Merge or delete supplier accounts

Overview

• Merge duplicate supplier accounts, or delete any that aren't needed.

Merge supplier accounts

If you have duplicate supplier accounts, merge them together to store documents in a single folder.

• You can merge up to 10 suppliers at a time, but you can’t undo a merge.
• When you merge suppliers, select one supplier as the name for the new folder (the primary supplier). All documents in the new folder show under the primary supplier name. Any new documents imported for a merged supplier are automatically assigned to the primary supplier, and take on its publishing settings.
• Subfolders aren’t affected when you merge suppliers.

To merge supplier accounts:

1. On the dashboard, click the settings icon in the top right-hand corner.
2. On the Manage Accounts tab, select the Suppliers tab.
3. Select the suppliers to merge, then click Merge.
4. Select the supplier you want to keep, then click Merge Suppliers.
5. Click Close.

Delete a supplier account

• Before you delete a supplier account, remove or reassign any documents in the supplier’s folder. If the delete option still isn’t available, empty the trash folder.
• You can delete up to 50 supplier accounts at a time.
• Deleting a supplier can’t be undone.

To delete a supplier account:

1. On the dashboard, click the settings icon in the top right-hand corner.
2. On the Manage Accounts tab, select the Suppliers tab.
3. Select each supplier to delete, then click Delete.
4. Click Delete [number] Supplier.

What's next?

If you need to restore a deleted supplier, you’ll need to set up the supplier again.