Please read carefully before you begin. This process cannot be undone!
What does "cloning" a location mean?
The cloning process means taking the inventory information that exists at one location and replicating that information into a second location.
For instance, if I have just opened up a second store and sell all the same inventory, rather than having to create the inventory for Location 2 from scratch, I can simply copy the inventory information in Location 1 into Location 2.
Once the cloning process is complete, the inventory entries are independent of each other. So selling an item at Location 1 will not affect that item's quantity at Location 2 and vice-versa!
How to clone from an existing location:
The process starts in the Locations and Integrations tab in the Settings section of Shopventory.
Simply click on the Location Name for the location you want to fill with existing info (Location 2 in the diagram below) and you'll see a gear wheel option on the panel:
Click on the "Clone items from another location" option to get started. You should then see a page like this:
There are three things you need to choose: Source location, Taxes, and Quantities:
- Source location is the Location whose inventory you wish to clone (Location 1 in the diagram above). So, if I want Location 2 to have the exact same list of inventory as Location 1, I would select Location 1 as my source location.
- Taxes are the tax rates you want 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 to "No." This just means that all the cloned items will have quantities of zero for you to update. 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 Items button. Again, this will take the inventory information currently in the source location and clone it to the location you selected.
IMPORTANT: Cloning your Items does not automatically sync them to any integrations at the new location. To sync all Items to your POS, follow this guide to initialize your integration.
- Managing Locations & Integrations
- Integration Settings
- Transferring Inventory Between Locations
- Connecting Your Business
- Warehouse Locations