Initial commit - QBPOS Help
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103
QB_Help_Web/POS_Help/qbpos_multi_store/ms_config_passwords.htm
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103
QB_Help_Web/POS_Help/qbpos_multi_store/ms_config_passwords.htm
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Store Exchange Passwords</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Store Exchange Passwords</p>
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<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> <font color="#C0C0C0">|</font> <a href="multi_store_exchange.htm">Store Exchange Overview</a></p>
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<div class="droptext" id="POPUP294936523" style="display: none;">
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<table style="vertical-align: top;" cellspacing="0" bgcolor="#FFFFEC">
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<col style="width: 100%;">
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<tr style="vertical-align: top;">
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<td style="width: 100%; padding-right: 10px; padding-left: 10px;">
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<p class="Help-Text"><a href="store_exchange_hq.htm">Send files from Headquarters</a></p>
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<p class="Help-Text"><a href="store_exchange_remote.htm">Send files from remote stores</a></p>
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<p class="Help-Text"><a href="store_exchange_procin.htm">Receive and process files</a></p>
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<p class="Help-Text"><a href="multistore_initializeremotes.htm">Initialize remote stores with inventory</a></p>
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<p class="Help-Text"><a href="multi_store_config.htm">Configure Store Exchange</a></p>
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<p class="Help-Text"><a href="store_exchange_schedule.htm">Schedule Store Exchanges</a></p>
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<p class="Help-Text"><a href="store_exchange_log.htm">Troubleshoot Store Exchanges</a></p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<div>
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<p style="font-family: Arial, sans-serif; font-size: 10pt; text-align: right;
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color: #800000;"> </p>
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</div>
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<p class="Help-Text">Store Exchange files must be secured by a password. Password encryption helps protect your data from being read if intercepted by unintended recipients.</p>
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<p class="Help-Text"><span class="hcp2">Important:</span> The same password must be entered at each store. If the password encrypting a Store Exchange file you receive does not match the password you have entered, you will not be able to process the file.</p>
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<p class="Help-Info-Line">To define your Store Exchange password:</p>
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<ol>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">From the Stores menu, select <font class="hcp3">C</font><font class="hcp3">onfigure</font> <font class="hcp3">S</font><font class="hcp3">tore</font> <font class="hcp3">E</font><font class="hcp3">xchange</font>.</p>
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</li>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">Select <span class="hcp2">Store Exchange</span> from the menu on the left of the company preferences window.</p>
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</li>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">Select the <span class="hcp2">Options</span> tab on the displayed page.</p>
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</li>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">Select <font class="hcp3">Change Password</font>.</p>
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</li>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">Enter your password.</p>
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</li>
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</ol>
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<p class="Help-Indent"><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;">Rules and 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>
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<ol start="6">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <font class="hcp3">S</font><font class="hcp3">ave</font>.</p>
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</li>
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</ol>
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<p class="Help-Text"> </p>
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<p class="Help-Heading-2">Notes:</p>
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<ul style="list-style: disc;">
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">You can also set your password from the Store Exchange Center. From the Stores menu, select <span class="hcp2">Store Exchange Center</span> and then select <span class="hcp2">Set Password</span>.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">If you use Point of Sale for more than one company file, be sure you enter a different password for each company file. Otherwise, the receiving store could process a file into the wrong company file.</p>
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</li>
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</ul>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Text"><a href="multi_store_exchange_methods.htm">Store Exchange Methods</a></p>
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<p class="Help-Text"><a href="store_exchange_hq.htm">Send Files - Headquarters</a></p>
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<p class="Help-Text"><a href="store_exchange_remote.htm">Send Files - Remote</a></p>
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<p class="Help-Text"><a href="store_exchange_procin.htm">Receive Files</a></p>
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<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
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if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
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TextPopupInit('a1','POPUP294936523');
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//]]></script>
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</body>
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</html>
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38
QB_Help_Web/POS_Help/qbpos_multi_store/ms_purchasing_hdi.htm
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QB_Help_Web/POS_Help/qbpos_multi_store/ms_purchasing_hdi.htm
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>ms_purchasing_hdi</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 13PT - V3 */
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1">Multi-Store Purchasing and Receiving: How do I?</p>
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<p class="Help-Text">This is a popup topic.</p>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
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<p class="Help-Main-Topic-Links"><a href="../qbpos_purchasing/po602.htm">Create a purchase order</a></p>
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<p class="Help-Main-Topic-Links"><a href="../qbpos_receiving/vouchersoverview.htm">Receive merchandise</a></p>
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<p class="Help-Main-Topic-Links"><a href="../qbpos_receiving/vouch722.htm">Edit a saved receiving voucher</a></p>
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<p class="Help-Text"><a href="../qbpos_receiving/vouch723.htm">Reverse a receiving voucher</a></p>
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<p class="Help-Main-Topic-Links"><a href="../qbpos_purchasing/po619.htm">Delete filled POs</a></p>
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<p class="Help-Main-Topic-Links"><a href="../qbpos_vendors/vend360.htm">View purchasing history with a vendor</a></p>
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<p class="Help-Main-Topic-Links"><a href="multistore_remotevoucherreverse.htm">Correct a remote receiving voucher after sending it to HQ</a></p>
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<p class="Help-Main-Topic-Links"><a href="../qbpos_customer_orders/custorder_specialorder.htm">Handle special orders</a></p>
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<p class="Help-Text"> </p>
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<p class="Help-Text">Click anywhere to close this window</p>
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</body>
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Store Exchange Center</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
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<style title="hcp" type="text/css">
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<!--
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1">Store Exchange Center</p>
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<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>
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<div class="droptext" id="POPUP302908549" style="display: none;">
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<table style="vertical-align: top;" cellspacing="0" bgcolor="#FFFFEC">
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<col style="width: 100%;">
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<tr style="vertical-align: top;">
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<td style="width: 100%; padding-right: 10px; padding-left: 10px;">
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<p class="Help-Text"><a href="store_exchange_hq.htm">Send files from Headquarters</a></p>
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<p class="Help-Text"><a href="store_exchange_remote.htm">Send files from remote stores</a></p>
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<p class="Help-Text"><a href="store_exchange_procin.htm">Receive and process files</a></p>
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<p class="Help-Text"><a href="multistore_initializeremotes.htm">Initialize remote stores with inventory</a></p>
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<p class="Help-Text"><a href="multi_store_config.htm">Configure Store Exchange</a></p>
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<p class="Help-Text"><a href="store_exchange_schedule.htm">Schedule Store Exchanges</a></p>
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<p class="Help-Text"><a href="store_exchange_log.htm">Troubleshoot Store Exchanges</a></p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<div>
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<p style="font-family: Arial, sans-serif; font-size: 10pt; text-align: right;
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color: #800000;"> </p>
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</div>
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<p class="Help-Text">The Store Exchange Center is a central place to initiate all tasks related to exchanging data between your stores and to see the current status of exchange with each store.</p>
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<p class="Help-Info-Line">To access the Store Exchange Center:</p>
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<ul class="hcp2">
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">From the Stores menu or the Navigator, select <span class="hcp3">Store Exchange Center</span>.</p>
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</li>
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</ul>
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<p class="Help-Text">        <img src="../image/stex_center.gif" alt="Store Exchange Center" title="Store Exchange Center" width="400" height="205" border="0" class="hcp1"></p>
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<p class="Help-Bulleted"> </p>
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<p class="Help-Info-Line">The Store Exchange Center is made up of three panels:</p>
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<p class="Help-Indent"><span class="hcp3"><img src="../image/A.gif" alt="" width="13" height="13" border="0" class="hcp1">  Actions</span>: Use these buttons to send or receive Store Exchange mailbags, prepare and send item pictures, configure exchanges, and view the activity log to troubleshoot any problems encountered.</p>
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<p class="Help-Indent"><span class="hcp3"><img src="../image/B.gif" alt="" width="13" height="13" border="0" class="hcp1">  FAQs</span>: Provides answers to frequently asked questions about Store Exchange.</p>
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<p class="Help-Indent"><span class="hcp3"><img src="../image/C.gif" alt="" width="13" height="13" border="0" class="hcp1">  Status</span>: Provides the exchange status with each of your other stores. At a glance you can view the last successful exchange dates and times and color coding provides an alert when an issue needs your attention (<span style="font-weight: bold; background-color: #c9ffe2;">Green</span> - OK, <span style="background-color: #ffffbf;">Yellow</span> - Minor issue. <span style="font-weight: bold; background-color: #ffafaf;">Red</span> - an issue that needs your attention). Use the buttons and I Want To menu for each store to perform routine tasks or correct problems.</p>
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<p class="Help-Heading-2">Notes:</p>
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<ul class="hcp2">
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">You can set a <a href="../qbpos_company_preferences/sysprefs14.htm">preference</a> to be alerted in the Status panel when an exchange with a store doesn't occur in a specified number of days.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">You can also add the Store Exchange Status report to your Point of Sale <a href="../qbpos_reports_and_sales_charts/reports_dashboard.htm">Dashboard</a>. With the Dashboard displayed, select <span class="hcp3">Customize Dashboard</span> and then add the report from the "Other" content area.</p>
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</li>
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</ul>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Text"><a href="store_exchange_schedule.htm">Schedule Store Exchanges</a></p>
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<p class="Help-Text"><a href="stex_preparepics.htm">Send item pictures to remote stores</a></p>
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<p class="Help-Text"><a href="storeexchange_autorecovery.htm">What if a mailbag is lost or damaged?</a></p>
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<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
