You can get to this part of the system by logging into the system and then in our blue Admin Toolbar, click Products > Products. You can also merge products in your Purchase Orders, which you create by going to Inventory > New Purchase Order.
We have added the ability for you to merge similar or duplicated products in your main Products page as well as in your Purchase Orders. Duplicate products are often the result of accidentally creating a new product in a Purchase Order because you might not have realized it was already saved in your system.
You can merge any two products together with this function, but at present, it does not yet work with product Options.
Merge Products in the Products Page
From your Products page, you can search for any product that might be duplicated, and on the right, click on the line-item actions button (three vertical dots), and you'll see the option to Merge Products. (Please note, you do not have to have line-item check-boxes selected for this feature.)
Merge Products in a Purchase Order
If you create a new Purchase Order and add items to it, each will have the same line-item action button as in the Products page. For each, if you know there is a duplicate product you need to merge, you can click to Merge Products.
How to Merge Products
To start, after you click the Merge Products button, the Merge Products panel will open, and on the left you'll see the item you selected. You'll also have a Search field on the right where you can search for the duplicate.
Once you have found it, you'll see the items side by side, and you'll need to determine which one has the best primary data to keep. For example, one copy of the product might already be in a Department and in a Category and has Descriptions, and the other one might not. One way that can help to tell them apart is by looking at their creation date and time, as pictured here.
Once you have found the one with the best data, click to Preserve These Values for that item. When you do the merge, the other copy will have its data merged into the primary version, and you will be left with a single product. To complete the merge, click the Merge Products button at the bottom.
Here is a short video demonstrating this process: