Creating, Managing, and Restoring a Snapshot in NX Restaurant

A Snapshot in NX Restaurant is a saved copy of configuration data from a specific enterprise. This tool is only available to NX Support Partners and is used to quickly replicate setup across multiple enterprises or restore data when needed. Snapshots can include full or partial configurations and can be restored to any enterprise the partner has access to.

Accessing the Snapshots Tool

To access the Snapshots tool:

1. Ensure your dealership name is selected in the Super Picker in the top right corner.
2. Navigate to the Dealership section in the left-hand menu.
3. Select Snapshots.

You will see three tabs:

• Manage – View and monitor existing snapshots.
• Create – Build a new snapshot from selected configurations.
• Restore – Apply a saved snapshot to an enterprise.

Creating a Snapshot

1. Go to the Create tab.
2. Enter a Snapshot Name.
3. Select the Enterprise from which you want to pull configuration data.
4. Browse the configuration data and check the boxes for the sections you’d like to include.
   • You can:
     • Select full areas (e.g., Menus, Fees, Discounts).
     • Expand a section to include only specific records within it.
   • Some selections may auto-include related data. For example: Selecting a Menu Category will also include its attached menu items. Menu items will bring over their Sales Category, Routing Group, and Modifiers.
5. Click Create Snapshot to begin the process.

Once the snapshot is created, it will be listed on the Manage tab with a status indicator. When the snapshot is ready, the status will show as COMPLETE.

Restoring a Snapshot

1. Go to the Restore tab.
2. Choose either:
   • My Snapshots – Snapshots you’ve created.
   • NX Snapshots – Prebuilt configuration templates from the NX team.
3. Use the dropdown to select the snapshot you wish to restore.
4. Choose the Enterprise where you want to apply the snapshot.
5. Click Restore and begin the restore.

The Manage tab will show the progress and status of the restore. Once completed, the status will show COMPLETE.

Best Practices

• Use specific names for snapshots to clearly indicate their contents (e.g., “Wine Menu - Taxes & Sales Categories”).
• Limit snapshot scope when only updating part of a configuration to avoid overwriting unrelated settings.
• When restoring across enterprises, verify compatibility of configuration dependencies (e.g., device names, printers, job roles).