When looking to combine your existing Edge data with one from another store, there is preparation you must be ready to perform to ensure smooth conversion. This applies to both existing Multi-Store environments acquiring a new store and Single Stores adding a second store. You should be prepared to explain what details are to be merged to our client onboarding associate. 

This includes but is not limited to:

• Images
• Sales History
• Customers
• On Hand Inventory

It is important you be as specific as possible for us to ensure the preliminary database we provide for your review as well as any subsequent prelims are as accurate as possible.

It is important to note if you are a current Single Store environment, all data will be shared if you wish to merge the stores together, creating a store 1 and store 2 location. Customers, balances, and items can be viewed from either location and you will have the option to send, receive, and request items from other locations. It is assumed inventory will be managed at your store 1 location. If another location will act as your headquarters be sure to inform us as there is a configuration change. Since the data is shared, you are considered one corporate entity and will fall under a single tax ID.

•  If your data and the store you are looking to consume shared any customers, you will need to manually merge them after the conversion is complete. You can do this by running a Duplicate Customer report to pull customers based on like-criteria, then use our MERGE utility to pick the customer you wish to keep. 
  • Click HERE to learn how to run the Duplicate Customer report.
  • Click HERE to learn about the Merge utility.
     
• The most important preparation which must be done between locations would be matching your Category and Vendor IDs. I normally recommend printing a Category List and a Vendor List from the Edge at the location you wish to keep as your primary. Then at the secondary location, you will need to ensure the Category Number and Vendor IDs match.
   
  •  Meaning, Category 100 in both locations should be diamond engagement rings. If for example the other store is using a Category 101 for diamond engagement rings, when the conversion runs through you will end up with two diamond engagement ring categories. So, before we pull data, that other store should fix and mass move items to Category 100 to match with your setup.
    NOTE:  All items being moved would need to be re-tagged before the merge begins.
     
  • The same applies to vendors. For example, if you have Pandora added at your location with vendor PAN, but the other store has PND, you will end up with duplication which will need to be managed after the conversion runs if not altered beforehand. You can change Vendor IDs by opening the Vendor Record and selecting Supervisor > Enable Vendor ID Change. Any vendor IDs which match between locations, but are for DIFFERENT vendors, we recommend changing the vendor ID to Z001, this will leave you with easy to find vendors which can managed after the merge.
     
• Since both stores are using an Edge database, open balances will be carried over. It is important to speak with the current store owner, or to make a plan PRIOR to us merging the data to clean up any open balances which you do not want in your live database.
  NOTE:  Failure to clean up old/open balances including but not limited to; repairs, special orders, layaways, and credit balances prior to the merge can result in clean up post merge and potential tax obligations. If on hand inventory is going to be included in the merge, it is recommended the store perform a physical inventory to have the most accurate count.
   
• For whichever store you end up deciding will become the new store location, you will need to reprint tags as the item numbers will change in this location.

Once all data is received, we will begin working on it to deliver you a preliminary database which must be reviewed for accuracy. We highly recommend you to take your time reviewing the data. You can receive multiple prelims and provide feedback with requested changes after review. We will not schedule a final delivery until we have received all data and approval of the preliminary database.

Please note that there are fees associated with this type of project. For cost and other billing related questions, please contact us at admin@ajsllc.com or 866-580-3343, Option 0.