The Account Merge tool is only available for Admin user accounts. To locate it, navigate to the Customer tab and click the Account Merge button next to the Customer Search.
Due to the way SimpleConsign is structured, creating a consignor account at a specific location also generates a corresponding customer record that exists company-wide across all locations. As a result, when using this tool, you are merging both consignor accounts and customer records.
How it Works
- On the left, you’ll see the account you are keeping.
- On the right, you’ll see the account being merged into the account on the left, which will then be deleted.
- If needed, you can click the double blue arrows at the top to swap the two records.
If the account being merged exists at multiple locations, an additional window will appear above the contact information section. This window will display the account IDs, allowing you to review and confirm the correct accounts before proceeding.
Once confirmed, click Next. To complete the process, you’ll be required to type:
merge '[account name]'