How to Remove and Merge Duplicate Suppliers


To combine two or more suppliers into a single supplier you can achieve this using two different methods. Manually merging them or using the Supplier Duplicates button.

When you submit a receipt, invoice or other piece of financial paperwork, Dext Prepare will read and record the Supplier. Depending on the item that has been uploaded the supplier can be slightly different or the supplier may have a trading name and a company name that you want to combine into one.  

To manually merge two suppliers:

1.  Click into the Suppliers page

2.  Use the search or filters to locate the suppliers you would like to merge

3.  Use the checkboxes to select the relevant suppliers and click the Merge button

Screenshot 2021-02-26 at 11.31.54-1.png

4.  Select which of the Supplier’s names to keep

5.  Click ‘Merge’

Screenshot 2021-02-26 at 11.34.13-1.png

The Supplier Duplicates button can be used to do the searching for you:

1.  Click into the Suppliers page

2.  Click the Supplier Duplicates button

suppdupes-1.png

3. Select which Supplier names to merge and which to remove from the group

4. Click the merge button

suppdupes1-1.png

* Please note, merging suppliers cannot be undone.