Duplicate Vendor

A Duplicate Vendor happens when a vendor is input into Umbrava, and there is already a vendor profile created for the vendor. To prevent both of the profiles being used and having the information of their work orders split, we mark the profile as a Duplicate Vendor. 

This makes the duplicate vendor inactive and sets the inactive reason as 'Duplicate'. There are many steps where we check for a duplicate vendor in the Create Vendor stepper to help prevent duplicates from being created.

Marking a Duplicate

To mark a vendor as a duplicate, go to the context menu on their vendor profile and select the 'Mark as Duplicate' option. This will open the Mark as Duplicate screen, which prompts you to put select the original vendor that is duplicated by this vendor.

You can search and filter the vendors by typing into the list. Once a vendor is selected as being duplicated, the system will give you a warning of the next steps that will be taken if this vendor is marked as a duplicate.

After confirming, the vendor profile will update to being inactive, and a link to the duplicated vendor will appear below the vendors name in the profile.

The duplicated vendor will have a similar link to the duplicate on their profile.

Additionally, a vendor that has been marked as duplicated cannot also be marked as a duplicate, multiple vendors can be marked as a duplicate to the same duplicated profile though.

Service History

A vendor that has been marked a duplicate will have all if their Service History merged with the duplicated vendor. The updated list will be a combination of all of the duplicates and the duplicated profile.

Vendor History

The vendor that is a duplicate will have its history updated to show when it was terminated for being a duplicate, and who the vendor was a duplicate of.

This can serve as a reference if the vendor is no longer considered a duplicate and can operate independently, or if a mistake was made and it was accidentally marked.

Unmarking a Vendor

The context menu used to mark the vendor as a duplicate will update to all the user to 'Unmark as Duplicate'.

Taking this action will ask the you to confirm that this vendor is not a duplicate, and when confirmed, will separate the merged history list back into place and remove the link between the two vendors.

The vendor will still be inactive with the reason for 'Duplicate' and will need to be activated again to restore full function of the profile.