Merging product cards: instructions for merging duplicates

The Torgsoft program provides several ways to merge product cards (duplicates) into a single item. This becomes necessary if the same product was mistakenly entered into the database under different names or with different barcodes (for example, as two separate items).

The main principle of preserving history during a merge is that the barcode of the product being deleted (attached) does not disappear without a trace — it is automatically added as an additional barcode to the main product card. This means that when labels with the old barcode are scanned later, the program will correctly recognize the product and retrieve its merged movement history.

Detailed instructions for properly merging product cards are provided below.

Method 1. Merging through the «Stock Status» form

This method is most often used for manually merging any two cards directly from the list of available products.

1. Go to the main menu item «Warehouse» — «Stock Status».

2. Find and select the product that should remain (the main card to which the duplicate will be attached).

3. Click the «Select product for further merging» button.

4. Then find and select the duplicate product that needs to be attached (this record will be deleted).

5. Click the «Merge with selected product» button.

6. You can view the saved barcode of the deleted product in the product card that remains by clicking the «Add manufacturer barcode to product» button (a list of barcodes will open).

Method 2. Merging through «Error Diagnostics» (Saving the merge log)

This method is more systematic and allows you to track the history of the merge operations themselves. It is especially useful if products have the same barcode but different names due to input inaccuracies.

1. Go to the menu item «Merchandise Management» — «Error Diagnostics».

2. Go to the «Product Errors» tab, where such duplicates are displayed.

3. Select the product that should remain in the database and click the «Select for merging» button.

4. Select the duplicate product and click the «Merge» button. The system will ask for confirmation and perform the merge.

Method 3. Merging when a duplicate barcode is detected

If the «Ask» behavior is selected in the product type settings for barcode match situations, then when editing or creating a product with an already existing barcode, the program will display a warning window. In this window, you can choose the «Merge products with identical barcodes» action. If this action is selected, the old (existing) product will remain, and the data of the new product will be deleted (attached).

Important nuances and risks when merging

• Possible loss of selling price. If you merge products and, at a certain accounting center (store), only one of these products exists (and it is exactly the product being deleted/attached), then after the merge, the merged product card at that accounting center will not have a price. You will have to set it again.

• Human factor and incorrect merges. Product merging should be done very carefully. In user practice, there are cases when completely different products are merged incorrectly due to inattention. Since the barcode of the deleted product becomes an additional barcode of the main product, this leads to different products being sold under one name (for example, half of the stock is scanned as "Kvas Taras").

• How to correct an incorrect merge. It is impossible to cancel a merge with one button. If a mistake occurs, you will have to find the product card to which foreign additional barcodes were mistakenly linked, open the list of additional barcodes, and delete them manually, after which you must recreate the correct product cards.