Supplier Merge in DPO

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

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

Once the merge has been completed, the source supplier is soft-deleted in DPO.

Confirm the merge by clicking "Yes, merge Suppliers"

Effects of the Merge

After confirmation, the system automatically replaces the source supplier with the target supplier in all relevant documents:

P.O.s
Invoices
Expenses

In addition, a note is automatically added to each affected document indicating that a supplier merge has been 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.