174 lines
10 KiB
HTML
174 lines
10 KiB
HTML
|
|
||
|
|
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||
|
|
<html>
|
||
|
|
<head>
|
||
|
|
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||
|
|
|
||
|
|
<meta name="generator" content="Adobe RoboHelp 2019">
|
||
|
|
<title>Configure Store Exchange at Headquarters</title>
|
||
|
|
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||
|
|
<style type="text/css">
|
||
|
|
/* FORCE ALL FONTS TO 12PT */
|
||
|
|
* { font-size: 12pt !important; }
|
||
|
|
body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
|
||
|
|
</style>
|
||
|
|
|
||
|
|
|
||
|
|
|
||
|
|
<script type="text/javascript" language="JavaScript1.2">
|
||
|
|
//<![CDATA[
|
||
|
|
var chmfilefullname = "";
|
||
|
|
var chmfilename = "";
|
||
|
|
var chmfilepath = "";
|
||
|
|
var chmfilepage = "";
|
||
|
|
getchmfile();
|
||
|
|
|
||
|
|
function getchmfile(){
|
||
|
|
var ra, sl, a, X, Y, Z;
|
||
|
|
ra = /:/;
|
||
|
|
a = location.href.search(ra);
|
||
|
|
sl = "::";
|
||
|
|
Y = location.href.lastIndexOf(sl);
|
||
|
|
if (a==4) {
|
||
|
|
Y = location.href.lastIndexOf("/");
|
||
|
|
chmfilepage = unescape(location.href.substring(Y+1));
|
||
|
|
if (location.href.substring(0,4) == "file") {
|
||
|
|
chmfilepath = unescape(location.href.substring(8, Y+1));
|
||
|
|
}
|
||
|
|
} else {
|
||
|
|
if (a == 2) X = 14;
|
||
|
|
if (a == 7) X = 7;
|
||
|
|
chmfilefullname = unescape(location.href.substring(X, Y));
|
||
|
|
Z = chmfilefullname.lastIndexOf("\\");
|
||
|
|
chmfilepath = unescape(chmfilefullname.substring(0, Z+1));
|
||
|
|
chmfilename = unescape(chmfilefullname.substring(Z+1));
|
||
|
|
chmfilepage = unescape(location.href.substring(Y+3));
|
||
|
|
}
|
||
|
|
}
|
||
|
|
//]]>
|
||
|
|
</script>
|
||
|
|
<style title="hcp" type="text/css">
|
||
|
|
<!--
|
||
|
|
img.hcp1 { border:none; }
|
||
|
|
span.hcp2 { font-weight:bold; }
|
||
|
|
font.hcp3 { font-weight:bold; }
|
||
|
|
-->
|
||
|
|
</style>
|
||
|
|
</head>
|
||
|
|
<body>
|
||
|
|
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||
|
|
|
||
|
|
|
||
|
|
|
||
|
|
<p class="Help-Heading-1" style="background-color: #008000;">Configure Store Exchange at Headquarters</p>
|
||
|
|
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">How do I?<img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a> <span style="color: #c0c0c0;">|</span> <a href="multi_store_exchange.htm">Store Exchange Overview</a></p>
|
||
|
|
<div class="droptext" id="POPUP245676818" style="display: none;">
|
||
|
|
<table style="vertical-align: top;" cellspacing="0" bgcolor="#FFFFEC">
|
||
|
|
<col style="width: 100%;">
|
||
|
|
<tr style="vertical-align: top;">
|
||
|
|
<td style="width: 100%; padding-right: 10px; padding-left: 10px;">
|
||
|
|
<p class="Help-Text"><a href="store_exchange_hq.htm">Send files from Headquarters</a></p>
|
||
|
|
<p class="Help-Text"><a href="store_exchange_remote.htm">Send files from remote stores</a></p>
|
||
|
|
<p class="Help-Text"><a href="store_exchange_procin.htm">Receive and process files</a></p>
|
||
|
|
<p class="Help-Text"><a href="multistore_initializeremotes.htm">Initialize remote stores with inventory</a></p>
|
||
|
|
<p class="Help-Text"><a href="store_exchange_schedule.htm">Schedule Store Exchanges</a></p>
|
||
|
|