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if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
|
||||
TextPopupInit('a1','POPUP302908549');
|
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//]]></script>
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</body>
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</html>
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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||||
<title>Change Store Type</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
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<style title="hcp" type="text/css">
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body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
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font-size: 13pt !important;
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}
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Change Store Type</p>
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<p class="Help-Text"><a href="multi_store_overview.htm">Multi-Store Overview</a></p>
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<div>
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<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
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color: #800000;">Pro</p>
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</div>
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<p class="Help-Text">A multi-store operation that plans to exchange information between stores can have only one Headquarters store. All other stores must be configured as remote stores.</p>
|
||||
<p class="Help-Text">Generally, it is advised that you NOT change store type after you have been using Point of Sale for some time, however there may be circumstances under which it is necessary:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="font-size: 9pt;">
|
||||
<p class="Help-Bulleted">You mistakenly installed a store as one type when it should have been the other</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="font-size: 9pt;">
|
||||
<p class="Help-Bulleted">You have been operating multiple stores independently, each as a Headquarters store, and now want to integrate them into a true multi-store operation</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="font-size: 9pt;">
|
||||
<p class="Help-Bulleted">You want to swap the locations of Headquarters and remote store</p>
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||||
</li>
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||||
</ul>
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||||
<p class="Help-Text">In the first case (mistakenly installed as wrong store type), <font style="text-decoration: underline;">if you havent already entered inventory data or recorded transactions</font>, you can simply change store types:</p>
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||||
<ul>
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||||
<li class="p-Help-Bulleted" style="font-size: 9pt;">
|
||||
<p class="Help-Bulleted"><font class="hcp1">Changing Headquarters to Remote</font>: From the <span style="font-weight: bold;">C</span><font class="hcp1">ompany Preferences > Multi-Store</font> page, select <font class="hcp1">Change to Remote</font> and follow the on-screen instructions, entering a new store number and Store Exchange information for the Headquarters store when requested.</p>
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||||
</li>
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||||
<li class="p-Help-Bulleted" style="font-size: 9pt;">
|
||||
<p class="Help-Bulleted"><font class="hcp1">Changing Remote to Headquarters</font>: From the File menu, select <font class="hcp1">Company Data > New</font>. In the dialog displayed, enter a name for the new data file, and select <font class="hcp1">Headquarters</font>.</p>
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</li>
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</ul>
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||||
<p class="Help-Text">In either case, Point of Sale will create a new company data file and launch the Setup Interview to help you configure the software for your store. <a href="multi_store_overview.htm">Learn more about a multi-store operation</a>.</p>
|
||||
<p class="Help-Text">In the other two cases, or if you have already entered data you dont want to lose, additional steps must be taken to ensure the integrity of your existing data.</p>
|
||||
<p class="Help-Text">It is strongly recommended you contact <a href="../qbpos_help_and_support/helpandsupport03.htm">Intuit Technical Support</a> for assistance before attempting to change store types in these cases, since the particular circumstances that apply in your situation cannot be completely anticipated.</p>
|
||||
<p class="Help-Text">Some of the preparation and data issues to be aware of include:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted"><font class="hcp1">Merchant Service</font>. All unsettled credit and debit card batches should be settled before changing store types.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted"><font class="hcp1">Licensing</font>: Each store is installed with a unique license number and client workstations within a store may have merged licenses with the server workstation. The licensing information in your current data files may not be compatible with your new configuration. Intuit Technical Support can help you reconfigure your licenses as necessary.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted"><font class="hcp1">Integration with QuickBooks financial software</font>: Only Headquarters can exchange data with QuickBooks; you may need to reconfigure Financial Exchange as necessary to ensure the ongoing successful exchange of information.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted"><font class="hcp1">Inventory</font>: In a multi-store operation all stores share the same item list. If you have been operating with separate inventories at multiple stores and change a store to a remote, the unique inventory items at that store will be lost if steps are not taken to first migrate them to the Headquarters inventory.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted"><font class="hcp1">Transaction History</font>: Changing store types typically involves changing store numbers. All previous transactions will have the old store number recorded, unless the proper procedure is followed to renumber these transactions with the new store number.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted"><font class="hcp1">O</font><font class="hcp1">r</font><font class="hcp1">der Documents</font>: Special steps may have to be taken to ensure you have records of pending purchase and customer orders and any deposits that may have been taken towards those orders.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted"><font class="hcp1">Physical Inventory</font>: Depending on the steps used to change store types, you may have to do a physical inventory at each store after the change to update inventory quantities by store.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Text"><a href="multi_store_changetype.htm">Return to top</a></p>
|
||||
</body>
|
||||
</html>
|
||||
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|
||||
|
||||
<!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</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Configure Store Exchange</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" style="border: none;" width="11" height="11" border="0"></a> <span style="color: #c0c0c0;">|</span> <a href="multi_store_exchange.htm">Store Exchange Overview</a></p>
|
||||
<div class="droptext" id="POPUP299812790" 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; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<p class="Help-Info-Line">Which type of store are you configuring?</p>
|
||||
<p class="Help-Text"><a href="store_exchange_configurehq.htm">Headquarters</a></p>
|
||||
<p class="Help-Text"><a href="store_exchange_configureremote.htm">Remote store</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">Configuring Store Exchange includes specifying or confirming:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Whether you are a Headquarters or remote store</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">The number of stores you have and assigning store codes to each (Headquarters only)</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">The Store Exchange <a href="multi_store_exchange_methods.htm">method</a> you will use to communicate with other stores</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">The license number for the Server Workstation at the other store(s) in your company</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">The e-mail address, file transfer path, or drive that will be used to send files to other stores</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Protecting Store Exchange files with a security password (required: <a href="ms_config_passwords.htm">Learn more</a>)</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Text"><span class="hcp1">Important:</span> Before beginning, be sure you have the license numbers from the Server Workstation at the other store(s). Until you have entered the license number from the other store(s) in your Store Exchange preferences, you will not be able to receive and process files from the store(s).</p>
|
||||
<p class="Help-Text">License numbers can be found on the Point of Sale CD holder, in the e-mail you received if downloading the program, or by selecting <span class="hcp1">A</span><font style="font-weight: bold;">bout Point of Sale</font> from the Help menu at the Server Workstation in each store after installing.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Note"><span class="hcp1">Upgrader Note:</span>  Each store may have a new license number when upgrading from a previous version. Store Exchange will fail with a "License numbers do not match" error until your Store Exchange preferences have been updated with the new license numbers.</p>
|
||||
|
||||
|
||||
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
|
||||
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
|
||||
TextPopupInit('a1','POPUP299812790');
|
||||
//]]></script>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,135 @@
|
||||
|
||||
<!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>Create a Transfer Slip</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
img.hcp1 { border:none; }
|
||||
span.hcp2 { color:#c0c0c0; }
|
||||
table.hcp3 { vertical-align:top; }
|
||||
tr.hcp4 { vertical-align:top; }
|
||||
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|
||||
padding-left:10px; }
|
||||
font.hcp6 { font-weight:bold; }
|
||||
font.hcp7 { font-weight:bold;
|
||||
font-style:italic; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Create a Transfer Slip (Transfer Merchandise)</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 class="hcp2">|</span> <a href="../qbpos_fields/fields_slips.htm">Transfer Slip Information Fields</a> <span class="hcp2">|</span> <a href="multi_store_transfers.htm">Transfer Overview</a></p>
|
||||
<div class="droptext" id="POPUP297984864" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp3">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp4">
|
||||
<td style="width:100%;" class="hcp5">
|
||||
<p><a href="multi_store_transferaccess.htm">Access transfer slips or transfer history</a></p>
|
||||
<p><a href="multistore_view_storeqty.htm">View item quantities at other stores</a></p>
|
||||
<p><a href="multistore_hold_slip.htm">Hold a transfer slip</a></p>
|
||||
<p><a href="../qbpos_basic_procedures/navigation_find/basic_find_slip.htm">Find a transfer slip</a></p>
|
||||
<p><a href="multistore_slip_reverse.htm">Reverse or correct a transfer slip</a></p>
|
||||
<p><a href="../qbpos_basic_procedures/printing/basic_printdocuments.htm">Print a transfer slip</a></p>
|
||||
<p><a href="../qbpos_basic_procedures/basic_email_documents.htm">E-mail a transfer slip</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<p class="Help-Info-Line">To create a new transfer slip:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <font class="hcp6"><span style="font-weight: bold;">N</span>ew Transfer Slip</font> from the Inventory menu.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Specify the <font class="hcp6">From Store</font> (source of merchandise) and <font class="hcp6">To Store</font> (destination of merchandise).</p>
|
||||
</li>
|
||||
</ol>
|
||||
<ul>
|
||||
<li class="p-Help-HDI" style="font-size: 9pt;">
|
||||
<p class="Help-HDI">Remote stores cannot change the <font class="hcp6">From Store</font>; it is auto-filled with the local store</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">Headquarters can change either field to create slips for other stores</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ol start="3">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">List the items and quantities to be transferred.<a class="dropspot" href="javascript:TextPopup(this)" id="a3"><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></p>
|
||||
<div class="droptext" id="POPUP309142040" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp3">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp4">
|
||||
<td style="width:100%;" class="hcp5">
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="list-style: disc; margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Scan the bar code from the item tag</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="list-style: disc; margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Type an item identifier (UPC, alternate lookup value, or item #) and press <font class="hcp7"><Enter></font></p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="list-style: disc; margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Type the first few letters of the item's description (from inventory) or another search keyword. A drop-down list of all your items is displayed with the closest match highlighted. Select an item from the list by clicking or touching it (keyboard users, press the down arrow key to scroll, then <font class="hcp7"><Enter></font> to select).</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Text" style="margin-left: 0px; text-align: center;"><img src="../image/listing_items.gif" alt="image\listing_items.gif" width="320" height="70" border="0"></p>
|
||||
<ul style="list-style: square;">
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List">If no matching item is found, click the Find icon or press <font class="hcp7"><Enter></font> to open the Find Item window, where you can select an item or refine your search.  You can also select <font class="hcp6">Add New</font> to go to inventory to add a new item and immediately sell it.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="list-style: disc; margin-left: -20px;">
|
||||
<p class="Help-Nested-List">Choose <font class="hcp6">Select from Item List</font> from the I Want To menu to go to your full item list and select items.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Indent" style="margin-left: 0px;"><a href="../qbpos_basic_procedures/basic303.htm">Learn more about adding items to documents</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="Help-Indent" style="margin-left: 0px;"> </p>
