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Merge duplicate Company records

Company Merge is a utility used to manage and maintain accurate company records within the database by consolidating duplicate or outdated entries.

Overview

Merging Companies helps eliminate duplicate records that may contain conflicting details or contact information, ensuring clean and accurate data management.

A Company is a business that can be added and used for Reservations, Accounts Receivable and the Corporate Portal.

When merging, all selected company records will be consolidated into a Master Company, carrying over:

Additionally, any transactions linked to the selected Company will be merged into the Master Company account for that property.

This process ensures streamlined reporting, accurate billing, and improved operational efficiency.

âš  Important: Merging Company records is a permanent action and can NOT be reversed. Please review all details carefully before proceeding.
✎ Please Note: Some Users may not see or have access to the functions mentioned in this article. CLICK HERE to find out more.

 

Guide

In the side menu of RMS, go to Setup > Company.

  1. Select a company to become the Master.
  2. Select the Merge icon used to combine the selected company with other company records into a single Master Company. ‘Merge’ icon.
    Company setup screen in RMS listing existing companies, with one company highlighted as the Master and its Merge icon selected to start the company merge process.
     
  3. Enter the Search Criteria.
  4. Select 'Search'.
    Company Merge window in RMS showing fields to enter search criteria (such as company name or code) and a Search button to find duplicate or related company records to merge into the Master Company.
     
  5. Select the checkbox for the Companies to merge.
  6. Select ‘Apply’.
    Company Merge results list in RMS displaying multiple company records with checkboxes, the desired duplicate companies selected, and an Apply button highlighted to proceed with merging them into the Master Company.
     
  7. Select ‘Yes’ to confirm.
    Confirmation dialog in RMS warning that merging company records is permanent, with a Yes button highlighted to confirm merging the selected companies into the Master Company.
     
  8. Select Exit.
    Company Merge screen in RMS after the merge has completed, showing a message or status indicating success and an Exit button to return to the main Company setup screen.

 

 

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