<p class="Help-Text"><a href="store_exchange_log.htm">Troubleshoot Store Exchanges</a></p>
|
||
|
|
</td>
|
||
|
|
</tr>
|
||
|
|
</table>
|
||
|
|
<p> </p>
|
||
|
|
</div>
|
||
|
|
<div>
|
||
|
|
<p style="font-family: Arial, sans-serif; text-align: right;
|
||
|
|
color: #800000;"> </p>
|
||
|
|
</div>
|
||
|
|
<p class="Help-Text">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.</p>
|
||
|
|
<ol>
|
||
|
|
<li class="p-Help-Steps">
|
||
|
|
<p class="Help-Steps">If you haven't already, install Point of Sale on the Server Workstation, following the instructions for a Headquarters store in the <a href="../qbpos_help_and_support/QuickBooks%20POS%20User%20Guide%201.0%20Final.pdf">User Guide</a>.</p>
|
||
|
|
</li>
|
||
|
|
</ol>
|
||
|
|
<p class="Help-Indent">Upon starting Point of Sale the first time, you are prompted to create your company data file. Be sure to specify <span class="hcp2">H</span><font class="hcp3">eadquarters</font> as your store type and give your data file a unique name.</p>
|
||
|
|
<ol start="2">
|
||
|
|
<li class="p-Help-Steps">
|
||
|
|
<p class="Help-Steps">Complete the Setup Interview at the Server Workstation (launched automatically or select from File menu ) to set up basic Point of Sale options.</p>
|
||
|
|
</li>
|
||
|
|
<li class="p-Help-Steps">
|
||
|
|
<p class="Help-Steps">When done with the Setup Interview, select <span class="hcp2">Store Exchange Center</span> from the Stores menu.</p>
|
||
|
|
</li>
|
||
|
|
</ol>
|
||
|
|
<p class="Help-Indent">The Store Exchange Center lists all possible stores on the right side of the window.</p>
|
||
|
|
<ol start="2">
|
||
|
|
<li class="p-Help-Steps">
|
||
|
|
<p class="Help-Steps">Click <span class="hcp2">Set Up Store</span> for Store # 2.</p>
|
||
|
|
</li>
|
||
|
|
<li class="p-Help-Steps">
|
||
|
|
<p class="Help-Steps">Enter a 1-3 character Store Code, Store Name, and <a href="multi_store_exchange_methods.htm">communication method</a> and select <span class="hcp2">N</span><font class="hcp3">ext</font>.</p>
|
||
|
|
</li>
|
||
|
|
<li class="p-Help-Steps">
|
||
|
|
<p class="Help-Steps">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:</p>
|
||
|
|
</li>
|
||
|
|
</ol>
|
||
|
|
<p class="Help-Indent"><font class="hcp3">Desktop e-mail:</font> Enter the e-mail address for the remote store.</p>
|
||
|
|
<p class="Help-Indent"><font class="hcp3">Web-based e-mail:</font> Specify a folder to which the Store Exchange mailbag is copied. When creating your e-mail, browse to this folder to attach the file.</p>
|
||
|
|
<p class="Help-Indent"><span><font class="hcp3">R</font></span><font class="hcp3">emovable Media:</font> Enter or browse to the applicable drive or port.</p>
|
||
|
|
<p class="Help-Indent"><font class="hcp3">Network file transfer:</font> Enter or browse to the <a href="store_exchange_in_folder.htm">in folder</a> 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. <font style="font-style: italic;">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.</font></p>
|
||
|
|
<p class="Help-Indent"><span class="hcp2">Intuit Service:</span> 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.</p>
|
||
|
|
<ol start="6">
|
||
|
|
<li class="p-Help-Steps">
|
||
|
|
<p class="Help-Steps">Select <span class="hcp2">F</span><font class="hcp3">inish</font>.</p>
|
||
|
|
</li>
|
||
|
|
<li class="p-Help-Steps">
