> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.digitalpurchaseorder.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# 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](#6-create-a-supplier-merge-role)).

In the **Supplier Merge** view:
* The **Source Supplier** appears on the left
* The **Target Supplier** appears on the right

###### How to Merge Suppliers

1. Go to your Settings → Supplier Merge 
2. Choose the **Source Supplier** and **Traget Supplier** 
3. Once both suppliers selected, click **'Preview Merge'**.

 
![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_2n6kyz.png =1135xauto)



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

4. Confirm the merge by clicking **"Yes, merge Suppliers"**


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/screenshot-2026-08-21-at-09593_1by38zz.png =1058xauto)



###### 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.*


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_1wdv3aa.png =1091xauto)




###### 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.

![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_1yp53k1.png =1085xauto)

| To learn more about suppliers, [see here](https://help.digitalpurchaseorder.com/en/article/suppliers-12mctxs/).


###### Create a Supplier Merge Role

1. Go to **Settings → User Roles**
2. Click **+ Add Rol**e


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_12a9c1s.png =1100xauto)



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

![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/screenshot-2026-08-21-at-10050_1t4dehj.png =1048xauto)



4. Open the **Authorizations** tab and set "Administrator" to "**Yes"**



![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_az2yup.png =1071xauto)




5. Under Supplier, set the permission to **at least Read**

Available options:
* **Read & Write** – Create and edit suppliers
* **Read, Write & Delete** – Create, edit, and delete suppliers


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_ti0glm.png =1073xauto)



6. In the **Supplier Merge** section, set the permission to **Read & Write**
         *This permission is required to merge suppliers.*


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_1uf1c8w.png =1096xauto)



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


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_1356v8.png =1126xauto)



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


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/screenshot-2026-08-21-at-10121_gja31d.png =1134xauto)


|| This function is not available for books with a PSL+ integration. 



${color}[#0d5068](**Questions or need help?**)
*Our customer support is always available to help with any questions or setup assistance*

**Contact us**
**Email**: [support@digitalpurchaseorder.com](mailto:support@digitalpurchaseorder.com)
Support: __+1 888 DPO 7254__
Support Int'l: +44 20 331 88 338
Berlin Office: +49 (0)30 55 572 5956

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