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Merging Sales Orders

Last updated 12/04/2017

Multiple Sales Orders can be merged into a single Sales Order. This article explains how.

Overview


If you need to combine two Sales Orders into one, Cin7 has a useful feature to Merge Sales Orders. By ticking two orders, the feature will add the line items from the smallest order to the order with the highest value. The smaller Sales Order, now empty, is then voided.

There are some important points to note before merging Sales:

  • The system will allow you to merge Sales with different currencies and tax rates - but this should be avoided. Make sure beforehand the sales are consistent before merging.
  • The merge process cannot be undone - so make completely sure you want to merge before carrying out the process.
  • Be very careful merging sales with a large number of line items. If the resulting order has too many line items (500 or more) the order may not open.
  • Sales should only be merged before they have been dispatched.

Merging Sales Orders


To merge two Sales Orders:

  1. From the left navigation, select Sales then click Sales Orders.
  2. Tick the two orders you'd like to merge.
  3. From the Actions menu, select Merge Sales Orders.
  4. Finally, Save the resulting Sales Order to complete the merge

FAQs

If both orders contain the same products, will these products be consolidated into one line?

No - merging Sales Orders will simply insert the lines of the smaller value order underneath the lines of the largest value order.