What is the alternative to merging two vendors and how can I edit vendor A's transaction to be under vendor B and deactivate vendor A?

Problem

You cannot merge two vendors. You need to edit transactions from Vendor A to be under Vendor B and then deactivate Vendor A.

Solution

Edit the transactions and deactivate the vendor

Editing Vendor A's Transactions to Vendor B

1. Using Search or the Purchasing  section, open the Purchase Order you want to edit. The Purchase Order must be in Pending status.

2. Click the Actions menu and choose Edit.

3. Edit the vendor from Vendor A to Vendor B.

4. Save your changes.

5. Repeat the steps for each transaction you want to move from Vendor A to Vendor B.

Deactivating Vendor A

1. After moving all necessary transactions, go to Settings > Purchasing > Vendors.

2. Find Vendor A in the vendor list.

3. Click on Vendor A to open the vendor details and click Edit.

4. Toggle the Active slider to Inactive.  

5. Click Save.

By following these steps, you can effectively manage your vendors in ServiceTitan without the need to merge them. This process ensures that all transactions are correctly attributed to the right vendor while keeping your vendor list up-to-date and organized.