Forum Discussion

Eliane's avatar
Eliane
Trusted Cover User
4 years ago
Solved

Deleting Supplier Card

Hi guys,   We had a duplicate in cards, mix up because supplier hasn't been used in years, so it was inactive, so our staff added a new card and placed a bill against the new card.   When I saw i...
  • GenevieveB's avatar
    GenevieveB
    4 years ago

    Hi Elaine

     

    In the card file you will find a button on the bottom in your card list called "Combine Cards" you can merge both cards together here so that you only have 1 active card.

     

    You could have done this when you first identified the duplicate account.

     

    It is very easy to do - click on 'Combine Cards' next choose the duplicate card (new one as secondary card) then choose the reactivated orginal card and then click bottom righ of this screen "COMBINE CARDS" - both cards will become 1 - no card to delete.

     

    Hope this helps you.

GenevieveB's avatar
GenevieveB
Experienced User
4 years ago

Hi Elaine

 

In the card file you will find a button on the bottom in your card list called "Combine Cards" you can merge both cards together here so that you only have 1 active card.

 

You could have done this when you first identified the duplicate account.

 

It is very easy to do - click on 'Combine Cards' next choose the duplicate card (new one as secondary card) then choose the reactivated orginal card and then click bottom righ of this screen "COMBINE CARDS" - both cards will become 1 - no card to delete.

 

Hope this helps you.

  • Eliane's avatar
    Eliane
    Trusted Cover User
    4 years ago

    GenevieveB  

     

    Thank you so much!! It worked! :)