Erply’s client merge plugin allows you to combine two or more customer accounts into one.
You can merge the following customer data within Erply:
Reward point balance
Merging customer information is a permanent action that cannot be undone.
Prevent duplicate accounts
Merging multiple, related sets of customer data into one account keeps your POS and back office records up-to-date. Eliminating duplicate accounts helps prevent data mismatching when employees interact with your customers.
Boost customer service
Customers might need to keep multiple, separate accounts under your business. Merging data improves transparency and enables your employees to serve customers faster and more accurately.
Pro tip: Merging a customer’s reward points lets them maintain their hard-earned balance and encourages loyalty to your business.
Clean up and back office reports
Merging accounts or invoice data enables you to pull sales and customer reports without manually associating individual pieces of data. This is helpful for instances where the same customer made multiple purchases under separate accounts.
Reach out to our team at firstname.lastname@example.org to request a support agent to install the client merge plugin to your Erply account.
Erply users must have access to the client merge plugin before they can use it.
Accessing the client merge plugin requires an Erply account with the proper user rights.
In the back office, navigate to the Settings module and select All settings.
Scroll down and click on Merge customer configuration.
Type in the employee IDs for the users and or groups that will be able to use this feature.
Note: You can locate an employee’s ID by opening a user account or a group setup and noting the number after &edit=... in the address bar.
In the back office, click on the Customers module and select All customers
Click the orange Merge button on the top right side of your POS screen to start the merge process.
Select a main customer account and the secondary accounts which will merge into the main account.
Select customers from the list. The Merge button will only appear when two or more customers have been selected.
Click the blue Merge button to finalize the client merge.
Note: Client merge cannot be undone.
Clients/customers: People that purchase services or goods from your business.
Plugin: An Erply account add-on that adds new software functionality.
Can I undo a client merge?
How many customers can I merge?
You can merge up to 200 customers per operation.
How many invoices can I merge to one customer?
Up to 1000.
What will happen to phone numbers, email addresses and other details?
Phone numbers, customer groups, customer managers and loyalty card numbers will be discarded except for the main customer.
Email addresses will be added to the notes section, overwriting any existing notes on the main customer account.
Addresses will be added to the main customer card.