|
||||
</div></li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Optionally, enter an estimated date of arrival (<font class="hcp6">ETA</font>), <font class="hcp6">Carrier</font>, <font class="hcp6">Comment</font>, or <font class="hcp6">Freight</font> charges.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<ol start="5">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <font class="hcp6">Save & Print</font> to record the slip and print a copy or <font class="hcp6">Save Only</font> to record the transfer without printing.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text">When the transfer slip is saved, the quantities for both stores are immediately updated at the store making the slip. The store quantity changes are not visible at other stores until after the next completed <a href="multi_store_exchange.htm">Store Exchange</a> cycle.</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="../qbpos_basic_procedures/basic_serial_number.htm">Record item serial numbers on slips</a></p>
|
||||
<p class="Help-Text"><a href="multistore_view_storeqty.htm">View item quantities at other stores</a></p>
|
||||
<p class="Help-Text"><a href="multi_store_overview.htm">Multi-store overview</a></p>
|
||||
|
||||
|
||||
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
|
||||
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|
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TextPopupInit('a3','POPUP309142040');
|
||||
//]]></script>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,62 @@
|
||||
|
||||
<!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>Multi-Store: Working with Customers</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Multi-Store: Working with Customers</p>
|
||||
<p class="Help-Text"><a href="multi_store_overview.htm">Multi-Store Overview</a> <span style="color: #c0c0c0;">|</span> <span style="margin-top: 0; margin-bottom: 0;"><a href="../qbpos_customers/customersoverview.htm">Customers Overview</a></span></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<p class="Help-Text">Customers can be added, edited, or deleted at any store, with the resulting changes propagated to all stores with the next fully completed Store Exchange cycle. Headquarters maintains the master customer list, which is sent to all stores in its entirety during every Store Exchange.</p>
|
||||
<p class="Help-Info-Line">General guidelines for customers at multi-stores:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Any store can add, edit, or delete a customer, but the customer record is not revised in the master customer list at Headquarters until certain synchronization checks are completed during the next Store Exchange cycle.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Adding, editing, or deleting a customer "flags" the customer record with the action taken and adds a date/time stamp at the originating store. This date/time stamp is used in synchronization checks to ensure proper handling of customer records in the event that the same record is edited at multiple stores on a given day.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">If a customer is a <a href="../qbpos_customers/cust911.htm">charge account</a> customer with an account balance, deletion is not allowed.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">If a store makes a charge account sale or accepts a payment on a customer account, Headquarters sends that information to QuickBooks Desktop financial software (only Headquarters <a href="../qbpos_qb_data_exchange/qbdataoverview.htm">exchanges data</a> with QuickBooks Desktop).</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Be aware that it is possible for a customer to make two or more purchases by account charge at different stores between Store Exchanges, neither individually exceeding the customer's available credit but in total exceeding it. After the next completed data exchange, the new balance will exceed the credit limit until a payment is made, but no further charges will be allowed  <a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_qb_data_exchange/qbfs_accountlimitexceeded.htm');return false;">Example<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"></a></p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Customer history at Headquarters will show customer sales from all stores (but not pending customer orders). Customer history at a remote store shows all sales and order documents made locally, but not those made at other stores.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="multi_store_exchange.htm">Exchange of data between stores</a></p>
|
||||
<script type="text/javascript" language="JavaScript1.2">
|
||||
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|
||||
if( typeof( FilePopupInit ) != 'function' ) FilePopupInit = new Function();
|
||||
FilePopupInit('a1');
|
||||
//]]>
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,108 @@
|
||||
|
||||
<!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>Store Exchange Method: Desktop E-mail Client</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
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|
||||
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|
||||
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|
||||
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|
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|
||||
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|
||||
font-size: 13pt !important;
|
||||
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|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Store Exchange Method: Desktop E-mail Client</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" style="border: none;" width="11" height="11" border="0"></a> <span style="color: #c0c0c0;">|</span> <a href="multi_store_exchange.htm">Store Exchange Overview</a></p>
|
||||
<div class="droptext" id="POPUP283452710" 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="multi_store_config.htm">Configure Store Exchange</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; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<p class="Help-Text">This is your default Windows e-mail program, specified in Internet Explorer. When you select to send e-mail from within a Windows program, such as Point of Sale, this e-mail program automatically launches. This is the recommended e-mail option for store exchange.</p>
|
||||
<p class="Help-Indent"><font style="font-style: italic;">Examples</font>: Outlook Express (default in Windows installation), Microsoft Outlook, Netscape Mail</p>
|
||||
<p class="Help-Text" style="margin-left: 5.85pt;"> </p>
|
||||
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_windows_emailclient.htm">How do I verify or change my Windows e-mail client?</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_help_and_support/help_emailfaq.htm">E-mail FAQs</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Usage:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Simple; almost everyone knows how to send an e-mail</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Automated sending creates the exchange file, attaches it to the e-mail, and sends with one click</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Double-clicking the e-mail attachment processes it in at the receiving store</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Free e-mail client readily available (Outlook Express is included component of Internet Explorer)</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Heading-2">Requirements:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Must have an active Internet connection, e-mail client, and unique e-mail address at the Server Workstation in each store</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">E-mail providers file size and mailbox capacity must be adequate to send and receive exchange files. Some ISPs limit mailbox and/or file attachment size.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Heading-2"><a name="storeexchange_deskemail_notes" id="storeexchange_deskemail_notes"></a>Notes on desktop e-mail:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Be sure you have a valid e-mail address for each of your other stores. Enter them in your default Windows address book and they will be available for selection when setting up your Store Exchange communication settings in preferences.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">If you use Microsoft Exchange Server and Microsoft Outlook as a client, the workstation that is sending the e-mail must be connected to the Microsoft Exchange server at the time of sending. If a connection to the server is not available, the e-mail creation process will fail; no e-mail will be put in the Outbox for later sending. You will have to send again.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">If an e-mail file is lost, your data files are automatically corrected with the next store exchange. A verifying procedure is used to resend exchange files as necessary when files are lost or received out of order.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted"><font class="hcp1">E-mail Attachments and Virus Detection</font>: Internet browsers (such as Internet Explorer), e-mail applications, and virus detection software programs often have user-definable security options related to handling of e-mail attachments. Depending on your applications and settings, it is possible that Store Exchange mailbag files (.qbt file extension) will be blocked from being opened or downloaded. If this is the case, changing your settings to identify the .qbt files as "safe" or removing them from the application's "unsafe file" list may solve the problem. Some programs also allow you to designate "safe" e-mail sources, from which file attachments are allowed. Consult the documentation or help files of the applications you use to determine what your choices are if this pertains to you.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted"><font class="hcp1">Desktop e-mail Client Messages:</font> Depending on your desktop e-mail client and security settings, you may receive a message when sending, asking if you want to allow a program to automatically send an e-mail. If this occurs, answer <span style="font-style: italic;">Yes</span> to allow Point of Sale to automatically send your Store Exchange e-mail.</p>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
|
||||
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
|
||||
TextPopupInit('a1','POPUP283452710');
|
||||
//]]></script>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,76 @@
|
||||
|
||||
<!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>Store Exchange Overview</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
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|
||||
font-size: 13pt !important;
|
||||
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|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Store Exchange Overview</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" style="border: none;" width="11" height="11" border="0"></a> | <a href="multi_store_overview.htm">Multi-Store Overview</a></p>
|
||||
<div class="droptext" id="POPUP310352698" 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="multi_store_config.htm">Configure Store Exchange</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; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<p class="Help-Text">The term <font style="font-style: italic;">Store Exchange</font> refers to the transfer of data between your remote stores and Headquarters. Data is sent between stores in a compressed file, referred to as a "mailbag" (compressed to reduce transmission file size and time).</p>
|
||||
<p class="Help-Text">Store Exchange has two components:</p>
|
||||
<ul style="list-style: disc;">
|
||||
<li class="p-Help-Bulleted">
|
||||
<p class="Help-Bulleted"><font><span style="font-style: normal; font-weight: bold;">Send Files</span></font> to create and send mailbags to other stores, and</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted">
|
||||
<p class="Help-Bulleted"><span style="font-weight: bold;">Receive Files</span> to process mailbags that have been received from other stores.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Text">When a remote store is first installed, a mailbag from Headquarters is required to <a href="multistore_initializeremotes.htm">initialize</a> the remote with the company inventory, preferences, and related files. Thereafter, it is recommended that Store Exchange be run daily between each remote store and Headquarters. This ensures that each store can view current item quantities available at other stores, that Headquarters is updated with the daily transactions from each remote store, that company reports are current, and that remote stores receive new data files, including inventory updates, vendor lists, customer lists, and purchase orders from Headquarters.</p>
|
||||
<p class="Help-Text">Daily exchanges also allow Headquarters to keep QuickBooks financial software records current.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="multi_store_exchange_methods.htm">Methods of Store Exchange</a></p>
|
||||
<p class="Help-Text"><a href="multi_store_config.htm">Configure Store Exchange</a></p>
|
||||
<p class="Help-Text"><a href="store_exchange_sequence_hq.htm">Recommended Exchange sequence at Headquarters</a></p>
|
||||
<p class="Help-Text"><a href="store_exchangsequence_remote.htm">Recommended Exchange sequence at remote stores</a></p>
|
||||
<p class="Help-Text"><a href="store_exchange_log.htm">Store Exchange activity log</a></p>
|
||||
<p class="Help-Text"><a href="store_exchange_info.htm">What information is exchanged?</a></p>
|
||||
<p class="Help-Text"><a href="storeexchange_autorecovery.htm">Automatic recovery of lost or corrupted data</a></p>
|
||||
|
||||
|
||||
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
|
||||
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
|
||||
TextPopupInit('a1','POPUP310352698');
|
||||
//]]></script>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,99 @@
|
||||
|
||||
<!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>Store Exchange Method: Network File Transfer</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { color:#c0c0c0; }
|
||||
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|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Store Exchange Method: Network File Transfer</p>
|
||||
<p class="Help-Text"><span class="hcp1"><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" style="border: none;" width="11" height="11" border="0"></a></span> <span class="hcp1">|</span> <a href="multi_store_exchange.htm">Store Exchange Overview</a></p>
|
||||
<div class="droptext" id="POPUP282328413" 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="multi_store_config.htm">Configure Store Exchange</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; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<p class="Help-Text">This Store Exchange method involves a direct file transfer to computers in other stores via a network, phone, or Internet connection using mapped drives or a UNC (Universal Naming Convention) location.</p>
