Merge Orders

Merge Orders

Do you ever have a situation where a customer has several backorders that are ready to ship at once? This creates a lot of paperwork for both you and your customer.

This is where you may want to merge Customer Orders. The Merge Order function allows you to combine multiple customer orders so you can process and ship them as one. The Merging Orders procedure is easy in The Business Edge.

The menu path to Merging Orders is below:

Order & Quote Entry System

Duplicate & Merge Orders

Merge Orders

Merging Orders can be done by first selecting a Customer and Primary Order number. The Primary Order number is the Order number you would like to merge orders into.

When determining which Orders, you would like to merge you can choose from many filters shown below. Include Customer P.O.s enables you to choose All Customer Purchase Orders, Only Blank, or Only when same as Primary Order. Optionally, you can select to merge orders that are allocated, back orders, pending orders, hold orders, Include Different Addresses and Merge Miscellaneous Charges. It would not be common to merge orders with different addresses.

Based on the options that were selected on the Merge Order parameter screen you will see any orders that match the selected options. On the right-hand side, you can select individual orders to merge, select all or deselect all.

Once you have the Orders you would like merge selected you can press OK and the business edge will ask if you would like to absorb these lines now? If you say no, you can go through the process again to choose the orders you would like to merge.

If you say YES to Absorb these Lines Now, the prompt will show you how many lines will be absorbed and all detail lines on orders that were selected to merge will appear on the primary order number. Once orders have been merged, they cannot be un-merged.