Smart Product Merging with Automatic Pricing Transfer

The Problem

Ever imported sales data from another system only to find it created duplicate products with slightly different names? Maybe you've been selling "Smoky Amber Lager" but your recipes are under "Amber Lager". Now you've got two products, one with all your sales history, pricing and SKUs, and another with your actual recipes. Manually copying all that pricing data over? Not fun.

The Solution

Product Merge automatically transfers pricing, SKUs, deposits and tax codes when you combine products. If the product you are merging into is missing a price for a package group, BarSight fills it in from the product you are merging from. All your sales history, orders, batches and inventory are consolidated under one product name.

How to Use It

1. Navigate to Brewery → Recipes
2. Open the three dot menu on the row of the product you want to merge from (the duplicate) and choose Merge Product
3. Check the Merge INTO Product dropdown. It is pre-selected to the closest name match, so make sure it is your main product
4. Click Merge Products and confirm

Several duplicates of the same beer? Tick them all and choose Bulk Actions → Merge Selected. You can also open the duplicate and click Merge Product in its toolbar.

[SCREENSHOT: Recipes page with a product row's three dot menu open on Merge Product, and the merge window showing the pre-selected Merge INTO Product]

What Gets Transferred

When you merge products, BarSight automatically moves:

• All recipes from the old product
• All batches and packaged inventory
• All order history (past orders now reference the correct product)
• Package group pricing, SKUs, UPCs, deposits and tax codes (only fills in missing data, and never overwrites a price that is already set)

Pro Tip

Choose the survivor for its recipe and settings, not its name. Existing prices on the survivor always win, so if the imported product has complete pricing and your original is empty, the prices flow in. If the imported copy has the name you prefer, merge it away and then use Rename Product from the row menu. This cannot be undone.

Learn More

For the full cleanup routine after an import, including customers, package groups and recipes, read Cleaning Up After an Import. See also Creating Products and Recipes and Defining Packaging Groups.