Merging vendor records in Pavilion helps you maintain a clean and accurate vendor list by consolidating all related information into a single profile. This includes contact details, purchase orders, files, notes, sales, and transaction history.

This is especially useful when vendor data was imported from another system, and a similar or identical vendor was already added manually before the import. Instead of deleting one or manually copying data, merging vendors ensures all information is kept and properly reassigned.

Follow these steps to merge vendors:

1. Go to the Vendor record page, then click the Merge Vendors button.

2. Type in or select the Vendor you want to merge with. Click Next.

3. Select the Primary Vendor. Click Next. (Make sure you've reviewed and understood the information before checking the box below).

When you merge two vendors, the following information is moved from the duplicate vendor to the one you're keeping: