Company Preferences: Multi-Store

Preference Instructions | Multi-Store Preferences Overview

These settings apply only to Pro users that have multiple stores.

Key Topics

The table below summarizes the multi-store and Store Exchange preference settings. For more information about setting up your stores from the Store Exchange Center, use these links:

Configure Headquarters Store Exchange preferences

Configure remote Store Exchange preferences

Preference | Function
Multi-Store | This page summarizes your store type information. You can use this page to change a store from Headquarters to remote. Read the information on this page carefully, as changing store types at any time other than the initial installation requires additional steps to protect your data. Important information about changing store types
Store Codes / Classes | Note: Changing your number of stores requires that all inventory and transactional document windows be closed before saving. (Headquarters only) Enter your total number of stores, and then assign a unique alphanumeric code up to three characters for each. This code is displayed throughout the program and on multi-store reports. Optionally, assign a QuickBooks Desktop financial software class to each store to allow Profit/Loss reporting by store in your financial software. You must have already connected to your financial software and have it configured to use classes before this option is available in Point of Sale. Learn more.
Store Exchange For more information, read Configuring Store Exchange. | On the Configuration tab: Specify a communication method for Store Exchanges with your other stores, then select Configure to enter the other stores license number and e-mail address, file transfer path, or folder location (depending on exchange method). In the Store Exchange Notification area, you can set an alert so that you are aware if you have not sent or received a file from another store. Enter the number of days after which you will be alerted. On the Options tab: Select Change Password to enter or revise a password to encrypt Store Exchange files (required). The same password must be entered at all stores. Note: If you have multiple POS data files, enter a different password for each file. If you want received files placed in a folder other than the default, browse to a new Process-In Folder. Select Revert to Default Folder to return to using the default folder. Finally, if desired select Automatically exchange store data... and enter a time for files to be exchanged each day. Read the information provided on the right of this screen for important information.
Store Heading | (Headquarters only) Select a store from the drop-down list and enter store name, address, and miscellaneous information. Repeat for each store. This information is included on printed sales documents.

Multi-store overview

Company preferences overview