Overview
The Multi-Unit PMIX Copy tool lets you copy PMIX mappings from one source location to multiple destination locations that share the same POS system. You’ll need access to the PMIX Mapping page to use it.
Requirements for copying:
- Locations share the same POS system and have similar menus
- Locations are either in the same company and concept in Garde, or part of a franchise sharing the same concept
This tool is built for multi-unit groups running the same menu and POS across locations. It won’t work well if your locations have differently named menus or menu items.
When is this useful? Two common scenarios: (1) You’ve got the same menu across multiple locations and you’ve already done the mapping work at one of them — no need to repeat it everywhere. (2) You’re opening a new location with an existing menu and want to hit the ground running with theoretical reporting from day one.
Features
- Consistent mappings — The AI ensures that identical menu items across locations are mapped the same way.
- Automatic detection — The system identifies shared menu items without manual intervention.
How It Works
The copy function matches items between locations by comparing the combination of Major, Minor, and Item Names (capitalization doesn’t matter). If those three values match exactly between source and destination, the mapping gets copied.
All three values — Major, Minor, and Item Name — need to be identical across locations for the copy to work.
How to Copy Mappings
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Set Up Your “Source” Location
- Pick the location where your mappings are complete and correct. This becomes your “source of truth.”
- Save any recent mapping changes before you start the copy process.
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Click “Copy to…” and Select Destination Locations
- You can select multiple locations within the same company and concept.
- Locations from different concepts won’t show up (because their menus would be different).
- Some destinations may show a warning if they already have PMIX mappings — just so you know what you’re overwriting.
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Pick Your Copy Option
- Copy and overwrite: Replaces any existing mappings in the destination locations with mappings from the source. This is the default.
- Only copy where missing: Only fills in mappings for items that don’t have one yet — leaves existing mappings alone.
- Warnings about overwriting only appear with “Copy and overwrite” selected.
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Review and Submit
- A review screen shows your selected destinations, with warnings about potential overwrites if applicable.
- Once you submit, the copy runs in the background. You’ll get an email when it’s done.
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Email Notification
- The person who kicked off the copy gets a detailed summary email — source location, destination locations, and CSVs showing exactly what was copied.
While the copy is running, PMIX mappings are locked for all locations involved. The “Save” and “Copy to…” buttons will be disabled until the process finishes.
PMIX Mapping changes are disabled in the source location during the copy process.
PMIX Mapping changes are disabled in all destination locations during the copy process.
Key Features
Summary Email
After the copy completes, the person who initiated it receives a summary email. It includes when the copy started, who ran it, which source location was used, and which destinations received the mappings.
The email also includes CSV attachments showing which mappings copied successfully and which were skipped (with reasons).
Spreadsheets in the Summary Email
Two CSVs are attached:
- Menu Item Mappings Copied — Lists every menu item and modifier where a copy was attempted. Shows success/failure and the reason for any errors.
- Modifier Details Copied — Lists scale override details for modifiers that use different scales depending on the item being modified (e.g., more milk for a cappuccino than a macchiato).
The source location is included in the CSV filename. Each destination gets its own column showing whether each item was successfully copied.
Questions about errors? Reach out to contact@garde.app and include the CSVs from the summary email — it’ll help us help you faster.
Error Reasons
Here’s what each error message means and how to fix it. After resolving an issue, you’ll need to run the copy again to push mappings to any destination that had the error.
Item not found
The menu item or modifier from the source location doesn’t exist in the destination location. “Not found” means the names aren’t an exact match.
Common reasons for a mismatch:
- Slightly different wording (“large latte” vs. “latte large”)
- Punctuation differences (“latte” vs. “latte.”)
- Different Major/Minor grouping (Lunch > Cheeseburger vs. Dinner > Cheeseburger)
Fix: Make your POS menu structure and button names identical across locations.
Two or more versions of this item have different mappings in source location
You have duplicate Major/Minor/Item Name combinations with conflicting mappings. This happens most often with modifiers, since POS systems frequently have multiple buttons with the same name.
Fix: Assign the same mapping (same Recipe/Product and same Scale) to all versions of the duplicate. Make sure to filter to “All items” on the PMIX Mapping page — there could be hidden mappings outside your date range triggering this error.
You can still use Scale Overrides for specific modifier/item combinations if needed. If you truly need different mappings for the different versions, rename one of the buttons in your POS to make them unique.
Recipe is restricted and not available at this location
The recipe’s permissions block it from the destination location. Enable access or sharing for that recipe, then try again.
This combination of modifier and the menu item it’s modifying can’t be found in the destination location
That specific modifier + menu item combination doesn’t exist at the destination yet — probably because it hasn’t been sold there.
Already has a mapping. Skipping because copy setting is for only copy where missing
The destination already has a mapping, and you chose “Only where missing.” Nothing to do here unless you want to switch to “Copy and overwrite.”
Recipe not found / Product not found
The mapped recipe or product doesn’t exist at the destination location. Verify it exists and that the destination has access, then re-run the copy.
