Merge supplier records

As a restaurant manager, you want to merge supplier records to consolidate information and simplify supplier management. This guide will assist you in this process.

Start from: The Easilys menu.

If you find yourself in a situation where two of your suppliers merge, here is how to proceed.

CONCERNING SUPPLIER RECORDS

• Select the tabs Products > Suppliers.
• Create a new supplier record.
• Then modify the old supplier records to add an end date for referencing OR delete/detach them.

CONCERNING PRICE SCHEDULES

• Select the tabs Products > Price schedules.
• Select one of the price schedules linked to one of the two old supplier records.
• Select Deactivate.
• Select the pencil icon now available.

The "Update a price schedule" window appears on the screen.

• Replace the linked supplier record with the newly created supplier record.
• Select Update.
• Reactivate the price schedule by selecting Activate.
• Perform this action for each price schedule linked to the old supplier records.

When a price schedule is activated or reactivated, an update is necessary before the products are available for ordering again. This update occurs once a day, usually at night.

Originally published at https://help.mapal-os.com/easilys/products/suppliers-products/merge-supplier-records/