|
||||
<p class="Help-Indent"><font style="font-style: italic;">Examples</font>: VPN (Virtual Private Network), LAN (local Area Network), WAN (Wide Area Network)</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Usage:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Fastest, most convenient method once configured; no need to work outside of Point of Sale to send and receive files</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Automated file transfer</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">One-click processing of received files; you are alerted when files arrive</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Can be <a href="store_exchange_schedule.htm">scheduled</a> to occur once a day at a time convenient for you</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Heading-2">Requirements:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">An active network connection during exchanges (if you can use Windows Explorer to copy files between store folders, network file transfer will work)</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Technical knowledge to setup and maintain the network and associated hardware</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Heading-2"><a name="storeexchange_filexfer_notes" id="storeexchange_filexfer_notes"></a>Notes on Network File transfer:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">You can test a connection to determine if it would be valid for use with network file transfer by using Windows Explorer to copy files from one store to another. If this can be done, the connection can be used for Store Exchange.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">The connection must be made before Store Exchange is run</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Your hardware and the speed of the connection will directly affect the speed of the Store Exchange process</p>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
|
||||
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
|
||||
TextPopupInit('a1','POPUP282328413');
|
||||
//]]></script>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,123 @@
|
||||
|
||||
<!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>Store Exchange Method: Removable Media</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-style:italic; }
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Store Exchange Method: Removable Media</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" style="border: none;" width="11" height="11" border="0"></a> <span style="color: #c0c0c0;">|</span> <a href="multi_store_exchange.htm">Store Exchange Overview</a></p>
|
||||
<div class="droptext" id="POPUP276717429" 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="multi_store_config.htm">Configure Store Exchange</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; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<p class="Help-Text">This store exchange method uses removable storage media that can be physically transported between stores.</p>
|
||||
<p class="Help-Text">Examples: Floppy disks, USB memory sticks, Portable hard drives, Zip drives, CDs, DVDs</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Usage:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">No Internet or network connection needed between stores</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Supports both older (floppy disks) and newer (USB devices) technologies</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Typically, it is a simple copy operation to write files to or retrieve files from the media; though media must be physically delivered to other stores</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Media is small, durable, and reusable. Ideal for locations where no connection exists, e.g. outdoor market or kiosk.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Heading-2">Requirements:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Formatted media and proper drives/ports on Server Workstation in each store</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Third-party or Windows disk-writing software is required to use CD-R, CD-RW, or DVD disks</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Heading-2"><a name="storeexchange_media_notes" id="storeexchange_media_notes"></a>Notes on removable media:</p>
|
||||
<p class="Help-Text"><font class="hcp1">Floppy Disks, Zip Drives (100 or 250), LS-120</font></p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Spanning of multiple media is NOT supported. Zipped exchange files are limited to the capacity of a single piece of the media. On the other hand, multiple files on one piece of media are supported. One piece of media can hold as many files as will fit.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Media must be formatted appropriately.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Text"><font class="hcp1">CD/DVD</font></p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Suggested method is to create one Store Exchange mailbag to a folder on your hard drive, then use your "CD/DVD-burning" software to write the file to the disks as necessary.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">To use CD-RW disks, the "packet writing" software installed on the sending computer must support writing to a preformatted CD-RW. If you have software installed that has this capability, select "Removable Media" as your exchange method and point to your CD-RW drive.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Note" style="margin-left: 24px;"><font style="font-style: italic; font-weight: bold;">Note:</font> Point of Sale does not write directly to CDs or DVDs. You must have a disk-writing application installed to use this method and the procedure may vary depending on the application and the type of disk you use. Most versions of Windows include CD-writing software. Formatted CD-RW are the recommended CDs; these disks allow you to reuse the disk, copying and deleting mailbag files as needed. If you have problems writing directly to your CD or DVD  drive, you can try selecting "Web-based e-mail" as your Store Exchange method. This method creates a single copy of your Store Exchange file to a folder of your choice on your computer. You can then use your disk-writing software to write the copy to as many CDs/DVDs as needed.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text"><font class="hcp1">USB Drives</font></p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">These devices are also known as Jump Drives, Mini-Drives, Pen-Drives, Flash-Drives, and thumb drives. Also available are portable USB hard drives.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">These devices work well on Windows 2000, XP, and Vista with plug and play support. They show up as removable media with a "drive letter" assigned in Windows Explorer, and you can copy, cut, and paste as it if were another hard drive.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Text"><font class="hcp1">Flash Memory, Memory Sticks</font></p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">These devices must appear and operate in Windows Explorer as a "regular" drive to be used as a removable media for Store Exchange.</p>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
|
||||
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
|
||||
TextPopupInit('a1','POPUP276717429');
|
||||
//]]></script>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,71 @@
|
||||
|
||||
<!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>Store Exchange Methods</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { color:#c0c0c0; }
|
||||
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|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Store Exchange Methods</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" style="border: none;" width="11" height="11" border="0"></a>  <span class="hcp1">|</span> <a href="multi_store_overview.htm">Multi-Store Overview</a> <span class="hcp1">|</span> <a href="multi_store_exchange.htm">Store Exchange Overview</a></p>
|
||||
<div class="droptext" id="POPUP186657183" 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="multi_store_config.htm">Configure Store Exchange</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; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<p class="Help-Text">Information can be exchanged between Headquarters and remote stores by any of five methods. Not every store has to use the same method; Headquarters can exchange with each remote store by a different method.</p>
|
||||
<p class="Help-Text">Each method has advantages and limitations. Click a link for more information about a specific method.</p>
|
||||
<p class="Help-Text"><a href="multi_store_emailclient.htm">Desktop e-mail client</a> uses file attachments to e-mails sent by your default Windows e-mail client.</p>
|
||||
<p class="Help-Text"><a href="multi_store_exchange_webemail.htm">Web-based e-mail</a> uses file attachments to e-mails sent by an e-mail service you access on the Web.</p>
|
||||
<p class="Help-Text"><a href="stex_intuitservice.htm">Intuit Service</a> uses a secure Internet database, where your stores can send and retrieve files. Phone activation required. Additional fee may apply.</p>
|
||||
<p class="Help-Text"><a href="multi_store_exchange_filexfer.htm">Network file transfer</a> is a direct transfer of files between stores using your VPN, LAN, or WAN network.</p>
|
||||
<p class="Help-Text"><a href="multi_store_exchange_media.htm">Removable media</a> uses Floppy disks, USB memory sticks, Zip drives, CDs, etc., that you physically transport between stores.</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="multi_store_config.htm">Configure Store Exchange</a></p>
|
||||
|
||||
|
||||
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
|
||||
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
|
||||
TextPopupInit('a1','POPUP186657183');
|
||||
//]]></script>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,102 @@
|
||||
|
||||
<!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>Store Exchange Method: Web-based E-mail</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { color:#c0c0c0; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Store Exchange Method: Web-based E-mail</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" style="border: none;" width="11" height="11" border="0"></a>  <span class="hcp1">|</span> <a href="multi_store_overview.htm">Multi-Store Overview</a> <span class="hcp1">|</span> <a href="multi_store_exchange.htm">Store Exchange Overview</a></p>
|
||||
<div class="droptext" id="POPUP277239358" 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="multi_store_config.htm">Configure Store Exchange</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; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<p class="Help-Text">You access this type of e-mail service on the Internet through your browser. You must go to the service's web site to send or receive e-mail.</p>
|
||||
<p class="Help-Indent"><font style="font-style: italic;">Examples</font>: Yahoo!<font style="font-family: Symbol;" face="Symbol"></font> mail, MSN Hotmail</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Usage:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Simple, almost everyone knows how to attach a file to an e-mail and send</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">To send, manually access the service on the web, create the e-mail, and then attach the Store Exchange mailbag file</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">To receive, access the e-mail service on the web, download the attachment, and then double-click it to process the file</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Free or low-cost Web-based e-mail is available</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Heading-2">Requirements:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Must have Internet connection, a Web-based e-mail account, and unique e-mail address at the Server Workstation in each store</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">E-mail providers file size and mailbox capacity must be adequate to send and receive exchange files. Web-based e-mail providers typically limit mailbox and/or file attachment size.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Heading-2"><a name="storeexchange_webemail_notes" id="storeexchange_webemail_notes"></a>Notes on Web-based e-mail:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Specify a folder in your communication setup where the sent file will be copied. You must browse to this folder from your e-mail application to attach the file. A Windows Explorer window will automatically open upon mailbag creation to assist you in browsing to this folder.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">As the size of your data files grow, you may find your mailbag size exceeding your web-based e-mail application's file size limits.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">If an e-mail file is lost, your data files are automatically corrected with the next Store Exchange. A verifying procedure is used to resend exchange files as necessary when files are lost or received out of order.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted"><font style="font-weight: bold;">E-mail Attachments and Virus Detection</font>: Internet browsers (such as Internet Explorer), e-mail applications, and virus detection software programs often have user-definable security options related to handling of e-mail attachments. Depending on your applications and settings, it is possible that Store Exchange mailbag files (.qbt file extension) will be blocked from being opened or downloaded. If this is the case, changing your settings to identify the .qbt files as "safe" or removing them from the application's "unsafe file" list may solve the problem. Some programs also allow you to designate "safe" e-mail sources, from which file attachments are allowed. Consult the documentation or help files of the applications you use to determine what your choices are if this pertains to you.</p>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
|
||||
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
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TextPopupInit('a1','POPUP277239358');
|
||||
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|
||||
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|
||||
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|
||||
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||||
|
||||
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|
||||
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||||
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||||
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||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Multi-Store Overview</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" style="border: none;" width="11" height="11" border="0"></a> <span style="color: #c0c0c0;">|</span> <a href="multi_store_exchange.htm">Store Exchange Overview</a></p>
|
||||
<div class="droptext" id="POPUP287892842" 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;" bgcolor="#FFFFEC">
|
||||
