Please read carefully before you begin. This process cannot be undone!
What does "cloning" a location mean?
The cloning process means taking the inventory that exists at one location and replicating them for a second location. From the Product Detail page (under the Locations tab) this would look like enabling the product for whichever location you're cloning to.
For example, let's say I just opened up a second store and it sells basically the same products as my original store. Different quantities of course, but the products themselves are the same.
Rather than creating the inventory for Location 2 from scratch, or manually enabling each product for the new location, I can simply copy the products in Location 1 into Location 2.
Once the cloning process is complete, the inventory entries are independent of each other. So selling a product at Location 1 will not affect the quantity at Location 2 and vice-versa!
How to Clone
The process starts on the Locations & Integrations page.
Click on the Location Name for the location you want to fill with existing information ("Cap Hill" in the example below) and you'll see a gear wheel option on the panel:
Click on the "Clone Products from another location" option to get started. You should then see a page like this:
Source location, Taxes, and Quantities:
Source location is the Location whose inventory you wish to clone from ("Warehouse Location" in the diagram above).
Taxes are the tax rates you want to be carried over. NOTE: The tax rate must already be created and active for the new location to which the inventory is being cloned.
Quantities are optional and usually not recommended. The default is set for stock counts to not be copied over. This means that all the cloned Products will have quantities of zero and then you can update when you're ready.
If you select "Yes," then this location will have the exact same stock counts as the source location.
Once you choose all your options, hit the Clone Products button. This will take the inventory information currently in the source location and clone it to the location you selected.
IMPORTANT: Cloning your Products does not automatically sync them to any integrations at the new location. To sync all Products to your POS, follow this guide for exporting to an integration.
Things to Note:
Bundles will clone to the new location.
If you are cloning and exporting to a new integration, we highly recommend creating the new tax rate before cloning. This will save you time!
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