Combining items

Lists > Combining records > Combining items

Combining items

You can combine two items only if:

▪	Both items are either basic or variation items.

▪	Both items are not master items.

▪	Both items are not inactive items.

▪	Both items have the same Buy/Sell/Inventory settings selected.

▪	Both items have the same number of Buying or Selling units.

A Basic item has no variations. A master item is the main item used to create variations. Variation is an item created from a master item.

When items are combined, the non-transaction item information for the primary item—such as item name, number, and buying and selling details—is retained as the default information for the combined item. The transaction details for the secondary item are added to the primary item. Non-transaction information for the secondary card is deleted.

To combine two items

1	Go to the Inventory command center and click Items List. The Items List window appears.

2	Select the primary item.

3	Click Combine Items.

4	The Combine Items window appears.

The primary item appears under the Primary - Move all transactions to list. If necessary, you can choose another primary item from the list.

5	Select the secondary item from the Secondary - Remove all transactions from list.

note : The next action cannot be undone

Before continuing, check that you’ve selected the correct items to be combined. If you combine the wrong items, you will have to restore them from a backup and re-enter transactions posted to those items since the backup.

6	Click Combine items.

7	In the window that appears, click OK to confirm you want to combine the two items.

▪	Combining records

▪	Combining accounts

▪	Deleting a record

Top of page