Store Exchange: Sending Files from Headquarters

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These instructions assume you have already configured Store Exchange with your other stores and specified a communication method.

Which Store Exchange method do you want instructions for?

Send via desktop e-mail client

1. If you want the e-mail sent immediately, connect to the Internet before proceeding.

2. From the Store Exchange Center or the Stores menu, select Send Files or include Store Exchange in your End of Day procedure.

3. In the Store Exchange dialog, select the remote stores to receive the mailbag and make any necessary changes in e-mail addresses, and then select S end. (Changes made here affect only this occurrence of Store Exchange.)

4. Your e-mail client is automatically launched and a single e-mail is created, with the mailbag file attached and addressed to all stores specified. A default message instructs the remote stores how to process the attachment.

- If you are online when you select S end, the e-mail is automatically sent.

- If you are not online when you select S end, the e-mail is placed in your e-mail client's outbox, ready for you to manually send later. When ready to send, connect to your Internet service provider, access your e-mail client, and initiate a Send of the e-mail in your outbox.

Notes on using desktop e-mail

Send via Web-based e-mail

1. From the Store Exchange Center or Stores menu, select Send Files or include Store Exchange in your End of Day procedure.

2. In the Store Exchange dialog, select the remote stores to receive the mailbag and make any necessary changes in destination folders, and then select S end. (Changes made here affect only this occurrence of Store Exchange.)

3. The mailbag is created and placed in the destination folder specified. A Windows Explorer window is opened, showing you this location.

4. Access your e-mail service on the Internet and follow their instructions to create the e-mail, enter the remote e-mail addresses, add a message/instructions to the remote store, browse to and attach the mailbag file, and then send the e-mail.

Notes on using Web-based e-mail

Send via Intuit Service

1. Establish your Internet connection if necessary.

2. From the Store Exchange Center or the Stores menu, select Send Files or include Store Exchange in your End of Day procedure.

3. In the Store Exchange dialog, select the remote stores to receive the mailbag and then select S end. (Changes made here affect only this occurrence of Store Exchange.)

Point of Sale creates the mailbag file, connects to the Intuit Service, and leaves the file for remote stores to retrieve.

Send via network file transfer

1. From the Store Exchange Center or the Stores menu, select Send Files or include Store Exchange in your End of Day procedure.

2. In the Store Exchange dialog, select the remote stores to receive the mailbag and make any necessary changes in destination folders, and then select S end. (Changes made here affect only this occurrence of Store Exchange.)

3. The mailbag file is created and then copied to the destination folder specified for the other store(s) (e.g., their in folder).

Notes on using network file transfer

Send via removable media

1. From the Store Exchange Center or Stores menu, select Send Files or include Store Exchange in your End of Day procedure.

2. In the Store Exchange dialog, select the remote stores to receive the mailbag and make any necessary changes in media drives/ports, and then select Send. (Changes made here affect only this occurrence of Store Exchange.)

3. You will be prompted to enter the media (floppy disk, USB device, etc) in the appropriate drive or port. Enter the media and select OK. The mailbag file will be copied to the media.

4. If sending to multiple remote stores, repeat to copy the mailbag to separate media for each store.

5. Transport the media to the other store(s)

Notes on using removable media

Store Exchange guidelines at Headquarters:

- It is suggested you read and follow the recommended Store Exchange sequence.

- Only the Server Workstation can run Store Exchange

- Before you send files, it is a good practice to check for and process in any mailbags that you may have received and not yet processed from remote stores

- There are three ways by which sending a mailbag can be initiated:

- From the Stores menu or the Store Exchange Center, select Send Files to prepare and send a mailbag to remote stores.

- Include the Store Exchange option in your End of Day procedure.

- Schedule your Store Exchanges to happen automatically (available only for Intuit Service and Network File Transfer methods)

- You can revise the Store Exchange settings for particular remote stores and select which are to receive the current exchange mailbag in the Store Exchange dialog displayed. Each of your remote stores is listed in this dialog. Select the E dit button to the right of a store line to make changes in how the file is sent to a particular store. Any changes you make here apply only to the current exchange.

- Select V iew Log after an exchange is completed to review or troubleshoot any problems that occur.

- All exchange mailbag files created at Headquarters are in the format hqxxxxx.qbt, where:

hq = Headquarters

xxxxx = sequential number of mailbag, incrementing 00001, 00002, 00003, etc. with each sent mailbag

.QBT = the file extension used for all Store Exchange mailbags

Related Topics

Send item pictures to remote stores

Receive a Store Exchange mailbag

What information is exchanged?