<p><a href="../qbpos_inventory/invenvoverview.htm">Manage a multi-store inventory</a></p>
|
||||
<p><a href="multistore_view_storeqty.htm">View item quantities at other stores</a></p>
|
||||
<p><a href="multi_store_transfers.htm">Transfer merchandise between stores</a></p>
|
||||
<p><a href="multi_store_purchasing.htm">Purchase and receive for multiple stores</a></p>
|
||||
<p><a href="multi_store_customers.htm">Track customers with multiple stores</a></p>
|
||||
<p><a href="multi_store_reports.htm">Run multi-store reports</a></p>
|
||||
<p><a href="multistore_storetracking_by_class.htm">Track profit/loss by store</a></p>
|
||||
<p><a href="multi_store_exchange.htm">Exchange information among stores</a></p>
|
||||
<p><a href="store_exchange_log.htm">Troubleshoot Store Exchanges</a></p>
|
||||
<p><a href="../qbpos_merchant_service/mas_multiple_locations.htm">Use the QuickBooks POS Merchant or Gift Card<br>
|
||||
Services at multiple stores</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<p class="Help-Text">Point of Sale can be configured to manage up to 20 stores, each with one to 20  workstations running the software. Program includes features like centralized purchasing and inventory control, inter-store transfers, exchange of information between stores, company-wide reporting, and the ability at any store to view the on-hand quantity of an item at any other store.</p>
|
||||
<p class="Help-Text">One store is designated as the <font style="font-weight: bold;">Headquarters</font> store (Store 1). Headquarters maintains central control over inventory, purchases merchandise, runs company-wide reports, and handles data exchange with QuickBooks Desktop financial software. Headquarters also has all the capabilities of a remote store, plus can create documents for any store.</p>
|
||||
<p class="Help-Text">Stores 2-20, called <font style="font-style: italic;"><span style="font-weight: bold; font-style: normal;">remote stores</span>,</font> receive and sell merchandise, capture customer information, transfer items to other stores when necessary, and run local store reports. Each store authorizes and settles its own credit, debit/ATM, and gift card transactions, runs the End of Day procedure, and defines its own employees and security settings.</p>
|
||||
<p class="Help-Text">Headquarters and remote stores communicate through a process called <a href="multi_store_exchange.htm">Store Exchange</a>. Store Exchange typically is done at the end of each business day, so that Headquarters, all stores, and your financial software all have current information for the start of the next business day.</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="multi_store_types.htm">Allowed activities by store type</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/basicsmainpage.htm">Point of Sale basics</a></p>
|
||||
|
||||
|
||||
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
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if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
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|
||||
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|
||||
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|
||||
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|
||||
|
||||
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||||
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||||
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|
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<title>Multi-Store Purchasing & Receiving</title>
|
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|
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|
||||
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||||
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|
||||
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|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Multi-Store Purchasing & Receiving</p>
|
||||
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a2">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 class="hcp2">|</span> <a href="multi_store_overview.htm">Multi-Store Overview</a> <span class="hcp2">|</span> <a href="multi_store_exchange.htm">Store Exchange Overview</a></p>
|
||||
<div class="droptext" id="POPUP288262294" 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;" bgcolor="#FFFFEC">
|
||||
<p><a href="../qbpos_inventory/invenvoverview.htm">Manage a multi-store inventory</a></p>
|
||||
<p><a href="multistore_view_storeqty.htm">View item quantities at other stores</a></p>
|
||||
<p><a href="../qbpos_purchasing/po602.htm">Order merchandise from vendors</a></p>
|
||||
<p><a href="../qbpos_receiving/vouch702.htm">Receive merchandise from vendors</a></p>
|
||||
<p><a href="../qbpos_vendors/vend360.htm">View my vendor purchase history</a></p>
|
||||
<p><a href="multi_store_transfers.htm">Transfer merchandise between stores</a></p>
|
||||
<p><a href="multi_store_reports.htm">Run multi-store reports</a></p>
|
||||
<p><a href="multistore_remotevoucherreverse.htm">Correct a remote receiving voucher after sending to HQ</a></p>
|
||||
<p><a href="../qbpos_customer_orders/custorder_specialorder.htm">Handle special orders</a></p>
|
||||
<p><a href="multi_store_exchange.htm">Exchange information among stores</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<p class="Help-Text">Regular purchase orders (POs) are created at Headquarters only.</p>
|
||||
<p class="Help-Text">A PO can be made for one store only. If you want to order quantities for all stores you must either make a separate PO for each store or make one PO for the entire quantity, receive that entire quantity at one location, and then use <a href="multi_store_transfers.htm">transfer slips</a> to record the movement of the merchandise to the other stores.</p>
|
||||
<p class="Help-Text">When a remote store receives a Store Exchange mailbag from Headquarters, only those POs made for that particular store are extracted and copied to the remotes PO list.</p>
|
||||
<p class="Help-Text">Each store can reference its own POs as it makes receiving <a href="../qbpos_receiving/vouchersoverview.htm">vouchers</a> to receive the ordered merchandise into inventory. A voucher updates the fill status of the PO both at the local store and at Headquarters, once Store Exchange is run to send the receiving voucher(s) there. When Headquarters deletes a filled PO, it is automatically deleted from the remote PO list after the next Store Exchange. Likewise, if edits are made to an active PO at Headquarters, the PO is resent to the remote store and overwrites the copy of the PO at the remote.</p>
|
||||
<p class="Help-Text">Remote stores can create purchase orders only when creating special order items from a document (typically from a <a href="../qbpos_customer_orders/custorder_overview.htm">customer order</a>). These POs are not sent to Headquarters, but the special order item is sent to Headquarters on the first transactional document listing it. Headquarters can make a special order item a permanent addition to inventory by <a href="../qbpos_inventory/inven_convert_specialorder.htm">converting it to an inventory item</a>.</p>
|
||||
<p class="Help-Text">Allowing remote stores to create special order items introduces the possibility of creating items with duplicate UPC or Alternate Lookups. Headquarters is alerted to and can fix these duplicate items from the <a href="../qbpos_inventory/inven_reminders_dupitems.htm">duplicate item reminders</a> screen.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text"><a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('multistore_protips_purchasing.htm');return false;">Tip: Good purchasing/receiving practices for multiple stores<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>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="../qbpos_purchasing/purchasingoverview.htm">Purchasing overview</a></p>
|
||||
|
||||
|
||||
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
|
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if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
|
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|
||||
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|
||||
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|
||||
</html>
|
||||
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|
||||
|
||||
<!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>Multi-Store Reports</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
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|
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|
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|
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|
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|
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|
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|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Multi-Store Reports</p>
|
||||
<p class="Help-Text"><a href="../qbpos_reports_and_sales_charts/reportsoverview.htm">Reports Overview</a> <span style="color: #c0c0c0;">|</span> <a href="multi_store_overview.htm">Multi-Store Overview</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<p class="Help-Text">Assuming you use Store Exchanges to share information between stores, Headquarters can run reports for any one store, a selected group of stores, or all stores, while remote stores can only run reports for the activities at their own store. When running reports at Headquarters, use the <span style="font-weight: bold;">M</span><font class="hcp1">odify</font> <font style="font-family: 'Wingdings 3'; font-weight: bold;" face="Wingdings 3"></font> <font class="hcp1">Filters</font> option to specify the store(s) to be included in the report.</p>
|
||||
<p class="Help-Text">Z-Out Drawer Count Reports are the only reports sent from remote stores to Headquarters. All other company reports ran at Headquarters draw their information from inventory and the transactional history documents maintained at Headquarters.</p>
|
||||
<p class="Help-Text">When Headquarters creates transactional documents for another store, that document is not sent to the other store. Inventory for the remote store is updated but the document is not added to the history file at the remote. These transaction(s) will be included in reports ran at Headquarters, but not in reports ran at the remote store that are based on history documents.</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Text"><font class="hcp1">Reports Unique to Multi-Store Operations</font></p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted"><font class="hcp1">Transfer Reports</font> which detail the movement of merchandise between stores. Available at both Headquarters and remote stores under the <font class="hcp1">Items</font> report category.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted"><font class="hcp1">Store Inventory Summary</font> <font class="hcp2"></font>- located under the <font class="hcp1">Items</font> category, this report provides on-hand merchandise information for all stores. Available at all stores.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted"><font class="hcp1">Store Sales Reports</font> <font class="hcp2"></font> located under the <font class="hcp1">Sales</font> report category, these reports can include summary or item sales information for all stores, and provide store comparisons. These multi-store reports are available only at Headquarters (remote stores have access to all other sales reports for their store).</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted"><font class="hcp1">Z-Out Drawer Count Reports</font> Z-Out Drawer Count Reports are included in the mailbag sent from remote stores to Headquarters. Headquarters can view these reports by selecting <font class="hcp1">view drawer count History</font> from the Reports menu. The reports can be printed or exported to Excel.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted"><font class="hcp1">Profit & Loss (P/L) Reports by Class in QuickBooks Desktop</font> If you also use QuickBooks Desktop financial software, you can run P/L reports for each store as well as the entire company in QuickBooks Desktop, by assigning a QuickBooks <font class="hcp2">class</font> to each store. Available at Headquarters only. <a href="multistore_storetracking_by_class.htm">Learn more</a>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,74 @@
|
||||
|
||||
<!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>Access Transfer Slips</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
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|
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|
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|
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|
||||
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|
||||
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|
||||
|
||||
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|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Access Transfer Slips</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" style="border: none;" width="11" height="11" border="0"></a> <span class="hcp1">|</span> <a href="multi_store_transfers.htm">Transfer Overview</a> <span class="hcp1">|</span> <a href="multi_store_overview.htm">Multi-Store Overview</a>  </p>
|
||||
<div class="droptext" id="POPUP189208694" 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><a href="multistore_view_storeqty.htm">View item quantities at other stores</a></p>
|
||||
<p><a href="multi_store_createslip.htm">Create a transfer slip</a></p>
|
||||
<p><a href="multistore_hold_slip.htm">Hold a transfer slip</a></p>
|
||||
<p><a href="../qbpos_basic_procedures/navigation_find/basic_find_slip.htm">Find a transfer slip</a></p>
|
||||
<p><a href="multistore_slip_reverse.htm">Reverse or correct a transfer slip</a></p>
|
||||
<p><a href="../qbpos_basic_procedures/printing/basic_printdocuments.htm">Print a transfer slip</a></p>
|
||||
<p><a href="../qbpos_basic_procedures/basic_email_documents.htm">E-mail a transfer slip</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<p class="Help-Text">Select one of the following from the Inventory menu:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List"><font class="hcp2">New transfer Slip</font> to record a <a href="multi_store_createslip.htm">new transfer</a> between stores</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List"><font class="hcp2">Transfer History</font> to view previously saved transfer slips</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List"><font class="hcp2">Held Slips</font> to view transfer slips currently on <a href="multistore_hold_slip.htm">hold</a></p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Nested-List">You can also initiate a transfer from inventory. Select or display the item or items you wish to transfer and then choose <span style="font-weight: bold;">Transfer selected items to another store</span> from the I Want To menu.</p>
|
||||
|
||||
|
||||
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
|
||||
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
|
||||
TextPopupInit('a1','POPUP189208694');
|
||||
//]]></script>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,87 @@
|
||||
|
||||
