How to Merge/Transfer a Customer Location

This process can not be undone. Make a backup first! 

Before We Begin

• Make sure the Location has no Open Dispatches
• Make sure the Location has no Unposted/Unpaid Invoices
• If a Customer has more than one location, you will not be able to Merge/Transfer Location 1
• Dispatches, Equipment, Agreements, Jobs and Service History will transfer
• Sales and Quote Invoices will remain under the old location and will be set to read only
• If the original Record has more than one location it will become Inactive, if the original Record is only a single Location it will fully merge into the new record

See It Done

Step-by-Step

1. In ESC, head to the top left corner and click on Customer Center.

2. Search for and then double-click the customer in the list.

3. From the Customer Entry screen, click Activities and then click Merge Customer/Location.

• The top-two fields contain the Customer and Location being Merged/Transferred
• The bottom-two fields contain the Customer and Location destination

4. Review the information and when you are satisfied, press OK.