Go to app.oneshopretail.com
1. Introduction
From accessing client information to confirming the merge, this guide will walk you through each step necessary to streamline your account management process.
2. Click "Clients"
Navigate to the Clients section.
3. Click "Search Clients"
Access the Search Clients function.
4. Click "Customer Name"
Select the Customer Name option.
5. Seach for the Customer you would like to Merge
Fill in "matt"
6. Select the duplicate accounts
Follow the prompted link.
7. Select the duplicate accounts
Select the specified area.
8. Click "OK"
Click on the "OK" button.
9. Click "Confirm"
Proceed by selecting "Confirm."
10. Click here
Choose the indicated location.
11. Click here
Select the provided option.
12. Click "Merge Clients"
Initiate the Merge Clients function.
13. Click "Ok"
Complete the process by clicking "Ok."
This guide detailed the process of merging duplicate accounts in Oneshopretail seamlessly. By following the steps outlined, users can efficiently navigate through the platform to merge client data accurately and enhance their account management capabilities.