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Creating one master company and pulloing in other companies under the umbrella of the master

  • 1.  Creating one master company and pulloing in other companies under the umbrella of the master

    TOP CONTRIBUTOR
    Posted 14 days ago
    Edited by Chase Landorf 14 days ago
    typo correction in subject: pulling*

    We have multiple companies in our database, that we want to place under one master company. I see there is the customer combiner and modifier in the sales tab utility. But my question is, is it a one to one process? Or are we able to select many to one, and combine them to the one master company name? Then there is a question of, will it matter if the customers have different names to the master customer name, will the process run? I just watched a YouTube video on it, but, the video  did not do an example of multiple customers with different names. Any advise is appreciated.

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    Chase Landorf
    Director of I.T.
    Ideal Deals, LLC dba Ideal Aluminum Products
    Saint Augustine FL
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Creating one master company and pulloing in other companies under the umbrella of the master

    Posted 2 days ago
    Thanks for this case. I also have the same solution!

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    marlas Stinson
    Noca+
    Москва
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Creating one master company and pulloing in other companies under the umbrella of the master

    GOLD CONTRIBUTOR
    Posted 23 hours ago
    combine multiple companies into a single company pretty easily using the customer combiner.  just create a tab delimited file with two columns.  the first column will be the from-customer id and the second will be the to customer id.  you can have the same to-customer id listed as often as needed in the second column.  when you open the customer combiner window, select your file as the import file and then hit the validate button.  the validation process will review your file contents and it any of your from or to customer id's don't exist you'll get a report stating that.  I think it also checks to see that from and to customers have the same parent id.  if no errors are returned then you can process the file.  it won't matter if the names are different.

    just realize that the combiner will move all transactions from the from-customer over to the to-customer, and then the from-customer id will be deleted.  so it's not really "under the umbrella of the master".  if you just want to relate customers to a master id then you need to look at setting up national accounts so that you can then have parent-child relationships.

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    Jim Harris
    Director of Information Systems
    ExamWorks, Inc.
    Atlanta GA
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    Academy - Online Interactive Learning from Experts


  • 4.  RE: Creating one master company and pulloing in other companies under the umbrella of the master

    SILVER CONTRIBUTOR
    Posted 23 hours ago

    Customer Combiner will literally merge the customers under the "parent" as if the child customers never existed. Where there was once 2 customer ID's and names, there will be only one. You can upload the transition, but you have to list them one by one. Also there is NO reversing the process, unless you restore to a backup.

    I think you want to look into National Accounts to create that Parent/Child relationship. unfortunately, i've never really used it so i don't have much insight on how it works.



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    Mike Bresnan
    Arabella Advisors
    Washington MD
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    Academy - Online Interactive Learning from Experts


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