Store Exchange: Sending Files from Remote Stores

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

Send via desktop e-mail client

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

2. In the Store Exchange dialog, make any necessary changes in the Headquarters' e-mail address, and then select S end. (Changes made here affect only this occurrence of Store Exchange.)

3. Your e-mail client is automatically launched and the e-mail is created, with the mailbag file attached and addressed to Headquarters. A default message instructs Headquarters 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 Stores menu or Store Exchange Center, select Send Files or include Store Exchange in your End of Day procedure.

2. In the Store Exchange dialog, make any necessary changes in the destination folder for the e-mail attachment, 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 e-mail addresses, add a message/instructions to Headquarters, 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 S end.

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

Send via network file transfer

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

2. In the Store Exchange dialog, make any necessary changes in the destination folder for Headquarters, 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 (e.g. the Headquarters in folder).

Notes on using network file transfer

Send via removable media

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

2. In the Store Exchange dialog, make any necessary changes in media drives/ports, and then select S end. (Changes made here affect only this occurrence of Store Exchange.)

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

4. Transport the media to Headquarters.

Notes on using removable media

Store Exchange guidelines at Remote Stores

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

- Only the Server Workstation can run Store Exchange.

- All exchange mailbag files created at remote stores are in the format snnxxxxx.qbt, where:

snn =Store Number, e.g. s02 = Store 2

xxxxx = the sequence number for mailbags created at this store. Incremented 00001, 00002, etc.

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

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

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

- To manually send a file, select Send Files from the Stores menu or the Store Exchange Center

- 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 Headquarters in the Store Exchange dialog displayed. Any changes you make here apply only to the current exchange.

- Select V iew Log after completing a Store Exchange to view results and troubleshoot any problems that occur.

Related Topics

Receive a Store Exchange mailbag

What information is exchanged?