Merge Duplicate Products

October 01, 2024October 01, 2024

You can get to this part of the system by logging into the system and then on the left, click Inventory > Products. You can also merge products in your Purchase Orders, which you create by going to +Create New > New Purchase Order.

products.jpg

You can merge similar or duplicated products in your main Products page as well as in your Purchase Orders. Duplicate products are often the result of accidentally creating a new product in a Purchase Order because you might not have realized it was already saved in your system.

You can merge any two products together with this function, but at present, it does not yet work with product Variants / Options.

 

Merge Products on the Products Page

From your Products page, you can search for any product that might be duplicated, and on the right, click on the line-item actions button (three vertical dots), and you'll see the option to Merge Products.

merge 01.jpg

 

Merge Products in a Purchase Order

If you create a new Purchase Order and add items to it, each will have the same line-item action button as in the Products page. For each, if you know there is a duplicate product you need to merge, you can click to Merge Products.

merge 02.jpg

 

How to Merge Products

To start, after you click the Merge Products button, the Merge Products panel will open, and on the left you'll see the item you selected. You'll also have a Search field on the right where you can search for the duplicate.

Once you have found it, you'll see the items side by side, and you'll need to determine which one has the best primary data to keep. For example, one copy of the product might already be in a Department and in a Category and has Descriptions, and the other one might not. One way that can help to tell them apart is by looking at their creation date and time, as pictured here.

merge 04.jpg

Once you have found the one with the best data, click to Preserve These Values for that item. When you do the merge, the other copy will have its data merged into the primary version, and you will be left with a single product. To complete the merge, click the Merge Products button at the bottom.

merge 05.jpg