That's great news! We have a couple of options to consider when handing over posBoss to a new owner. Let's take a look...

Option 1 - New owners take over your account

Handing over the posBoss account entirely means that the new owner has access to your current menus, data and past reporting. You will need to make sure you have exported any data you need before handing over. This is the simplest method and all that is needed are the following steps on handover.

  1. Update the login details and Login name.

  2. Change the Credit Card for posBoss subscription payments

  3. Let us know the new owner's name & email address for billing

  4. Edit company details for GST receipts

  5. Are you handing over the iPads? If so, changeover the Apple ID to the new owners - Change Apple ID

  6. New owners can also book in a free 1 hour video training on the posBoss basics (here)

Option 2 - New owners create a new account

This method is a little more complex. The new owners will need to create the account and either build the menu from scratch, or, with your permission, we can copy over the items and menu to the new account.

Moving the menu and items to the new account should be done before any items are created on the account.

It copies:

  • Item/button names and sales price

  • Mods and categories

  • Menu layout

It doesn't copy:

  • Items and mods not on the menu being copied

  • Item recipes or costings

  • Products or any stock control information

  • Item images

  • Reporting history

When the new owners take over, they’ll need to delete posBoss from the iPads, install and log in with their account and configure printers, eftpos etc. This is the article that guides new owners through the process.


Did this answer your question?