Configure Store Exchange at Headquarters

How do I? | Store Exchange Overview

Send files from Headquarters Send files from remote stores Receive and process files Initialize remote stores with inventory Schedule Store Exchanges Troubleshoot Store Exchanges

The exchange of information between your stores is referred to as Store Exchange. These instructions are for configuring Store Exchange from the Store Exchange Center, accessed from the Stores menu.

1. If you haven't already, install Point of Sale on the Server Workstation, following the instructions for a Headquarters store in the User Guide.

Upon starting Point of Sale the first time, you are prompted to create your company data file. Be sure to specify H eadquarters as your store type and give your data file a unique name.

2. Complete the Setup Interview at the Server Workstation (launched automatically or select from File menu ) to set up basic Point of Sale options.

3. When done with the Setup Interview, select Store Exchange Center from the Stores menu.

The Store Exchange Center lists all possible stores on the right side of the window.

2. Click Set Up Store for Store # 2.

3. Enter a 1-3 character Store Code, Store Name, and communication method and select N ext.

4. Enter the License Number from the Server Workstation at the remote store and the e-mail address or location to which Store Exchange files are to be sent:

Desktop e-mail: Enter the e-mail address for the remote store.

Web-based e-mail: Specify a folder to which the Store Exchange mailbag is copied. When creating your e-mail, browse to this folder to attach the file.

R emovable Media: Enter or browse to the applicable drive or port.

Network file transfer: Enter or browse to the in folder of the Point of Sale installation on the Server Workstation at the remote store. You must have drives mapped or a UNC path to this folder. Note: If the remote hasnt installed yet, type in the path to the in folder that will be used. You may get an "invalid location" message, but can ignore it. Once the remote has installed and specified the same folder as its "in" folder, Store Exchange will function.

Intuit Service: After selecting this option, call the phone number displayed to activate the service. An additional fee may apply. Once activated, Point of Sale will automatically connect to the QuickBase site and log in to send/receive files.

6. Select F inish.

7. Repeat for other remote stores.

8. Click Set Password on the left side of the Store Exchange Center. Enter a password to secure store exchange files. This same password must be entered at each remote store in order for them to receive files from you. Note that passwords are case-sensitive. Tips for passwords

9. Click Preferences to configure other Store Exchange options.

Example: the Track Multiple Stores in QuickBooks Using Classes check box if you want to run Profit/Loss reports by store in your QuickBooks Desktop Financial software. This option is only available on this page in you have already established a connection with QuickBooks Desktop, but can be configured later, if desired. Learn more.

6. Click Close to leave the Store Exchange Center.

Next Actions to Take at Headquarters

1. Complete your setup of Point of Sale, including installing Client Workstations, setting advanced options, and entering or importing inventory and other data.

Add items, vendors, customers, etc.

2. After remote stores have installed, run Store Exchange > Send Files to send an initialization file to each remote store. (Remote stores should have installed and configured before sending this file.)

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Related Topics

Configure Store Exchange at remote stores

Schedule Store Exchanges