Copy Settings lets HQ owners and admins set up one location the way they want, then copy that setup onto other locations in the organization. It's in the HQ sidebar under the admin links, at HQ → Copy Settings. Only org owners and admins with HQ dashboard access see the link. Anyone else who opens the page sees "Only HQ owners and admins can copy settings between locations."
What can be copied
Tick any of these four:
- Catalog: products, services, film brands and films, and pricing rules.
- Tint prices: vehicle types, add-ons, films, window pricing and the price grid.
- Packages: ceramic, PPF and flat glass packages and panel pricing.
- Sales Matrix setup: custom categories and items, plus pricing and behavior settings. Hours, dates and schedules stay as they are.
Customers, quotes, invoices, payments, appointments and staff are never copied.
How matching works
Items are matched by name. An item the other location already has with the same name is updated to match the source. An item it doesn't have is created. Nothing is ever deleted, so items that exist only at the other location stay as they are.
Some items are skipped, with the reason shown. For example, two items at the other location share a name, so it can't tell which one to update, or the source location has none of that kind saved.
Copying, step by step
- Choose locations. Pick the location to Copy from, then tick each location under Copy to. Only active locations are listed. Corporate stores can be picked and are marked Corporate store.
- Choose what to copy. Tick one or more of the four kinds above.
- Preview, then apply. Click Preview. It runs the real copy and undoes it, so you see exactly what would change at each location: how many items would be created, updated, already the same or skipped. Open each list to see the item names. If a location already has products or services, a warning says how many and that items with the same name will be changed to match the source.
When the preview looks right, click Apply, then confirm Copy settings. A message confirms how many locations were copied onto, and each location's card then shows what was created and updated.
Things to know
- Apply needs a fresh preview. Apply only works for the exact selection you just previewed. If you change the source, a location or a kind, the page says "The selection changed since the preview. Preview again to apply." A preview is good for 30 minutes and for one copy, so copying again needs a new preview.
- Each location is copied on its own. If one location fails, it shows Failed, nothing changed and the others still copy.
- Closed locations can't be copied onto. Reactivate a location before copying settings onto it.
- Limits. Each person can run 30 previews and 10 copies an hour.
- Audit log. Every copy is recorded in the HQ audit log as "Setup copied between locations", with the locations and how many items were created, updated, already the same or skipped.
Frequently asked questions
Will copying delete items at the other locations? No. Copying only creates missing items and updates items with the same name. Nothing is ever deleted.
Are customers or past jobs copied? No. Customers, quotes, invoices, payments, appointments and staff are never copied.
Why is the Apply button greyed out? Apply only works right after a preview of the exact same selection. Click Preview again, check the results, then click Apply.
Can a franchise viewer copy settings? No. Only org owners and admins with HQ dashboard access can preview or copy.