Feature Overview: Merging Items

Feature Overview: Merging Items

Merging items allows you to combine two or more duplicate items into a single item. This helps maintain clean, accurate inventory data.

WarningNote: Merges cannot be undone. Use this feature with caution.

  1. Open the Inventory Items screen.
  2. Select both items.
  3. Right-click and choose Merge Items. 

Use item merging when duplicate items need to be consolidated.

Requirements:
Users must have the Merge Items permission enabled to access this feature.
      

Any client needing to merge duplicated items 

Merge Behavior
  • Merging items is permanent and cannot be reversed.

  • Only merge items that are true duplicates, the same size, and where the “loser” item has little or no history.

  • When items are merged, their histories are combined. This can make reviewing past data more complex

SKU and UPC Handling

  • The losing item’s SKU and any associated UPCs are added as additional UPCs on the target (winning) item.

  • If you use a 2-way POS integration, this can cause conflicts because the POS may view these added UPCs as duplicates.

    • To prevent issues, remove the losing item’s SKUs/UPCs from the POS before merging.

    • Duplicate UPCs may also cause Yellow Dog to flag the item as a duplicate.

On-Hand Values

  • On-hand quantities from both items are merged.

  • If on-hand values were inaccurate before merging, you may need a cycle count or adjustment to correct them.

Pricing

  • Retail and vendor prices do not change during a merge. The target item retains its existing prices.

Cost and Vendor Products

  • If the losing item has history, the merged item’s calculated cost may change.

    • Use a cost adjustment to correct this going forward.

  • Vendor products from the losing item must be recreated manually.

Images

  • Images are not merged and must be re-added to the target item.

         
      
  1. Use merging only when the duplicate item is clearly identical, the same size, and has minimal history.

  2. Do not merge if you are uncertain about whether two items are duplicates, if they differ in size, or if the losing item has significant history.

    • In these cases, manually adjust on-hand values between items and then remove the duplicate item instead of merging.





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