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Transaction Manager: Consolidate Items Setting
Transaction Manager: Consolidate Items Setting

We have a way to consolidate things... Check out these instructions!

Sean Foley avatar
Written by Sean Foley
Updated over 9 months ago

Product: Transaction Manager

Article Link:

Setting: Consolidate Items (Import)


Configuring Item Consolidation

If you have the same item number listed across several lines on the same document in your Enterprise Resource Planning (ERP) system, and would like to combine them into one line item to reflect the sum of the quantities, perform the following steps:

  1. Select Transaction Manager > Trading Partners.

  2. On the Trading Partner page, select your trading partner.


  3. On the Partner Identifiers page, select Preferences > Transactions from the action bar.

  4. On the Transaction Setup page, click the Integration tab, the check the box for the desired transaction in the Consolidate Items (Import) column.

  5. Click 'Save' on the action bar.


Related Topics

rev: 02/15/24

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