Steps to Unmerge Customers
There is not necessarily a quick way to unmerge your customers, but you can follow the steps below:
- Go to Customer > Find - put in the name or ID of the wrongly merged customer.
- Select "Inactive Accounts" on the bottom left of the screen.
- When the customer comes up, go to their customer account and uncheck the Inactive box.
- This marks the merged customer active again.
- Next, go to the main account the customer was merged into by again going to Customer > Find.
- Go into EACH sale that was moved incorrectly and use Supervisor > Change Customer.
• This action moves the sale history back to the correct customer.
- Once finished moving the sales over, then save the records.