How to Merge Duplicate Items

Article Contents

• Introduction

• Select Items to Merge

  • Select from Table

  • Search from Item

• Item Details

• Merging the Items

• Merge Complete

Introduction

Sometimes you will find that you have duplicate items in your venue's list of items. This can throw off your consumption and variance because they exist as two separate items in the system.

In this case, you'll want to merge the items into one. By merging them, it combines the current stock count, and all historical information (previous inventories, invoices etc).

Note: You can only merge items that have the same measurement. For example, both items would need to be 750ml to merge.

Selecting Items to Merge

To merge items on the WISK Web Portal you can either:

1. Select all items to merge in the table by clicking the checkboxes beside them

2. Go into the details for an item and search for items to merge it with

Select from Table

1. Go to the Items or Variance Page

2. Search for the duplicate items

3. Click the checkboxes beside the items you want to merge

4. Click "Merge Items" on the pop-up window that appears.

Search from Item

1. Place your cursor over an item and click the "Edit" button

   

2. Click the "Actions" menu and select "Merge or group item"

   

3. Type the name of the item you want to merge and click the matching search result.

   

4. Click "Add"

   

5. After adding all of the items to be merged, click "Merge Items"

   

Item Details

A screen displays showing the output item on the left, and the two items to be merged on the right-hand side. You can toggle between the two items, and click the paste button beside a field to have it transfer over to the output item.

WISK will automatically populate the fields for the output item, but scroll through and review the information to make sure it's correct.

Merging the Items

To complete the merge:

1. Click “Save”

2. A confirmation screen appears, click “OK”.

Note: Merging items is permanent, always confirm you have selected the correct items before completing the merge.

Merge Complete

After you have confirmed the merge, it may take a bit of time depending on the amount of historical information to combine. When finished, you will see one item, with the updated information and stock count.