Merge duplicate suppliers
Duplicates creep in — an import under a slightly different name, a colleague re-adding an existing vendor. Merging combines them properly: every purchase order, landed cost, product link, pricing record, and piece of history is re-pointed to the supplier you keep, and the duplicate is deleted.
Before you begin
- You need the suppliers.update permission (and effectively suppliers.delete, since the duplicate is removed).
- Both records must be the same type — a Product Supplier merges into another Product Supplier. Archived suppliers can't be merge targets.
- Decide which record survives. Open the duplicate (the one to be deleted); the merge happens from it into the keeper.
Steps
- Go to Contacts → Suppliers and open the duplicate supplier.
- Click More (top right) and choose Merge into…. The Merge Supplier dialog opens, spelling out what happens: everything is re-pointed to the target, and this supplier is permanently deleted.
- In Merge into (Product Supplier), search for and select the supplier you're keeping.
- Click Merge & Delete. There's no confirmation beyond this button — as the dialog warns, this action can't be undone.
You land back on the suppliers list with the duplicate gone. Open the surviving supplier to confirm its purchase orders, products, and payables now include the merged history.
What transfers
Everything that referenced the duplicate now references the survivor: purchase orders, landed costs and other payables, linked products and their pricing, and the full activity history. The survivor's own settings (addresses, purchasing defaults, automation) are untouched — only references move.
Next steps
- Create & edit a supplier — tidy the surviving record after the merge.
- Merge duplicate products — the same cleanup for products.
Video transcript
Duplicates happen — the same vendor added twice. Open the record you want to get rid of. From the More menu, choose Merge into. Pick the supplier you're keeping. Purchase orders, landed costs, products, pricing, and history all move to it. Click Merge and Delete. The duplicate is gone for good, and its history lives on the surviving supplier.