Scrap Dragon Help
Merge Duplicate Buy Customers

If there are duplicate customers in the customer master, it is possible to merge all outstanding tickets, payments and data to one record.  To get the customer that will be merged, touch Get Merge Customer.  This will bring up the customer lookup screen.  Select the customer.  Then, touch the Get Customer to Keep button to select the customer that the system will keep as the active customer.  Once both records are selected, touch merge at the bottom of the screen.  After the customers have been merged, it is a good idea to delete the Get Merge Customer.   He will be marked as Inactive in the customer master, thus, allowing him to be deleted.

TIP:  To be able to view all possible duplicate customers in Scrap Dragon, navigate to Back Office > Reports > Customer > Report 08.

 

 


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