How to merge items

    Overview

    Who can use this feature?

    All users

    All plans

    The merge items feature allows you to combine data for duplicate items. 

    Merging items with the bulk actions tool

    You can merge up to 5 items at once from the Inventory Items page. Here's how to merge items:

    • Select the items you'd like to merge by clicking the checkbox for the item on the left side of the items table. 
    • Click the Actions button and select Merge Items from the drop down menu.
    • Choose which item should be kept as the the master item and then click Merge.

    Merge items

     

    How item data is merged

    The item data for the master item will be kept after merging and will overwrite the data of the merged items. For example, if two items have different costs, the cost of the master item is kept.

     

    Additionally, missing data for the master item will not be updated by merging items. For example, if the master item has no cost, and the merged item has a cost, the merged item cost would be overwritten and the remaing item would show no cost. Any data that may be lost when merging items should be applied to the master item prior to merging.

     

    Inventory history

    Inventory data from past inventory sessions will not be affected. All historical quanties and inventory values will remain and can be viewed in your inventory reports. 

     

     

     

     

     

    Still have questions or want to report an issue?

    Submit a support ticket