Merging Items

This video explains how to merge items within 10X ERP, covering the process, limitations, and best practices. It walks through the steps to merge items, the requirements for compatible units of measure, and the impact on historical data and open transactions.

• Navigate to the Item Summary Table and Select Items to Merge
• Click the Merge Option (Three Dots with Connecting Lines)
• Choose the Main Item to Keep and Confirm the Merge
• Understand Limitations:
  • Cannot Merge Items with Components (e.g., Kits, Assemblies)
  • Merged Items Will Have Open Lots and Orders De-allocated
  • Lots on non-Main Item will be moved to the Main Item at the same Unit Cost (no GL Transactions occur)
  • Historical Data Will Point to the New Merged Item
• Ensure Units of Measure are Compatible Before Merging