Merging customers in NetSuite can be a useful way to consolidate duplicate or similar records. This process can help streamline your customer database and make it easier to manage. In this article, we will walk you through the steps to merge customers in NetSuite.
Step 1: Identify Duplicate Customers
The first step in merging customers is to identify any duplicate or similar records. You can do this by searching for customers with similar names, addresses, or other identifying information. Once you have identified the duplicate records, you can move on to the next step.
Step 2: Choose a Master Record
Before merging customers, you need to choose which record will become the master record. This is the record that will remain after the merge process is complete. You should choose the record that has the most accurate and up-to-date information.
Step 3: Merge Customers
To merge customers, go to the “Customers” tab in NetSuite and select the duplicate records you want to merge. Then, click on the “Merge” button and follow the prompts to complete the process. You will be asked to choose which fields from the duplicate records should be merged into the master record.
Step 4: Review and Confirm
After merging customers, it’s important to review the changes and confirm that everything has been merged correctly. You can do this by checking the master record for any errors or inconsistencies.
Conclusion
Merging customers in NetSuite can be a helpful way to streamline your customer database and make it easier to manage. By following these steps, you can successfully merge duplicate or similar records and ensure that your customer data is accurate and up-to-date.