<!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>Transfer Merchandise between Stores</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { color:#c0c0c0; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Transfer Merchandise between Stores</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" style="border: none;" width="11" height="11" border="0"></a> <span class="hcp1">|</span> <a href="multi_store_overview.htm">Multi-Store Overview</a> <span class="hcp1">|</span> <a href="multi_store_createslip.htm">Create a Transfer Slip</a></p>
|
||||
<div class="droptext" id="POPUP299333046" 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><a href="multi_store_transferaccess.htm">Access transfer slips or transfer history</a></p>
|
||||
<p><a href="multistore_view_storeqty.htm">View item quantities at other stores</a></p>
|
||||
<p><a href="multi_store_createslip.htm">Create a transfer slip</a></p>
|
||||
<p><a href="multistore_hold_slip.htm">Hold a transfer slip</a></p>
|
||||
<p><a href="../qbpos_basic_procedures/navigation_find/basic_find_slip.htm">Find a transfer slip</a></p>
|
||||
<p><a href="multistore_slip_reverse.htm">Reverse or correct a transfer slip</a></p>
|
||||
<p><a href="../qbpos_basic_procedures/printing/basic_printdocuments.htm">Print a transfer slip</a></p>
|
||||
<p><a href="../qbpos_basic_procedures/basic_email_documents.htm">E-mail a transfer slip</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<p class="Help-Text">The transfer of merchandise from one store to another is recorded on a <font style="font-style: italic;">transfer slip.</font> A transfer slip is a transactional document that deducts the transferred merchandise from the source store's item quantity and adds it to the destination store's quantity.</p>
|
||||
<p class="Help-Text">Headquarters can make transfer slips to move merchandise from any store to any other store. Remote stores are limited to making slips that transfer merchandise out of their store to another store.</p>
|
||||
<p class="Help-Text">If one store runs out of an item, they can look to see if another store has the item in stock. Typically, a follow-up phone call is made to confirm that the item is still available. At this point, the first store can either send the customer to the second store or arrange for the second store to transfer the item to them, in which case the customer can purchase it when it arrives. The second store or Headquarters would make a transfer slip to move the item.</p>
|
||||
<p class="Help-Text">Transfer slips are often made at Headquarters to reallocate fast or slow selling merchandise among stores. Since Headquarters has ultimate inventory control, handles purchasing, and has the ability to run company reports, they are in the ideal position to assess when merchandise transfers of this nature are beneficial.</p>
|
||||
<p class="Help-Info-Line">Keep the following in mind as you work with transfer slips:</p>
|
||||
<ul style="list-style: square;">
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Transfers have no net effect on total inventory quantity or value; they simply move the specified quantity of an item from one store to another.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">The transfer slip is the mechanism that updates Point of Sale inventory for a transfer. You might find it helpful to print and FAX or e-mail a copy of the transfer slip to the store(s) involved to assist with the physical movement of the merchandise.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">The store receiving transferred merchandise should <font style="font-weight: bold;">NOT</font> record the merchandise on a receiving voucher. Transfer slips update the quantities at both stores (called the "From Store" and "To Store" on the slips, respectively). Making a voucher that lists the same merchandise would add the item quantity to the master inventory and cause errors in the company inventory valuation.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Transfer slips are saved to your Transfer History list and, if applicable, sent to QuickBooks financial software.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Text">Transfer reports, which detail the movement of merchandise between stores are available at both Headquarters and remote stores.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="../qbpos_fields/fields_slips.htm">Transfer slip field descriptions</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_secadmin/secadmin01.htm#rights_slip">Transfer security rights</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_qb_data_exchange/qbfs_transfers.htm">How transfers are sent to QuickBooks financial software</a></p>
|
||||
<p class="Help-Text"><a href="multi_store_exchange.htm">Store Exchange overview</a></p>
|
||||
|
||||
|
||||
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
|
||||
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
|
||||
TextPopupInit('a1','POPUP299333046');
|
||||
//]]></script>
|
||||
</body>
|
||||
</html>
|
||||
1351
QB_Help_Web/POS_Help/qbpos_multi_store/multi_store_types.htm
Normal file
1351
QB_Help_Web/POS_Help/qbpos_multi_store/multi_store_types.htm
Normal file
File diff suppressed because it is too large
Load Diff
@@ -0,0 +1,68 @@
|
||||
|
||||
<!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>Copy and/or Correct a Transfer Slip</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { color:#c0c0c0; }
|
||||
font.hcp2 { font-style:italic; }
|
||||
font.hcp3 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Copy and/or Correct a Transfer Slip</p>
|
||||
<p class="Help-Text"><a href="multi_store_transfers.htm">Transfer Overview</a> <span class="hcp1">|</span> <a href="../qbpos_basic_procedures/navigation_find/basic_find_slip.htm">Find a Slip</a> <span class="hcp1">|</span> <a href="../qbpos_basic_procedures/basic_edit_documents.htm">Edit a Slip</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<p class="Help-Info-Line">To reverse, copy and correct a slip:</p>
|
||||
<p class="Help-Text">Copying and correcting a reversed slip allows you to adopt the parts of the original slip that you want to keep, and correct the parts that were in error, to make a new, correct slip.</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Reverse the original slip as described <a href="multistore_slip_reverse.htm">here</a>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Highlight or display the original slip again (marked <font class="hcp2">Reversed</font> in the <font class="hcp3">Status</font> field in the transfer history list).</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <span style="font-weight: bold;">C</span><font class="hcp3">opy</font>. A new slip is created and displayed with the same information as the original.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Make the necessary corrections to the information on the new slip.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <font class="hcp3">S</font><font class="hcp3">ave &</font> <font class="hcp3">P</font><font class="hcp3">rint</font> or <font class="hcp3">S</font><font class="hcp3">ave</font> <font class="hcp3">O</font><font class="hcp3">nly</font><font>.</font></p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Heading-2">Notes:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">When done, you will have three slips in your transfer history: the original slip (status of <font class="hcp2">Reversed</font>), the second slip that reversed the original (status of <font class="hcp2">Reversing</font>), and the new corrected slip (status of Regular).</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_historydocs_reversing.htm">Basic document reversing information</a></p>
|
||||
<p class="Help-Text"><a href="multi_store_exchange.htm">Store Exchange overview</a></p>
|
||||
<p class="Help-Text"><a href="multi_store_overview.htm">Multi-store overview</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,92 @@
|
||||
|
||||
<!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>Hold a Transfer Slip</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { color:#c0c0c0; }
|
||||
span.hcp2 { font-weight:bold; }
|
||||
font.hcp3 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Hold a Transfer Slip</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" style="border: none;" width="11" height="11" border="0"></a>  <span class="hcp1">|</span> <a href="../qbpos_fields/fields_slips.htm">Slip Information Fields</a> <span class="hcp1">|</span> <a href="multi_store_transfers.htm">Transfer Overview</a></p>
|
||||
<div class="droptext" id="POPUP253236153" 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><a href="multi_store_transferaccess.htm">Access transfer slips or transfer history</a></p>
|
||||
<p><a href="multistore_view_storeqty.htm">View item quantities at other stores</a></p>
|
||||
<p><a href="multi_store_createslip.htm">Create a transfer slip</a></p>
|
||||
<p><a href="../qbpos_basic_procedures/navigation_find/basic_find_slip.htm">Find a transfer slip</a></p>
|
||||
<p><a href="multistore_slip_reverse.htm">Reverse or correct a transfer slip</a></p>
|
||||
<p><a href="../qbpos_basic_procedures/printing/basic_printdocuments.htm">Print a transfer slip</a></p>
|
||||
<p><a href="../qbpos_basic_procedures/basic_email_documents.htm">E-mail a transfer slip</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<p class="Help-Text">A slip can be put on hold to allow you to carry out other activities. For example, you might temporarily hold a slip in progress while you make a sale, then unhold and complete it after the sale is completed. If a transfer is not physically completed the same day you make the slip you may also want to place the slip on hold until the transfer is completed. This ensures that item quantities are not updated until the merchandise physically is moved from one store to the other.</p>
|
||||
<p class="Help-Info-Line">To hold a slip:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps"><a href="multi_store_createslip.htm">Create a slip</a>, but do not save it.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <span class="hcp2">H</span><font class="hcp3">old Slip</font> from the bottom tool bar.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text">The slip is added to the list of held slips. A slip can be viewed, printed, or deleted while on hold. A held slip is not sent to Headquarters (if made at a remote) and does not update inventory until it has been unheld and saved.</p>
|
||||
<p class="Help-Info-Line">To unhold a slip:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">From the Inventory menu or the bottom of the transfer history window, select <font class="hcp3">Held Transfer Slips</font>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text" style="margin-left: 18.00pt;">The list of slips on hold is displayed.</p>
|
||||
<ol start="2">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Highlight the slip you want and select <span class="hcp2">U</span><font class="hcp3">nhold Slip</font> from the bottom tool bar.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">The selected slip is made active again. Make any necessary modifications and then save and print.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<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="multi_store_exchange.htm">Store Exchange overview</a></p>
|
||||
<p class="Help-Text"><a href="multi_store_overview.htm">Multi-store overview</a></p>
|
||||
|
||||
|
||||
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
|
||||
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
|
||||
TextPopupInit('a1','POPUP253236153');
|
||||
//]]></script>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,76 @@
|
||||
|
||||
<!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>Initialize Remote Stores</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { color:#c0c0c0; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Initialize Remote Stores</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" style="border: none;" width="11" height="11" border="0"></a> <span class="hcp1">|</span> <a href="multi_store_overview.htm">Multi-Store Overview</a> <span class="hcp1">|</span> <a href="multi_store_exchange.htm">Store Exchange Overview</a></p>
|
||||
<div class="droptext" id="POPUP301267992" 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;" bgcolor="#FFFFEC">
|
||||
<p><a href="../qbpos_inventory/invenvoverview.htm">Manage a multi-store inventory</a></p>
|
||||
<p><a href="multistore_view_storeqty.htm">View item quantities at other stores</a></p>
|
||||
<p><a href="multi_store_transfers.htm">Transfer merchandise between stores</a></p>
|
||||
<p><a href="multi_store_purchasing.htm">Purchase and receive for multiple stores</a></p>
|
||||
<p><a href="multi_store_customers.htm">Track customers with multiple stores</a></p>
|
||||
<p><a href="multi_store_reports.htm">Run multi-store reports</a></p>
|
||||
<p><a href="multistore_storetracking_by_class.htm">Track profit/loss by store</a></p>
|
||||
<p><a href="multi_store_exchange.htm">Exchange information among stores</a></p>
|
||||
<p><a href="store_exchange_log.htm">Troubleshoot Store Exchanges</a></p>
|
||||
<p><a href="../qbpos_merchant_service/mas_multiple_locations.htm">Use the QuickBooks POS Merchant or Gift Card Services at multiple stores</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<p class="Help-Text">Once Headquarters has completed the setup of inventory, departments, vendors, and company preferences, and remote stores have installed and configured Point of Sale, Headquarters sends a Store Exchange mailbag to the remote stores to initialize them with the information entered at Headquarters. Remote stores must receive and process this mailbag before they can create documents in Point of Sale.</p>
|
||||
<p class="Help-Text">To initialize remote stores, Headquarters must send a Store Exchange file to all remote stores. Remote stores receive and process the file from Headquarters. Once this initial Store Exchange cycle is completed, all stores have access to inventory and are ready to begin normal Point of Sale activities.</p>
|
||||
<p class="Help-Text">The activities that can be performed at the remote store prior to receiving their initialization file from Headquarters are limited to certain store-specific tasks, such as adding customers, adding employees and defining security, and defining store preferences. Documents generally cannot be made, as the remote store cannot list items until the inventory file is received from Headquarters.</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Heading-2">Notes:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Not all of the new settings sent from Headquarters take effect until all workstations at a remote store have exited and restarted Point of Sale.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">If you converted data from a previous version of Point of Sale at a remote store, you can carry on normal POS activities, including sales, while waiting for an initialization file from Headquarters. However, you cannot send a Store Exchange file until you have received and processed one in from Headquarters.</p>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
|
||||
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
|
||||
TextPopupInit('a1','POPUP301267992');
