Change Store Type

Multi-Store Overview

Pro

A multi-store operation that plans to exchange information between stores can have only one Headquarters store. All other stores must be configured as remote stores.

Generally, it is advised that you NOT change store type after you have been using Point of Sale for some time, however there may be circumstances under which it is necessary:

- You mistakenly installed a store as one type when it should have been the other

- You have been operating multiple stores independently, each as a Headquarters store, and now want to integrate them into a true multi-store operation

- You want to swap the locations of Headquarters and remote store

In the first case (mistakenly installed as wrong store type), if you havent already entered inventory data or recorded transactions, you can simply change store types:

- Changing Headquarters to Remote: From the C ompany Preferences > Multi-Store page, select Change to Remote and follow the on-screen instructions, entering a new store number and Store Exchange information for the Headquarters store when requested.

- Changing Remote to Headquarters: From the File menu, select Company Data > New. In the dialog displayed, enter a name for the new data file, and select Headquarters.

In either case, Point of Sale will create a new company data file and launch the Setup Interview to help you configure the software for your store. Learn more about a multi-store operation.

In the other two cases, or if you have already entered data you dont want to lose, additional steps must be taken to ensure the integrity of your existing data.

It is strongly recommended you contact Intuit Technical Support for assistance before attempting to change store types in these cases, since the particular circumstances that apply in your situation cannot be completely anticipated.

Some of the preparation and data issues to be aware of include:

- Merchant Service. All unsettled credit and debit card batches should be settled before changing store types.

- Licensing: Each store is installed with a unique license number and client workstations within a store may have merged licenses with the server workstation. The licensing information in your current data files may not be compatible with your new configuration. Intuit Technical Support can help you reconfigure your licenses as necessary.

- Integration with QuickBooks financial software: Only Headquarters can exchange data with QuickBooks; you may need to reconfigure Financial Exchange as necessary to ensure the ongoing successful exchange of information.

- Inventory: In a multi-store operation all stores share the same item list. If you have been operating with separate inventories at multiple stores and change a store to a remote, the unique inventory items at that store will be lost if steps are not taken to first migrate them to the Headquarters inventory.

- Transaction History: Changing store types typically involves changing store numbers. All previous transactions will have the old store number recorded, unless the proper procedure is followed to renumber these transactions with the new store number.

- Order Documents: Special steps may have to be taken to ensure you have records of pending purchase and customer orders and any deposits that may have been taken towards those orders.

- Physical Inventory: Depending on the steps used to change store types, you may have to do a physical inventory at each store after the change to update inventory quantities by store.

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