How to Merge/Transfer a Customer Location

This process can not be undone. Make a backup first!

 

Before we begin
  • Make sure the Location has no Open Dispatches
  • Make sure the Location has no Unposted/Unpaid Invoices
  • If a Customer has more than one location, you will not be able to Merge/Transfer Location 1
  • Dispatches, Equipment, Agreements, Jobs and Service History will transfer
  • Sales and Quote Invoices will remain under the old location and will be set to read only
  • If the original Record has more than one location it will become Inactive, if the original Record is only a single Location it will fully merge into the new record.
See it done

 

 

Step-by-step

 

1. In ESC, head to the top left corner and click on Customer Center.

                                   

2. Search for and then double-click the customer in the list.

                       

3. From the Customer Entry screen, click Activities and then click Merge Customer/Location.

                                       
    • The top-two fields contain the Customer and Location being Merged/Transferred.
    • The bottom-two fields contain the Customer and Location destination.

4. Review the information and when you are satisfied, press OK .

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