How to merge customers

Merging duplicate customers in HirePOS is a straightforward process designed to help you consolidate customer information and eliminate confusion. This feature is particularly beneficial when customers have been inadvertently duplicated within the system. The following steps outline how to seamlessly merge duplicate customers.

To begin the merging process, navigate to the main menu strip located at the top of the screen and select Setup > Customers.

Identify the customer you wish to merge and click on the corresponding row to access the customer's details for editing. The selected customer will be marked as inactive and will be merged with the appropriate active customer.

Within the Customer details screen, click on the Options button located at the top-right corner. From the dropdown menu, select the Merge Customer option.

In the Merge With Customer dropdown, select the correct active customer that you wish to merge with. The details of the selected customer will be displayed for your confirmation.

After verifying the customer details, click on the Merge Customers button to initiate the merging process. The customer at the top of the screen will be marked as inactive, while the customer at the bottom will be retained.

Upon clicking the merge button, a warning message will appear to confirm your intention to merge the customers. Please be aware that this action is irreversible.

After confirming the merge, the incorrect customer will be deactivated, and their invoice and payment history will be merged with the correct customer, ensuring data accuracy and consistency.

By following these steps, you can efficiently merge duplicate customers in HirePOS, streamlining your customer database and enhancing data integrity.