|
||||
//]]></script>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,60 @@
|
||||
|
||||
<!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>Multi-Store Preferences</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Multi-Store Preferences</p>
|
||||
<p class="Help-Text"><a href="multi_store_overview.htm">Multi-Store Overview</a> <span style="color: #c0c0c0;">|</span> <a href="multi_store_exchange.htm">Store Exchange Overview</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<p class="Help-Text">Shared company preferences that affect all stores are defined at Headquarters only. Shared company preferences include price levels, sales tax codes and locations, deposit requirements for customer orders, store codes and headings, and most other company preferences.</p>
|
||||
<p class="Help-Text">Each store can set it own preferences for the following:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Default price level and payment type on sales</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Default tax location used for sales</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Logo and printed message on receipts</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Allowed credit card types</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Employees and security rights</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Store Exchange settings for communication with other stores</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Workstation-specific preferences</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Text">The exchange of company preferences is one way, from Headquarters to remote stores, and includes only the shared preferences. The shared company preferences at a remote store are overwritten by the Headquarters file with every exchange.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text"><a href="../qbpos_company_preferences/companyprefs_instructions.htm">How do I edit company preferences?</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_workstation_preferences/wsprefs_instructions.htm">How do I edit workstation preferences?</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,40 @@
|
||||
|
||||
<!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>Tip: Multi-Store Purchasing and Receiving</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
<!--
|
||||
body { background-color:#ffffec; }
|
||||
-->
|
||||
</style>
|
||||
|
||||
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Tip: Multi-Store Purchasing and Receiving</p>
|
||||
|
||||
<p class="Help-Text">in-help popup</p>
|
||||
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text" style="font-weight: bold;">Keep Headquarters PO File Small to Reduce Store Exchange File Size and Time</p>
|
||||
<p class="Help-Text">Once a PO has been filled, it is advisable to delete it at Headquarters. Deleting a PO prevents it from being included in mailbags sent to remote stores during Store Exchanges. This keeps the PO file compact and helps speed the time it takes to create and send/receive Store Exchange mailbags. It also removes the PO from the PO list at the remote store, helping keep it compact and useful.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text"><font style="font-weight: bold;">Instill Good Receiving Practices at Remotes</font></p>
|
||||
<p class="Help-Text">If the received merchandise was ordered on a PO, remote stores should always receive against that PO when receiving the merchandise. This not only speeds the process of making a voucher and minimizes data entry errors, it also ensures that the proper order cost is carried to the voucher and that the PO fill status is updated at Headquarters. Following this practice will facilitate accurate and timely updating of your inventory cost and tracking of purchased merchandise.</p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,68 @@
|
||||
|
||||
<!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>Reverse/Correct a Receipt at a Remote Store</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { color:#c0c0c0; }
|
||||
span.hcp2 { font-weight:bold; }
|
||||
font.hcp3 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Reverse/Correct a Receipt at a Remote Store</p>
|
||||
<p class="Help-Text"><a href="../qbpos_basic_procedures/navigation_find/basic_find_recpt.htm">Find a Receipt</a> <span class="hcp1">|</span> <a href="../qbpos_basic_procedures/basic_edit_documents.htm">Edit a Receipt</a> <span class="hcp1">|</span> <a href="multi_store_exchange.htm">Store Exchange Overview</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<p class="Help-Text">Remote stores can <a href="../qbpos_basic_procedures/basic_historydocs_reversing.htm">reverse</a> receipts only until they are sent to Headquarters in a Store Exchange. If an error is discovered after a receipt has been sent to Headquarters, there are two ways to fix the error:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="font-size: 9pt;">
|
||||
<p class="Help-Bulleted">Reverse the receipt at Headquarters. Inventory at the remote will be corrected after the next Store Exchange, but the remote sales history will not be updated,</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Indent">OR</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="font-size: 9pt;">
|
||||
<p class="Help-Bulleted">Use a return, copy, and correct procedure at the remote store. This procedure will create a return receipt to cancel out the original sales receipt's effect on inventory, and then create a new corrected sales receipt to update both inventory and your sales history with the correct information.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Info-Line">To return, copy, and correct a receipt:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Locate the original receipt in your Sales History.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <span class="hcp2">C</span><font class="hcp3">opy</font> <span class="hcp2">Re</span><font class="hcp3">ceipt</font>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <font class="hcp3">Change to Return</font> from the I Want To menu to make the copy a return receipt. Leave all items, quantities, prices, etc., the same as the original. Save this new return receipt.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Locate and copy the original receipt a second time. Make corrections on this copy to reflect the actual items, quantities, and prices of the sold merchandise and save.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="multi_store_overview.htm">Multi-store overview</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,62 @@
|
||||
|
||||
<!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>Notes: Reverse a Voucher at a Remote Store</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { font-weight:bold; }
|
||||
font.hcp2 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Notes: Reverse a Voucher at a Remote Store</p>
|
||||
<p class="Help-Text"><a href="multi_store_overview.htm">Multi-Store Overview</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_receiving/vouchersoverview.htm">Receiving Overview</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<p class="Help-Text">Headquarters can edit (vendor billing information and discount fields only) and reverse a former voucher without restrictions. Remote stores, however, cannot edit receiving vouchers and can only reverse a voucher until it has been sent to Headquarters. If an error is discovered after a voucher has been sent to Headquarters you have two methods available to fix the error:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Reverse the voucher at Headquarters. Inventory at the remote will be corrected after the next Store Exchange, but the remote receiving history will not be updated.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Use a return, copy, and correct procedure at the remote store. This procedure will create a return voucher to cancel out the original receiving voucher's effect on inventory, and then create a new corrected receiving voucher to update both inventory and your receiving history with the correct information.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Info-Line">To return, copy, and correct a voucher:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Locate the original voucher in your Receiving History.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <span class="hcp1">C</span><font class="hcp2">opy Voucher</font>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <span class="hcp1">C</span><font class="hcp2">hange to</font> <span class="hcp1">R</span><font class="hcp2">eturn Voucher</font> from the I Want To menu to make the copy a return voucher. Leave all items, quantities, costs, etc., the same as the original. Save this new return voucher.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Locate and copy the original voucher a second time. Make corrections on this copy to reflect the actual items, quantities, and costs of the received merchandise and save.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"> </p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,100 @@
|
||||
|
||||
<!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>Reverse a Transfer Slip</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { color:#c0c0c0; }
|
||||
font.hcp2 { font-weight:bold; }
|
||||
span.hcp3 { font-weight:bold; }
|
||||
span.hcp4 { font-style:italic; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Reverse a Transfer Slip</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" style="border: none;" width="11" height="11" border="0"></a> <span class="hcp1">|</span> <a href="multi_store_transfers.htm">Transfer Overview</a> <span class="hcp1">|</span> <a href="../qbpos_basic_procedures/navigation_find/basic_find_slip.htm">Find a Transfer Slip</a></p>
|
||||
<div class="droptext" id="POPUP298778821" 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><a href="multi_store_transferaccess.htm">Access transfer slips or transfer history</a></p>
|
||||
<p><a href="multistore_view_storeqty.htm">View item quantities at other stores</a></p>
|
||||
<p><a href="multi_store_createslip.htm">Create a transfer slip</a></p>
|
||||
<p><a href="multistore_hold_slip.htm">Hold a transfer slip</a></p>
|
||||
<p><a href="../qbpos_basic_procedures/navigation_find/basic_find_slip.htm">Find a transfer slip</a></p>
|
||||
<p><a href="../qbpos_basic_procedures/printing/basic_printdocuments.htm">Print a transfer slip</a></p>
|
||||
<p><a href="../qbpos_basic_procedures/basic_email_documents.htm">E-mail a transfer slip</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_edit_documents.htm">Editing</a> of saved transfer slips is limited to freight charges and some informational fields and then only until the slip has been sent to Headquarters and/or to QuickBooks financial software.</p>
|
||||
<p class="Help-Text">If an uneditable error is discovered on a slip, it is necessary to reverse the slip and then you can create a new, corrected one to update your history files and store quantities.</p>
|
||||
<p class="Help-Info-Line">To reverse a saved transfer slip:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps"><a href="../qbpos_basic_procedures/navigation_find/basic_find_slip.htm">Locate</a> and highlight the former slip in your transfer history.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <font class="hcp2">Reverse Slip</font> from the I Want To menu.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text" style="margin-left: 18.00pt;">The Reversing Document dialog is displayed.</p>
|
||||
<ol start="3">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">If not using security, select your name in the <font class="hcp2">Associate</font> field and then select <span class="hcp3">OK</span>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text">A reversing slip is automatically created and added to the transfer history list. If necessary, a corrected slip can then made as described <a href="multistore_copycorrectslip.htm">here</a>.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Notes:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Transfer slips can only be reversed at a remote store prior to sending the slip to Headquarters. If the slip has already been sent to Headquarters, then it can only be reversed at Headquarters.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Reversing a slip cancels the original slips effect on inventory. For example, if the original slip transferred a unit quantity of three from Store 1 to Store 2, when the slip is reversed a quantity of three is transferred back to Store 1. When completed, the original slip will be marked <span class="hcp4">Reversed</span> in the <span class="hcp3">Status</span> field and the new slip that is created will be marked <span class="hcp4">Reversing</span>. (Note: the <span class="hcp3">Status</span> field is only displayed in the Transfer History list).</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">A Reverse, Copy, and Correct approach can be used to undo the effects of the original slip and make a new, corrected slip. First, reverse the original slip as described above. Then, begin a new slip by <a href="multistore_copycorrectslip.htm">copying</a> the original. Finally, make corrections to the copy and save.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Headquarters: If integrated with QuickBooks financial software and if the original slip has already been sent to QuickBooks, then the reversing slip is also sent and <a href="../qbpos_qb_data_exchange/qbfs_transfers.htm">posts in the same manner as any slip</a>. The new posting cancels the effect of the original on your financial records. The original entries are not edited or removed. If the original document has not yet been sent, then both are flagged and neither is sent, so there will be no entries in your financial software for the transaction.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="multi_store_exchange.htm">Store Exchange overview</a></p>
|
||||
<p class="Help-Text"><a href="multi_store_overview.htm">Multi-store overview</a></p>
|
||||
|
||||
|
||||
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
|
||||
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
|
||||
TextPopupInit('a1','POPUP298778821');
|
||||
//]]></script>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,67 @@
|
||||
|
||||
<!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>Store Tracking and Profit/Loss Reports in QuickBooks Desktop</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { font-weight:bold; }
|
||||
font.hcp2 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Store Tracking and Profit/Loss Reports in QuickBooks Desktop</p>
|
||||
<p class="Help-Text"><a href="multi_store_overview.htm">Multi-Store Overview</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_reports_and_sales_charts/reportsoverview.htm">Multi-store Reports in Point of Sale</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<p class="Help-Text">If you are integrated with QuickBooks Desktop financial software, you can run Profit/Loss (P/L) reports for each store as well as the entire company in your financial software, by assigning a QuickBooks <font style="font-style: italic;">class</font> to each store.</p>
|
||||