|
||
|
|
<p class="Help-Steps">Repeat for other remote stores.</p>
|
||
|
|
</li>
|
||
|
|
<li class="p-Help-Steps">
|
||
|
|
<p class="Help-Steps">Click <span class="hcp2">Set Password</span> 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.  <a href="javascript:void(0);" id="a2" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_secadmin/secadmin_passwords.htm');return false;">Tips for passwords<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
|
||
|
|
</li>
|
||
|
|
<li class="p-Help-Steps">
|
||
|
|
<p class="Help-Steps">Click <span class="hcp2">Preferences</span> to configure other Store Exchange options.</p>
|
||
|
|
</li>
|
||
|
|
</ol>
|
||
|
|
<p class="Help-Indent"><span class="hcp2">Example</span>: the <font class="hcp3">Track Multiple Stores in QuickBooks Using Classes</font> 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. <a href="multistore_storetracking_by_class.htm">Learn more</a>.</p>
|
||
|
|
<ol start="6">
|
||
|
|
<li class="p-Help-Steps">
|
||
|
|
<p class="Help-Steps">Click <span class="hcp2">Close</span> to leave the Store Exchange Center.</p>
|
||
|
|
</li>
|
||
|
|
</ol>
|
||
|
|
<p class="Help-Text" style="font-weight: bold;"> </p>
|
||
|
|
<p class="Help-Heading-2">Next Actions to Take at Headquarters</p>
|
||
|
|
<ol start="1">
|
||
|
|
<li class="p-Help-Steps">
|
||
|
|
<p class="Help-Steps">Complete your setup of Point of Sale, including installing Client Workstations, setting advanced options, and entering or importing inventory and other data.</p>
|
||
|
|
</li>
|
||
|
|
</ol>
|
||
|
|
<p class="Help-Indent">Add items, vendors, customers, etc.</p>
|
||
|
|
<ol start="2">
|
||
|
|
<li class="p-Help-Steps">
|
||
|
|
<p class="Help-Steps">After remote stores have installed, run <a href="store_exchange_hq.htm">Store Exchange > Send Files</a> to send an <a href="multistore_initializeremotes.htm">initialization</a> file to each remote store. (Remote stores should have installed and configured before sending this file.)</p>
|
||
|
|
</li>
|
||
|
|
</ol>
|
||
|
|
<p class="Help-Text"><a href="store_exchange_configurehq.htm">Back to top</a></p>
|
||
|
|
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||
|
|
<p class="Related-Topics">Related Topics</p>
|
||
|
|
<p class="Help-Text"><a href="store_exchange_configureremote.htm">Configure Store Exchange at remote stores</a></p>
|
||
|
|
<p class="Help-Text"><a href="store_exchange_schedule.htm">Schedule Store Exchanges</a></p>
|
||
|
|
<script type="text/javascript" language="JavaScript1.2">
|
||
|
|
//<![CDATA[
|
||
|
|
var Name1="POSGSG.pdf";
|
||
|
|
document.write('<OBJECT');
|
||
|
|
document.write(' CLASSID="clsid:ADB880A6-D8FF-11CF-9377-00AA003B7A11"');
|
||
|
|
document.write(' ID="UniqueId0" TYPE="application/x-oleobject">');
|
||
|
|
document.write(' <PARAM NAME="Command" VALUE="Shortcut">');
|
||
|
|
document.write(' <PARAM NAME="Font" VALUE="MS Sans Serif,8,0,,">');
|
||
|
|
document.write(' <PARAM NAME="Item1" VALUE=",'+chmfilepath+Name1+',">');
|
||
|
|
document.write('<\/OBJECT>');
|
||
|
|
//]]>
|
||
|
|
</script>
|
||
|
|
|
||
|
|
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
|
||
|
|
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
|
||
|
|
TextPopupInit('a1','POPUP245676818');
|
||
|
|
//]]></script>
|
||
|
|
</body>
|
||
|
|
</html>
|