Merge Items Management

The Merge Items feature helps businesses combine two duplicate or similar items into a single item. When items are merged, all transactions, stock records, serial numbers, and references linked with the source item are automatically transferred to the selected destination item or Merged Item

With AltheaSuite, you can safely manage duplicate items, maintain accurate inventory records, and preserve complete transaction history after merging.

Note: Item merging is a permanent action and cannot be undone.

STEP 1: Select the Item to Merge

● Navigate to Product Screen
● Select Items
● Locate and select the item that needs to be merged
● Click on Three Dots (More Options) menu
● Select Merge Item

The Merge Item window will open.

STEP 2: Select Destination Item

● The Merge Item window will display two items:

Item to Be Deleted (Source Item)
The item that will be merged and removed after completion.

Item to Merge Into (Destination Item)
The item that will remain after the merge.

● Verify both items before proceeding.

 All details from the Source Item will be transferred to the Destination Item.

STEP 3: Confirm Merge Action

●Click Yes to confirm the merge. 

A confirmation notification will appear:

“Once merged, this action cannot be undone.”

● Click Yes to continue.

The system will proceed with the item merge process.

STEP 4: Confirm And Complete Item Merge

● Click Yes to complete the process.

The selected Source Item will be merged into the Destination Item.

During the merge process:

 ● All stock quantities will be transferred to the Destination Item
● All Stock In transactions will be updated
● All Stock Out transactions will be updated
● All Serial Numbers will be transferred

                Before                                                                     After

 ● Purchase Orders will be updated
● Sales Orders will be updated
● Quotations and Invoices will be updated
● All references where the Source Item is used will be updated
● Source Item will be deleted after successful merging

The Destination Item will contain all data and transaction history from both items.

STEP 5: Verify Merged Item Details

● Navigate to Product Screen
● Open the Destination Item

Validate :

 ● Stock quantity has been combined
● Stock movement history is available
● Serial numbers have been transferred
● Purchase transactions are updated
● Sales transactions are updated
● Existing Orders, Quotations, and Invoices reference the Destination Item
● Source Item is no longer available in the item list

The item merge is completed successfully, and all source item data is available under the destination item.

ADDITIONAL FUNCTIONS

● Item merging is a permanent action and cannot be reversed

● Source Item is automatically deleted after the merge

● All historical transactions are updated to reference the Destination Item

● Stock In, Stock Out, and inventory records are preserved

● Serial numbers are transferred automatically

● Purchase Orders, Sales Orders, Quotations, and Invoices are updated

● All system references related to the Source Item are moved to the Destination Item

● Destination Item retains complete transaction history from both merged items