Merging duplicate customer records in Pavilion allows you to consolidate all related data, including personal information, orders, receipts, and balances, into a single profile. Follow the steps below to merge customers efficiently.
š” Before you begin, identify both customer records that need to be merged and review their information to ensure everything merges correctly.
Field Consolidation During the Merge
When merging customer records, fields from the customer being merged into the primary record (losing customer) will be transferred to the primary customer's profile. The following fields will be merged into the primary customer profile:
Email
Phone
Gender
Source
Birthdate
Anniversary
Description
Critical Warnings
Shipping Address (all fields)
Billing Address (all fields)
Additionally, orders and receipts from the customer being merged will be transferred to the primary customerās profile.
Merging the Customers: How-to
Follow these steps below:
1. Go to the Customer record page, then click the Merge Customers button.
2. Select the Customer you want to merge.
3. Select the Primary Customer and click Next (Make sure you've reviewed and understood the information before checking the box below).
What Happens After Merging?
1. The duplicate record(s) will no longer be accessible separately.
2. All past transactions, orders, and receipts will now be associated with the primary customer profile.
3. Check the merged profile to ensure all data is correctly consolidated.
What Happens to Spouses During the Merge?
Hereās how spouses are handled during the customer merge, based on the test cases:
1. If the primary customer has a spouse:
When merging a secondary customer with a primary customer, all data from the secondary customer is merged into the primary customerās profile. The already filled data of the primary customer is retained, and any matching fields from the secondary customer will overwrite the existing values in the primary customer's profile.
If the secondary customer doesnāt have a spouse, the primary customer will retain their spouse, along with all related orders and balances.
If the secondary customer has a spouse, the spouse's information is not merged.
All orders from the secondary customer, including those related to their spouse, will be merged into the primary customer's profile, along with the balances (Total Balance, Open Credit, and Inventory Items Sold).
2. If the primary customer does not have a spouse:
If the secondary customer has a spouse, the spouse's information will be assigned to the primary customer. The spouseās related orders will also be merged into the primary customerās profile.
All orders from the secondary customer will be merged into the primary customer, along with the balances (Total Balance, Open Credit, and Inventory Items Sold).
3. If both the primary and secondary customers have spouses:
If you mark the Merge Spouses checkbox, the spouseās orders and related data will be merged into the primary customerās profile.
If you do not mark the Merge Spouses checkbox, the secondary customerās spouse will remain linked to them, while the primary customer will retain their own spouse. Orders from the secondary customer and their spouse will be merged into the primary customerās profile.
