IMPORTANT: If you are moving to big chain (multi location) and do not follow these steps completely, your data will likely be compromised. Please make sure to take time to complete each step in this article. Make sure to reach out to firstname.lastname@example.org during this process to have your data moved successfully.
Note: If you plan on using an Accounting integration we have some location aware tweaks you can make. See the relevant accounting integration help page for notes on class tracking or location categories.
1. Once you upgrade to Big Chain, head over to Admin > General Preferences, and enable Multiple Locations:
After doing so, you'll see Locations appear in your main Admin Panel. This is where you'll add and manage your locations:
By clicking on Edit, you set the email, address, phone number, website, and tax rates for each location.
2. After setting up your new locations, your Users, Tickets, and Inventory will need to be told where to go.
IMPORTANT: If your users are not configured for multiple locations completely, your data will be compromised and not easily reconciled.
3. To configure your Users Location, head to Admin > Users, and then click on the User details to edit. On that new page, you'll need to specify which locations that User is allowed, and what their default Location is when they log in:
4. After enabling multiple locations, your Tickets will be floating and not visible. The first step is to send us a note at email@example.com, telling us which of your locations we should move all Tickets.
5. After we send all Tickets to a location, you can use Logistics to transfer Tickets between the various locations if needed:
6. You'll need to distribute Inventory as needed. First, you can export your Inventory CSV:
7. In this CSV, you will see new columns for each location. In these columns, specify how much QTY of that item you have at each Location.
8. After this is done, re-import the CSV on the same Inventory page, where you originally exported it.
9. Head to Admin > Cash Registers and add a new register for your new location.
10. Make sure you associate each of your registers with a location.
11. If you use Google Cloud Print, go to Admin > App Center > Google Print Automation > Printers > and associate each printer with its correct location.
TemplatesThe templates section will now show new tags for location specific information. We recommend modifying your templates so that they reflect the location that the invoices, ticket and other info is for the location the purchase or work is being performed.
Please note that the conversion to a Big Chain account will reset some of your templates to pull in the new location data. Your templates should be saved as previous versions but you can also save the HTML externally if you have customized your templates and will want to re-implement them.
Additionally, there's not currently a migration path for moving existing Parts orders to the Logistics module. Existing status links on tickets will no longer be valid. These will have to be manually re-created once you've set up your Big Chain account.
Moving to Big Chain is a big step in getting access to powerful tools for managing your growing business. However, the migration process can cause a few bumps in the road if you aren't careful.
My Parts Orders disappeared how do I get them back?
If after the migration you notice that your parts orders are gone don't panic. The parts order has been changed to logisitics which will allow you to move parts between locations. During the intial switch, however, old parts orders gets left in the old UI.
Use this slug to access it again https://subdomain.repairshopr.com/parts