Schedule Store Exchanges

Recommended sequence at: Headquarters | Remote Stores

Scheduling allows you to have Point of Sale automatically run Store Exchanges at the same time each day without manual action. This allows you, for example, to run Store Exchanges overnight when network or Internet traffic is reduced or access fees lower. And it means you don't have to train employees at each store to manually run Store Exchanges.

Scheduling is available only if using the Network File Transfer or Intuit Service methods of Store Exchange.

Headquarters

At the scheduled time, Point of Sale checks for, retrieves, and processes in all files received from remote stores. The Headquarters data file is updated with the remote transactions, and then the updated information is sent back out to the remote stores. Typically, you would schedule your exchanges to occur after all remote stores have sent their files to you.

Remote Stores

You can schedule separate receive and send times. For example, you might schedule to receive files each day at 6 AM (before opening for the day) and send at 10:00 PM (after close, but before Headquarters has scheduled its Store Exchange).

Scheduling and Running

To schedule Store Exchanges:

1. Make sure you are configured to exchange via Network File Transfer or Intuit Service.

2. From the Store Exchange Center, select Schedule on the left side.

3. Enter the time of day you wish Store Exchanges to run.

4. Select OK.

Important Note: Point of Sale must be running on the Server Workstation at the scheduled time and, if logins are required, a user with adequate rights must be logged in. We strongly recommend you lock your computer if it will be unattended at the scheduled time and disable automatic logouts preferences if set.

When the scheduled time arrives, Point of Sale will display a confirmation dialog with a 60-second countdown. This gives you an opportunity to skip the exchange or delay it if necessary to complete other tasks.

Notes:

- You can also schedule Store Exchanges from the Store Exchange page of company preferences.

- All open windows must be closed when receiving files. Point of Sale will close all windows if necessary, but a better practice is to check and close all open windows yourself before the scheduled time to ensure not losing any unsaved information.

- If a scheduled exchange does not occur, Point of Sale will alert you.

- While convenient, scheduling doesn't allow for doing a Financial Exchange with QuickBooks Desktop between receiving and sending files at Headquarters and may not be a good solution if you offer customer charge accounts and want updated account balances at each store every day.

Related Topics

Store Exchange Overview

Store Exchange Center

What if an file is lost or damaged?