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How to Merge Unconfirmed Orders

Order Processing

How to Merge Unconfirmed Orders

This is an optional setting and needs to be enabled by Vinosmith. If you would like this setting enabled please contact help@vinosmith.com

Last updated on 23 Oct, 2025

Vinosmith has the ability to merge unconfirmed orders for the same account.  As of April 2023, this feature is available to all users (admin and rep users.)

  1. Navigate to the unconfirmed order

  2. On the left-hand navigation is a link to "merge" 

  3. All unconfirmed orders for this account are shown on the next screen. Select one invoice to be merged

  4. That order is subsumed by the driving one and then deleted.

You can repeat these steps as much as you need and subsume as many orders as you want into the driving order.

Note for Quickbook Integrations: If the order that was subsumed was previously pushed to your Quickbooks, delete that order from QB so as not to create "duplicate" orders.

 

 

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