PSTL includes several Combiner functions that can merge records together; for example, if a duplicate customer record has been created for a returning customer, instead of the existing customer being reused, or two customers being merged, Customer Combiner can be used to combine these records together into one without losing any history.
To combine Pacific Digital into Aaron Fitz Electrical using Customer Combiner, perform the following steps:
Open PSTL and select Customer Combiner from Sales Tools.
Click on Next.
In the Starting Customer Number field, enter
PACIFICD0001
.In the Combined Into Customer Number, enter
AARONFIT0001
.Click on Convert.
Customer Combiner removes customer numbers and recalculates the summary records to include both customers' records so Pacific Digital will be merged into Aaron Fitz Electrical with no loss of information, leaving the combined transaction information in the system under the Aaron Fitz Electrical customer number...