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Client Merge Quick Tip vPPO
In vPPO your local admin can merge clients if needed. For example if the same client was entered into your system twice, but one entry was misspelled. Once the merge is done, the incorrect client name will not longer populate as an option in your market when creating a new PO. And the orders created under the incorrect client name will now be found in a search under the correct client name.
Summary
vPPO client merging procedures were clarified via navigation instructions and permanence warnings for data integrity.
Accessing Merge Tools
Local administrator privileges are required to access client management tools via the maintenance menu interface.
Executing Client Merges
Users must map incorrect entries to the correct client destination to facilitate data consolidation.
Merge Permanence Protocols
Confirming merge actions is final and irreversible, ensuring only the correct client data persists in the system.
Details
- vPPO Client Merging - Prerequisites and Navigation: Users who need to merge client names due to incorrect spellings or other errors in the vPPO software must first ensure they possess local admin privileges. To initiate this process, they must navigate the left rail of the interface, select the maintenance menu, and then choose "Clients".
- vPPO Client Merging - Execution and Example: The specific workflow for merging clients by selecting the incorrect client name on the left side and searching for the correct client name on the right side. They provide an illustrative example where "ABC trinkets" is identified as the incorrect entry and "ABC furniture" is selected as the correct destination for the data to be merged.
- vPPO Client Merging - Safeguards and Support: The merge operation is permanent and cannot be undone, requiring users to be certain of their selections before clicking "OK" to finalize the action. They note that the system verifies the merge by ensuring only the correct client name, such as "ABC furniture," remains, with the incorrect entry removed.