How to copy a menu from one Poster account to another
To copy a menu to another Poster account, send an email to contact@joinposter.com from the email address of the owner of the account you want to copy the menu from. A Poster support manager will copy it for you. You can’t copy a menu yourself in the management console. You can copy either the Menu section only or both the Menu and Marketing sections.
☝️ Before copying, the account you’re transferring the menu to (the recipient account) is completely cleared. Deleted data can’t be restored.
What will be copied to another Poster account
When copying data to another Poster account, you can choose one of two options:
- Menu. The following data will be transferred: products, dishes, ingredients, preparations, and product and dish categories.
- Menu + Marketing. In addition to the menu, customers, customer groups, and promotions will be transferred.
💡 You can’t copy the Marketing section on its own. Marketing data is transferred only together with the Menu section.
What won’t be copied to another Poster account
Not all data can be transferred from one account to another. The following data is NOT transferred:
- inventory and stock levels;
- finances;
- sales, receipts, and reports;
You also can’t copy only part of a section. For example, you can’t transfer just a few product categories or customers without transferring the whole menu.
What will be deleted from the recipient account during copying
Before copying, the recipient account is completely cleared. The following data will be deleted:
- all products, dishes, ingredients, preparations, and their categories;
- accounts and transactions in the Finances section;
- all sales and register shifts;
- supplies, suppliers, stock levels, manual stock deductions, manufactures, and transfers;
- customers, customer groups, promotions, and accumulated loyalty points.
After the account is cleared, the following data will remain in the recipient Poster account: transaction categories, storage locations, locations, halls, tables, registers, and employees.
Can deleted data be restored after copying a Poster menu?
No. Poster doesn’t store backup copies of account data, so information deleted from the recipient account during a Menu or Menu + Marketing transfer can’t be restored.
Before sending your request, carefully check the recipient account and make sure you no longer need the data stored in it.
Can I copy a menu from a franchise account in Poster?
No. You can’t copy a menu from an account connected to Poster Connect. Such a menu is the intellectual property of the franchise.
How to request a Menu or Menu + Marketing transfer in Poster
- Sign in to the mailbox of the Poster account owner whose data you want to copy. The request must be sent from this email address.
- Compose a new email to contact@joinposter.com.
- Include the following information in your email:
- which sections you want to copy: Menu or Menu + Marketing;
- the name of the account you want to copy the data from;
- the name of the account you want to transfer the data to;
- confirmation that you agree to have the recipient account completely cleared before copying.
- Send the email.
- Contact us via chat and let us know that you’ve sent a copy request. A support manager will check the information and perform the transfer.
Email example:
«Please copy the Menu section from the want_coffee account to the want_tea account. I agree that the want_tea account will be completely cleared before copying.»
If you have any other questions about copying, contact us via chat — we’ll be happy to help.