This utility allows you to merge customers from one account category into another.
It is advised that you back up your data before running this utility as there is no undo function if you accidentally merge the wrong category.

  1. From the Main Screen of Retailer, click on the Utilities -> Merge Customer Account Categories.
  2. Pick the category you wish to merge from in the Old Account Category drop down menu
  3. Pick the category you wish to merge into with the Merge Into drop down menu
  4. Selecting the Check for customers with invalid account categories will move everyone with a corrupt or missing account category into the one selected in the Merge Into
  5. Click the OK button and Retailer will move the customers from the Old Account Category into the category selected in the Merge Into box and then remove the Old Account Category.
    A notification window will pop up when finished letting you know how many customers were affected.