Use Merge Vendors when the same vendor has more than one vendor record in Pavilion.
Merging vendors combines duplicate vendor records into one primary vendor record. Related information, such as contact details, notes, files, purchase history, invoices, and memos, is moved to the vendor record you keep.
ℹ️ Important: Merging vendors is permanent. Review both vendor records carefully before you merge them.
Before you merge
Before merging vendors:
Confirm both records are for the same vendor.
Decide which vendor record should be kept.
Review contact details, addresses, notes, and related records.
Make sure you select the correct Primary Vendor.
The Primary Vendor is the vendor record that remains after the merge.
Merge duplicate vendors
Open the vendor record you want to merge.
Select Merge Vendors.
Search for or select the duplicate vendor record.
Select Next.
Choose the Primary Vendor.
Review the confirmation message.
Select the checkbox confirming that the merge is irreversible.
Select Next to complete the merge.
What gets merged
When vendors are merged, related information from the duplicate vendor is moved to the primary vendor.
This may include:
Vendor details
Contact information
Billing and shipping addresses
Notes
Files
Vendor number
Parent vendor
Shipping settings
Invoices
Memos
Sales history
After the merge
After the merge is complete:
The primary vendor record remains.
Related information is reassigned to the primary vendor.
The duplicate vendor record is no longer used as a separate record.