Feature Overview: Merging Items

Feature Overview: Merging Items

What is ‘Merge Items’?

Merging Items will allow users to combine two or more items into a single item.

InfoNOTE: merging items cannot be undone, and users should be cautious when utilizing this feature

When to use Merge: 

Merging is ideal when a duplicate item with little to no history of the same size was inadvertently created. 
Merge should not be used if there is any uncertainty as to whether the items are truly duplicates, the items are not the same size or the ‘loser’ item (the duplicate that is being merged) has a lot of history. In these cases, manual adjustments to move the on-hand values from one item to the other should be used and the item that has been deemed the ‘loser’ or duplicate can be removed. 

Requirements:

To utilize this feature users, need access to the permission ‘Merge Items’ 
      

Key Take Aways:

  1. Merging items is permanent and cannot be undone. 
  2. Items should only be merged if the items are truly duplicates, are the same size, and the ‘loser’ item has little to no item history 
  3. When items are merged the history of the two items is blended, and can make parsing through historical data more challenging 
  4. The ‘loser’ items SKU and any related UPCs are added as additional UPCs to the Target or ‘winning’ item. If a 2Way integration is being utilized (items are pushing to the point of sale), this can cause problems at the POS, because these additional UPCs/SKU can be seen as pushing the same barcode as an existing item. 
    1. This can be mitigated by removing the ‘loser’ SKUs/UPCs from the POS before merging items 
    2. This can also cause Yellow Dog to flag this item as a duplicate
  5. On hand values will be merged. 
    1. NOTE: If the on-hand values were not accurate prior to the Merge, then a cycle count or on hand adjustment may be required to correct on-hands. 
  6. Retail price and Vendor price will not be updated. They will remain as what was assigned to the Target item prior to the merge.    
  7. If the losing item has history, the calculated cost of the item could be impacted 
    1. A cost adjustment can be used to correct this moving forward 
  8. If the ‘loser’ has additional vendor products they will need to be recreated 
  9. Images will not be merged and will need to be added back to the Target item. 

How it Works:

  1. In the Inventory Items screen filter to the items in question 
  2. Highlight and right Click on the items that need to be merged 
  3. Select Merge items from the Right Click Menu 
         
  4. In the pop select the item that is the Target or ‘winner’ item that will have the ‘loser’ merged into it. 
       

5. Click OK on the alert notifying you that the On-hand values and some search results may appear incorrect until the Maintenance application runs overnight 
       
​

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