Merchants

Merchants refer to vendors or sellers from whom your employees buy goods and services. When your employees incur expenses from these merchants, you can record their details in Zoho Expense. In this page you will learn how to add merchants and merge merchant entries. Merchants

Adding a Merchant

To add a merchant:

  1. Navigate to Admin > Settings.
  2. Go to the Merchants tab and click on the + New Merchant button on the top right corner
  3. Add Merchant Name. Merchants
  4. Enter the Merchant Code.
  5. Click Save to save your newly created merchant entry.

You can now associate the merchant using merchant code while creating expenses.

Merging Merchant entries

You can merge two merchant entries into one when there is a duplication in your merchant list.

Let’s take an example where your organization has a merchant named “Willpower Inc.”, and you’ve created a new merchant entry for the same. Now, if another user in your organization creates another entry named “Will power Inc.”, then there will be two merchant entries with the same name. Under such conditions, you can merge both the entries into one. To merge merchant entries:

  1. Navigate to Admin > Settings.
  2. Go the Merchants tab and select the two merchant entries which you would like to merge into one.
  3. Click on the Merge button on the top left corner to merge the expense entries. Merge Merchant Entries

Note: Upon merging, one of the two merchants will become the master, and the details of the other merchant (child) will be transferred to the master merchant. (The child merchant will be deleted.) This merge cannot be undone.