From time to time, you may discover and/or accidentally create a duplicate supplier that is already in your system. RAVE users (with Branch Owner permissions) can merge suppliers in RAVE within the Contractors/Contacts button, via the Contacts sub-tab - moving all RAVE transactions over with this.
NOTE: Suppliers vs Contractors
The term ‘Supplier’ in RAVE, is used to describe those suppliers and sub-trades who do not need a RAVE login to access your projects, schedules, and documents in RAVE i.e. 'Suppliers' provide quote information only - they do not need to log in to RAVE to access the project details, and therefore do not need a RAVE login.
As opposed to 'Contractors' who do need a RAVE login to access your projects, schedules, and documents in RAVE.
As a result, we send a welcome email with login details to 'Contractors', but we don't for 'Suppliers'
Merging Two Supplier Profiles
To merge two supplier profiles:
- From the Contractors|Contacts / Contacts sub-tab, we find our duplicate supplier (the one we don't want to use)
- Click it's 3 dot action drop down to the far right of their listing, and select the Merge option
This will open the Merge Supplier pop-up - detailing that the selected supplier will be archived, and their orders will be merged with the selected contact. - Find and select the supplier you would like to use move forward with their supplier profile
- Then click the Merge button
This will archive the unwanted supplier profile, and move their orders etc to the remaining supplier profile.