Recipe mapped as the default ‘Removed Recipe’ on the modifier cannot be found
You’re subtracting a recipe via a modifier, but that recipe can’t be found at the destination. Verify it exists and has proper access, then try again.
Recipe/Product mapped as the ‘Removed Product’ cannot be found in destination location
The removed/subtracted product for a specific modifier + menu item combination isn’t available at the destination. Same fix — verify and re-run.
Copy History / Auditing
At the bottom right of the screen there’s a “History” button. It logs every copy action: source location, destination locations, who did it, and when.
Hover over the Destination value to see all destination locations involved in a copy action.
Revert Feature
Made a copy and need to undo it? A Garde staff member can revert to the mappings that were in place right before the last copy action. Keep in mind this is a “point in time” revert — any manual mapping changes you made after the copy will also be undone.
We can only revert the most recent copy action per destination location.
To request a revert, reach out to contact@garde.app and let us know which location(s) need to be rolled back.
Limitations
Exact Matching
This tool compares the combination of Major, Minor, and Item Name between locations. Your menus need to have exactly the same names across locations for it to work. Capitalization doesn’t matter.
Unmapping
The copy tool does not unmap items at destination locations. If “Cheeseburger” is unmapped at the source but mapped at the destination, the destination keeps its mapping.
FAQs
Who can use this feature?
Anyone with access to the PMIX Mapping page can use the “Copy to…” feature. You’ll only see destination locations where you also have PMIX Mapping access. Locations must be within the same company and concept, or part of a franchise sharing the same concept.
For user roles that have PMIX Mapping access, check our User Permissions article.
Can a copy be reverted/undone?
Yes. We can undo the most recent copy action in a destination location. See the Revert Feature section above, or reach out to contact@garde.app.
Will this work with my POS?
It should, as long as you have the same menu across locations. This feature isn’t limited to specific POS systems.
Will the feature automatically sync mappings between my locations?
No. This is a one-time copy, not an ongoing sync. Changes you make at the source won’t automatically push to destinations. But you can run the copy again whenever you update your source location.
If the duplicate buttons have the same mapping (same Recipe/Product and Scale), the copy goes through fine. Same if some are mapped and others are unmapped.
If they have different mappings, the copy won’t go through for those items. You’ll see an error: “Two or more versions of this item have different mappings in the source location.” See Error Reasons above for the fix.
Will this copy everything over? Or only the most recent changes?
Everything. All mappings get copied, not just recent changes.
Yes. All mappings copy over regardless of whether the item has been sold. Seasonal items that haven’t been sold yet will copy as long as the item exists at the destination and has a mapping at the source.
Note: To see unsold items, change the “View” filter to “All items.”
Will this unmap anything in the destination locations?
No. This feature doesn’t unmap items at destination locations, even with “Copy and overwrite” selected.
The exception is Scale Overrides on modifiers — see the section below.
How far back does it copy?
All mappings from the source, regardless of timeframe. Even items under the “All Items” view (not just “Sold Items”) get copied.
How does this feature handle Scale Overrides for modifiers?
Scale Overrides are used when a modifier requires different quantities for different menu items (e.g., more almond milk for a large flat white than a cortado).
Scale Overrides copy over as long as the modifier + menu item combination exists at the destination. If that specific combination hasn’t been sold at the destination, the override won’t copy (you’ll see an error message about it).
About unmapping/removing Scale Overrides during the copy (only with “Copy and overwrite”):
If the default mapping of a modifier changes during the copy process, any old Scale Overrides for that modifier get removed at the destination. This makes sense — the old overrides were specific to the old mapping and wouldn’t apply to the new one.
The CSV will note “Mapping Reset” for these items. If the source location had its own Scale Overrides, those will be copied to the destination.
If the default mapping doesn’t change, existing Scale Overrides stay put (though source overrides will still overwrite destination overrides).
Troubleshooting
Questions or errors? Reach out to contact@garde.app with the CSVs from your summary email.
I don’t see my location in the location selection list
A few things to check:
Is it in the same Concept in Garde?
Only locations in the same concept can copy between each other. Different concept usually means different menu, which means this tool can’t help.
Do you have PMIX Mapping access for that location?
You need access to the PMIX Mapping page — not just access to the location itself. Work with your Garde admin to adjust permissions if needed.
Is a copy already running for that location?
If someone else is copying to or from that location, it’ll be temporarily unavailable. Check the PMIX Mapping page for that location to see if a copy is in progress.
Is the location active?
Inactive locations won’t show up. You’ll see an “Inactive” icon in the location dropdown if that’s the case.
What does this error mean?
Check the Error Reasons section above. If you’re still stuck, contact us at contact@garde.app with your CSVs.
Why didn’t my mapping copy over?
The summary email includes a CSV that tells you exactly why each item didn’t copy. The most common reason is that the item wasn’t found at the destination — meaning the Major/Minor/Item Name combination doesn’t match exactly.
For the full list of error messages, see Error Reasons above.
If you didn’t receive a summary email (or it had an empty CSV), reach out to contact@garde.app with your source location and when you started the copy. Only the person who initiated the copy gets the email.
