Sometimes it is necessary to merge two items into one listing. Usually it will be because the manufacturer changed the UPC at some point, and you didn't notice before the product became active in stores. When you merge two (or more) items together, all on hand and sales data from the "merged" item is combined into the "kept" item. It replaces all transaction instances of the former with the latter, and is not reversible. (See IMPORTANT section at the bottom for more specific info)
First, we identify the two items we would like to merge. In this example, we are merging two separate listings for Milky Way candy bars:
Double click into the Edit Item screen on the item you are planning to keep. Once here, click Edit Reference Codes, and add the UPC from the second item you are merging:
A dialog box stating that the UPC already exists on another item, and asks you to confirm you would like to merge:
Click Yes, then Save the item. It will return you to the Item Listing screen. If you reload the list, you will now notice the Quantity on Hand and total Sold have been combined:
If you double click into the Edit screen on the "merged" item, it has changed from this:
To after merging, this:
The key changes are:
- removal of the UPC entirely
- a Stop Selling date of today is added
- Block from Search is checked
- "[MERGEDINTO]: xxx" note, with the item code it was merged with
Merging items can be useful, but it comes with some potential tradeoffs. One you click Save on the Edit Item screen, the merge is PERMANENT, and cannot be reversed. ALL instances of one item code are replaced with the other, for all of history. Every sale, receive, relabel, send, etc is changed. Be absolutely certain you want to do this before you do!
In addition, if you use FieldStack price label stickers for your items, the Merged items MUST be relabelled immediately, using the UPC barcode or searching for the item manually, or you risk inventory transaction errors. The reason for this is the FieldStack barcode contains information about a specific Item Code, and not the UPC. This means that when you scan it, it will always sell the specific item listing that that sticker was printed for.
In they Milky Way example, we merged item code 1697927 into item code 14472264. If we had Milky Way candy bars on the sales floor with a barcode sticker from 1697927 and sold one, it will still scan as that original item, putting QoH into negative. This means that if you have any stock on the merging item, you should let stores know as soon as possible so they can prevent any inventory problems.