PRO: Inventory Management - Clone Product

How to Clone a Product

You are able to Clone any Product in your system to create a new variant based on it. When adding new Products to your system it is usually much easier to Clone a Product than to create it from scratch, because you’re usually just changing one or two things, such as Strain or package size. A good use case is when you add new Strains, because you’ll need to add matching Products for the new Strains you’ve added.

To clone an existing product, follow these steps:

  1. Locate the Product you wish to clone on the "Products" or "Manage Menu" page within the Inventory Management module:
  1. Click on the Product's name to navigate to its Product Detail page: 
You can also navigate to the Product Details page by clicking on the eyeball icon next to the Product Name of a Batch in Inventory Management > Batches:
  1. Click the "Clone" button located at the top-right. A "Clone product" window opens: 
Before changing anything, note the words “Clone product – From” and the original product’s name should appear at the top of the window, confirming that you’re not overwriting the original item you cloned from.
  1. Enter a new Product Name and modify the new product's information (Product Line, Sub-Product Line, Package Size, Strain, Unit Price and images) as needed.
  2. Click "Clone & open" at the bottom right of the window. Everything else is copied from the original product, and you’ll land on the new product to finish the rest.
  3. You’ll land on the new product’s Product Detail page with a green "Created" message. Finish the remaining details and click "Update" to save them.
Note: "Clone & open" stays disabled until you change the "Product Name" field - this is to prevent users from having multiple products with the same name.


How did we do?

Powered by HelpDocs (opens in a new tab)

Powered by HelpDocs (opens in a new tab)