How To: Resolve Duplicate Items

How To: Resolve Duplicate Items

End user  ·  Yellow Dog Inventory 2026

 WHY IT'S IMPORTANT

Duplicate items split an item's true quantity and history across two records, which makes on-hand counts, sales history, and purchasing data unreliable. Resolving duplicates consolidates the quantity onto the record you want to keep and removes the one you don't, so your inventory reflects a single accurate count.

 PREREQUISITES

•     Permission to edit manual adjustments

•     Permission to remove items

•     Access to the Activity View

•     Two or more records you have confirmed are duplicates of the same item

 STEP BY STEP

Decide which item to keep

1.   In the Inventory Items screen, switch to the Activity View for each duplicate to review when the item was created, last sold, and last purchased.

2.   Use that information to decide which record to keep and which to discard.

Adjust the on-hand quantities

1.   Highlight both items. To select both, hold Ctrl while clicking each item.

2.   In the Physical Inventory module, select Adjust On Hand Quantity.

3.   Select the correct store.

4.   Enter your manual adjustments so the quantity moves from the record you are discarding to the record you are keeping:

a.    Adjust the item you are keeping up by the duplicate's on-hand quantity.

b.    Adjust the item you are discarding down to zero by the same quantity.

5.   Enter a note in the Reference field.

6.   Select Submit to commit the manual adjustment.

Remove the duplicate

1.   Confirm the on-hand quantities have updated on both records.

2.   Remove the item that now has a zero on-hand quantity. Select Remove Item from the right-side navigation of the Inventory Items screen, or right-click the item and select Remove Item.

Note: The example in the source video adjusts the kept item up by three and the discarded item down by three. Use the actual on-hand quantity of the record you are discarding, not a fixed number.

 RELATED ARTICLES

  1. How To: Adjust the on hand values of items manually

 

Last reviewed: June 2026  ·  Applies to: Yellow Dog Inventory 2026



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