In cases where you need the ability to consolidate duplicate Manufacturers or your Manufacturer wants to take control of their data, the Transfer tool will help.
The steps below are most commonly followed to combine an agency-managed Manufacturer (those with a "pencil" icon to the far right) and a self-managed Manufacturer (those with an "eyeball" icon to the far right) when a Manufacturer decides to begin managing their data for your and other companies linked to it.
NOTE: Before you make this change please read the article on Data Management, HERE.
On the Manufacturers page, begin by clicking on the Transfer button above your Manufacturer list:
In the resulting window, you will choose which Manufacturer the data will be coming from and who it will be going to.
Checking the Transfer Account Numbers checkbox will also move any Bill To/Ship To account numbers that are associated with the "From" Manufacturer account and transfer them to the "To" Manufacturer account.
To continue, click the Transfer button.
You will be asked to confirm the transfer.
This action can not be undone. Please be sure you've selected the correct Manufacturers in the correct order.
Once the transfer is complete, you will have three options to choose from.
Keep Both - This will leave the "From" Manufacturer, now with no order history, untouched and will still remain in your Manufacturer list as an Active Manufacturer account alongside the "To" Manufacturer account.
Delete & Close - This will delete the "From" Manufacturer from your agency, and will no longer be associated at all with your company. The "To" Manufacturer will be the Active one of the two. THIS ACTION CAN NOT BE UNDONE!
Deactivate & Close - This will keep the "From" Manufacturer connected to your company, but set as Inactive. The "To" Manufacturer will be the Active one of the two. This is our recommended choice to ensure any leftover data or assets can be accessed if needed.
Managing Divisions for Manufacturers after a Merge / Transfer
Divisions will not transfer from one Manufacturer account to the other when you merge / transfer Manufacturer accounts. As such, you must add the applicable Divisions to the go-forward Manufacturer account. Failure to do so will impact a Salesperson's ability to write orders, with the right line package, for Customers.
STEPS:
- Add a Division to the merged Manufacturer account
- Select Manufacturers in the left-hand navigation
- Find the Manufacturer you want to add
- Click on the eyeball or pencil icon in the Action column
- When the Manufacturer screen opens up, click on the Order Settings tab and then the Divisions section, scroll to find the appropriate Division, and then click on the plus symbol to add. This will link the Manufacturer to this Division.
Repeat the steps for any other Manufacturers that need a Division added to their account.