Merge Salespeople | Computer Insights, Inc. Help Center

There are occasions where you may want to merge a Salesperson Code into an existing Salesperson Code. For instance, you discover a Salesperson Code that is a duplicate record with a slightly different code. The Business Edge has a feature that will allow you to merge these two Salespeople. This process deletes one Salesperson and reassigns all its data to another Salesperson. This feature is also useful if you hire a new Salesperson to take over a territory for a Salesperson who is no longer active. This feature is located in the path below

Accounts Receivable System 
    A/R File Maintenance 
        Customer Misc. Maintenance 
            Merge Customers & Salespeople 
                Merge Salespeople

The primary Salesperson is the Salesperson you would like to keep and the salesperson to be absorbed is the code you would like to merge into the primary.

The Business Edge will prompt you with a confirmation that your Salespeople have been merged.

You can view a list of your Salespeople via the report below

Accounts Receivable System 
    A/R File Maintenance 
        Salesperson Maintenance 
            System Salesperson List