Recommended Store Exchange Sequence at Remotes

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At the end of each sales day, each workstation in the store should run a Z-Out Drawer Count report to "close" the workstation for the day. Then, the following activities should be performed on the Server Workstation, typically as part of the automated End of Day procedure.

1. Run a Z-Out Store Close report.

2. Settle credit card transactions with the QuickBooks Desktop POS Merchant Service (if applicable).

3. Perform a backup of your Point of Sale data.

4. Send the day's transactions to Headquarters.

5. Prior to opening for business the next business day, receive and process an updated file (mailbag) back from Headquarters.

The mailbag from Headquarters must be processed by the Server Workstation. No other workstation can be working in Point of Sale during this procedure, as the process will close all open windows on all workstations if necessary to update your files.

Related Topics

Remote store sending guidelines

Schedule Store Exchanges