Allowed Activities by Store Type

How do I? | Multi-Store Overview | Store Exchange Overview

Manage a multi-store inventory View item quantities at other stores Transfer merchandise between stores Purchase and receive for multiple stores Track customers with multiple stores Run multi-store reports Track profit/loss by store Exchange information among stores Troubleshoot Store Exchanges Use the QuickBooks POS Merchant or Gift Card Services at multiple stores

HQ = Headquarters. See footnotes for numbered marks at end of table.

Area/Function | HQ | Remote
Managing Inventory |  |
View item quantity and info | X | X
Add/edit/delete/merge Items and styles | X |
Create special order items | X | X
Convert special order items to regular | X |
Enter/edit costs, prices, tax codes | X |
Define assembly items | X |
Build/break/sell assemblies | X | X
Define group items | X |
Sell group items | X | X
Inventory reminders: new items, price changes | X | X
Inventory reminders: reorder items, duplicate items | X |
View item history (all stores) | X |
View department information | X | X
Add/edit/delete departments | X |
View vendor information | X | X
Add/edit/delete vendors | X |
Define multi-vendors for items | X |
Merge vendors | X |
Physical Inventory for local store | X | X
Physical Inventory for other stores | X |
Print tags | X | X
Print tags for other stores | X |
Use Price Manager | X |
Create quantity adjustments | X | X
Create cost adjustments | X |
Put adjustment memo on hold | X | X
View/copy/reverse memos | X | X6
Create transfer slips | X | X
Create transfer slips for other stores | X |
Put slips on hold | X | X
View/copy/reverse slips | X | X6
Return to top |  |
Area/Function | HQ | Remote
Purchasing and Receiving |  |
Add/edit/delete/merge vendors | X |
Create POs (for all stores) | X |
Create special order PO | X | X
View POs for local store | X | X
View POs for other stores | X |
E-mail POs to vendors | X | X7
Delete filled POs | X | X7
Create voucher for local store | X | X
Create voucher to receive PO items | X | X
Create voucher for other stores | X |
Put vouchers on hold | X | X
View/copy/reverse vouchers | X | X6
Return to top |  |
Sales and Customer Orders |  |
Create receipts for local store | X | X
Create receipts for other stores | X |
Accept all payment methods | X | X
Authorize/settle credit card payments | X | X
Authorize/settle debit/ATM payments | X | X
Sell/redeem gift cards | X | X
Put receipts on hold | X | X
View/copy/reverse receipts | X | X6
Print gift receipts | X | X
Print store logo on sales documents | X | X
Create customer orders | X | X
Create special order items from orders | X | X
Define initial deposit requirements | X |
Sell customer order items for local store | X | X
Delete filled customer orders | X | X
Track employee sales commission | X | X
Define sales tax locations/codes | X |
Select local default tax location | X | X
Select local default price level | X | X
Return to top |  |
Area/Function | HQ | Remote
Customers |  |
Add/edit/delete customers | X | X
Merge customers | X |
View customer history (local sales) | X | X
View customer history (all stores) | X |
Offer customer charge accounts | X | X
Define/change reward program | X |
Enter/track shipping information | X | X
Company Preferences (Define) |  |
General | X | X
Select features to use | X | X
Financial | X |
Merchant & Gift Services | X | X
Multi-Store: Change Store Type | X | X
Multi-Store: Store Codes/Classes | X |
Multi-Store: Store Exchange | X | X1
Multi-Store: Store Headings | X | X1
Inventory | X |
Pricing | X | X2
Purchasing | X |
Receiving | X |
Sales | X | X3
Customers | X |
Customer Orders | X | X4
Sales Tax | X | X5
E-mail Documents | X | X
Return to top |  |
Area/Function | HQ | Remote
Workstation Preferences (Define) |  |
All Local W/S Settings (Hardware, Printing) | X | X
Software Updates | X | X
Miscellaneous |  |
Serial number tracking | X | X
Add employees and assign Security Groups and Rights (for Local Store) | X | X
Use Employee Time Clock | X | X
Customize list columns | X | X
Run store reports | X | X
Run company reports | X |
View/print/export Z-Out Drawer Count reports for all Stores | X |
Get program updates | X | X
Cash drawer payouts | X | X
Clean up company data | X | X8

Footnotes for remote stores: 1. Local settings must match those at HQ. 2. Limited to selection of local default price level. 3. Limited to certain local default sales preferences. 4. Limited to layaway/sales order printed messages. 5. Limited to selection of default tax location. 6. Remote stores can reverse documents only until they have been sent to Headquarters, after which the document can only be reversed at Headquarters. 7. Remote stores can delete or e-mail special order POs created at the local store only. 8. Cannot remove HQ-only records.

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