Deleting Supplier Card

Eliane
Experienced Cover User
59 Posts
Experienced Cover User
Australia
Experienced Cover User

59Posts

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1Solutions

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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 it, I deleted the bill and activated the old card and made the bill on the old card to prevent duplicates. 

 

But now, it won't let me delete the new card, it tells me that there's purchases on file. There's no purchases, I deleted it and checked it. There's no history to it at all. Why won't it let me delete it? What do I do to delete it? 

 

Thanks!

 

Elle

2 REPLIES 2
GenevieveB
Contributing User
7 Posts
Contributing User
Contributing User

7Posts

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Accepted Solution Solved

Re: Deleting Supplier Card

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
Experienced Cover User
59 Posts
Experienced Cover User
Australia
Experienced Cover User

59Posts

12Kudos

1Solutions

Re: Deleting Supplier Card

@GenevieveB  

 

Thank you so much!! It worked! Smiley Happy 

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