional Supplier Merge role. Once assigned, the Supplier Merge tab will appear in the menu (see below for setup instructions).

In the Supplier Merge view:

• The Source Supplier appears on the left
• The Target Supplier appears on the right

How to Merge Suppliers

1. Choose the Source Supplier and Traget Supplier
2. Once both suppliers selected, click 'Preview Merge'.

3. Confirm the merge by clicking "Yes, merge Suppliers"

4. Once confirmed, the system replaces the Source Supplier with the Target Supplier in all related records, including:

• Purchase Orders (P.O.)
• Invoices
• Expenses

5. A note is automatically added to each affected document to indicate that a supplier merge was performed.

Activity Log

• The Activity Log shows how many records were affected by the supplier merge.
• A note is also added to each affected document to indicate that a supplier merge was performed.

Create a Supplier Merge Role

1. Go to Administration → User Role
2. Click + Add Role

3. Enter a role name (for example: Supplier Merge)

4. Open the Authorizations tab and set Administrator to Yes

5. Under General Administration → Supplier, set the permission to at least Read

Available options:

• Read & Write – Create and edit suppliers
• Read, Write & Delete – Create, edit, and delete suppliers

6. In the Supplier Merge section, set the permission to Read & Write

This permission is required to merge suppliers.

7. Under Members, assign users who need access
8. Click Add to save the role

Result: **The selected users can now see the **Supplier Merge tab in Administration.

Updated on: 18/02/2026