<p class="Help-Text">To generate this report type, you must enable the class tracking preference in both Point of Sale and in QuickBooks Desktop financial software and assign a unique class to each store in your Point of Sale company preferences at Headquarters.</p>
|
||||
<p class="Help-Text">Click <a href="../qbpos_company_preferences/sysprefs14.htm">here</a> for instructions to configure Headquarters preferences in Point of Sale.</p>
|
||||
<p class="Help-Info-Line">To enable tracking by class in your <span style="text-decoration: underline;">QuickBooks Desktop financial software</span>:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <span class="hcp1">P</span><font class="hcp2">references</font> from the Edit menu.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <font class="hcp2">Accounting</font>, and then <span class="hcp1">C</span><font class="hcp2">ompany</font> in the Preferences window.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select the check box for <span class="hcp1">U</span><font class="hcp2">se</font> <span class="hcp1">C</span><font class="hcp2">lass</font> <span class="hcp1">T</span><font class="hcp2">racking</font>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <span class="hcp1">OK</span>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Notes:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">During the next Financial Exchange, the classes you assigned to stores in Point of Sale are added to your class list in QuickBooks Desktop financial software. As transactions are posted to QuickBooks Desktop at Headquarters, QuickBooks Desktop categorizes them according to the assigned store classes.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">You can run a report by class to see the P/L for any store. To see the P/L for all stores run an unclassified report. Refer to your QuickBooks Desktop documentation or in-product help for more information about using classes.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="../qbpos_qb_data_exchange/qbdataoverview.htm">Financial Exchange Overview</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,71 @@
|
||||
|
||||
<!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>View Item Quantities at Other Stores</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { font-weight:bold; }
|
||||
img.hcp2 { border:none; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">View Item Quantities at Other Stores</p>
|
||||
<p class="Help-Text"><a href="multi_store_exchange.htm">Store Exchange Overview</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_inventory/inven_avblqty_tracking.htm">Track Available Quantities</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<p class="Help-Text">Each store can view item quantities at every other store, accurate as of the last completed store exchange cycle.</p>
|
||||
<p class="Help-Info-Line">To view available item quantities at other stores:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">From your item list, display the item record (select <span class="hcp1">View Details</span>).</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">In the Basic Info section, click the <span class="hcp1">Available</span> button. <img src="../image/avbl_qty.gif" alt="" width="192" height="27" align="right" border="0" class="hcp2"></p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">The Available Quantities window is displayed.</p>
|
||||
<p class="Help-Indent"><img src="../image/avbl_qty_window.gif" alt="Available Quantities" title="Available Quantities" width="401" height="260" border="0" class="hcp2"></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">This window allows you to view the on-hand, on-order, and available item quantities as well as a list of open orders for your store.</p>
|
||||
<p class="Help-Text">Also displayed are item quantities at other stores, current as of the last completed <a href="multi_store_exchange.htm">Store Exchange</a>. If you run out of an item, you can use this window to see if another store has the item in stock. If needed, you can request the other store to transfer the item to you or you can send the customer to the other store to purchase the item.</p>
|
||||
<p class="Help-Text"><a href="../qbpos_inventory/inven_avblqty_wndw.htm">Learn more</a> about the Available Quantities window.</p>
|
||||
<p class="Help-Info-Line">Other places to view item quantities at other stores:</p>
|
||||
<ul style="list-style: disc;">
|
||||
<li class="p-Help-Text" style="margin-left: -20px;">
|
||||
<p class="Help-Text"><span class="hcp1">Purchase Order</span>: In the <span class="hcp1">Item</span> <span class="hcp1">Information</span> window, accessed by selecting <span class="hcp1">Edit Item</span> for an item listed on a purchase order.</p>
|
||||
</li>
|
||||
<li class="p-Help-Text" style="margin-left: -20px;">
|
||||
<p class="Help-Text"><span class="hcp1">Item List</span>: A column for each store's on-hand quantity can be <a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm">added</a> to your item list.</p>
|
||||
</li>
|
||||
<li class="p-Help-Text" style="margin-left: -20px;">
|
||||
<p class="Help-Text"><span class="hcp1">Report</span>: Run the Inventory by Store report (From the Report Center, select <span class="hcp1">Items > Multi-Store - Store Inventory</span>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Note"><font style="font-weight: bold;">Note: <span class="hcp1">Importance of Store Exchange Sequencing.</span></font> Item quantities viewed at other stores are only as current as the last successful complete <a href="multi_store_exchange.htm">Store Exchange</a> cycle. The closer you follow the recommended exchange sequence, the more meaningful these quantities will be.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="store_exchange_qtyadj.htm">Automatic quantity adjustment at remote stores</a></p>
|
||||
<p class="Help-Text"><a href="multi_store_transfers.htm">Transfer merchandise between stores</a></p>
|
||||
<p class="Help-Text"><a href="multi_store_overview.htm">Multi-store overview</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,86 @@
|
||||
|
||||
<!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>Store Exchange Method: Intuit Service</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1">Store Exchange Method: Intuit Service</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" style="border: none;" width="11" height="11" border="0"></a> <span style="color: #c0c0c0;">|</span> <a href="multi_store_exchange.htm">Store Exchange Overview</a></p>
|
||||
<div class="droptext" id="POPUP183173017" 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="multi_store_config.htm">Configure Store Exchange</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; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<p class="Help-Note">This service requires activation by phone during  initial setup. Additional fee may apply.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">The Intuit Service is a Web-based database exchange service provided by Intuit. When you send files you connect to the database and upload files for your other store(s). When you receive, you download the files left for you by the other stores.</p>
|
||||
<p class="Help-Text">The Store Exchange database is accessible only through the Store Exchange procedure within Point of Sale. Your Store Exchange files are secured by a unique encryption derived by the combination of your Store Exchange <a href="ms_config_passwords.htm">password</a> with other confidential information from your Point of Sale user license.</p>
|
||||
<p class="Help-Text">If you are using more than one Point of Sale company file, you will need to use a different password for each to ensure the correct file is updated during Store Exchanges.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Usage:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Simple setup;  choose Intuit Service as your Store Exchange method and activate the service by phone</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">One-click sending and receiving of files; Point of Sale automatically generates and encrypts the files, connects to the service, and uploads/downloads only the files intended for your store(s)</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Old files are automatically removed or overwritten in the online database after processing</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Can be <a href="store_exchange_schedule.htm">scheduled</a> to occur once a day at a time convenient for you</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Heading-2">Requirements:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Must have an active Internet connection at the Server Workstation in each store; a high-speed connection is strongly recommended</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Must activate service by phone. Additional fee may apply.</p>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
|
||||
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
|
||||
TextPopupInit('a1','POPUP183173017');
|
||||
//]]></script>
|
||||
</body>
|
||||
</html>
|
||||
78
QB_Help_Web/POS_Help/qbpos_multi_store/stex_preparepics.htm
Normal file
78
QB_Help_Web/POS_Help/qbpos_multi_store/stex_preparepics.htm
Normal file
@@ -0,0 +1,78 @@
|
||||
|
||||
<!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>Store Exchange: Prepare and Send Item Pictures</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { font-weight:bold; }
|
||||
ol.hcp2 { list-style:decimal; }
|
||||
ul.hcp3 { list-style:disc; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1">Store Exchange: Prepare and Send Item Pictures</p>
|
||||
<p class="Help-Text"><a href="../qbpos_inventory/inven_itempics.htm">Add Pictures to Your Items</a> <span style="color: #c0c0c0;">|</span> <a href="stex_receivepics.htm">Receive Pictures (Remote)</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<p class="Help-Note"><span class="hcp1">Note</span>: This task is available only at Headquarters.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">If you add pictures to your inventory items at Headquarters, you can send those pictures to remote stores, where upon receiving them they will automatically be displayed for items. Due to the potentially large file sizes, item pictures are not included in the normal Store Exchange process; a separate and distinct procedure is required. You may want to periodically send item pictures so that additions or edits made at Headquarters are reflected at your remote stores.</p>
|
||||
<p class="Help-Text">Pictures can only be sent to remote stores on removable media, such as a CD, USB flash drive, or external hard drive.</p>
|
||||
<p class="Help-Info-Line">To prepare and send pictures:</p>
|
||||
<ol class="hcp2">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">From the Stores menu or the Store Exchange Center, select <span class="hcp1">Prepare Pictures</span>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Read the information in the Prepare Pictures dialog.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<ul class="hcp3">
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List">If necessary, change the location or drive to which the picture file will be created by selecting <span class="hcp1">Browse</span>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ol start="3" class="hcp2">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Select <span class="hcp1">Next</span> to continue.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Select <span class="hcp1">Export</span>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Select <span class="hcp1">Close</span> to exit once the process is complete.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text">The picture file is created in the specified location, with a filename of: QBPOS Item Pictures.qbt.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Notes:</p>
|
||||
<ul class="hcp3">
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">At the remote store, select <span class="hcp1">Receive Pictures</span> from the Stores menu and browse to the removable media containing the picture file.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">If you've also added new items to inventory, be sure to send your regular Store Exchange file to the remote before sending the picture file. This ensures the new items are present in the remote inventory so pictures can be assigned.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,76 @@
|
||||
|
||||
<!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>Store Exchange: Receive via Intuit Service</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1">Store Exchange: Receive via Intuit Service</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" style="border: none;" width="11" height="11" border="0"></a> <span style="color: #c0c0c0;">|</span> <a href="multi_store_exchange.htm">Store Exchange Overview</a></p>
|
||||
<div class="droptext" id="POPUP299124293" 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="multi_store_config.htm">Configure Store Exchange</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; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">On the Server Workstation, close all open windows and ensure you are connected to the Internet.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">From the Stores menu or Store Exchange Center, select <font class="hcp1">Receive Files</font>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">Point of Sale opens the Store Exchange dialog, connects to the Intuit Service and checks for files from your other store(s). If a file is available, it is downloaded to your In folder.</p>
|
||||
<ol start="3">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Select <span style="font-weight: bold;">P</span><font class="hcp1">rocess In</font>. Headquarters may have files from each remote store available; all waiting files will be processed at the same time.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text">When processing is done, a confirmation message is displayed. If errors have occurred, select <a href="store_exchange_log.htm">View Log</a> for details.</p>
|
||||
<p class="Help-Bulleted"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="store_exchange_procin.htm">Receive files: Overview</a></p>
|
||||
|
||||
|
||||
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
|
||||
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
|
||||
TextPopupInit('a1','POPUP299124293');
|
||||
//]]></script>
|
||||
</body>
|
||||
</html>
|
||||
70
QB_Help_Web/POS_Help/qbpos_multi_store/stex_receivepics.htm
Normal file
70
QB_Help_Web/POS_Help/qbpos_multi_store/stex_receivepics.htm
Normal file
@@ -0,0 +1,70 @@
|
||||
|
||||
<!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>Store Exchange: Receive Pictures (Remote Stores)</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { font-weight:bold; }
|
||||
ol.hcp2 { list-style:decimal; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1">Store Exchange: Receive Pictures (Remote Stores)</p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<p class="Help-Note"><span class="hcp1">Note</span>: This task is available only at Remote Stores. If you also received a regular Store Exchange file from Headquarters, receive that file first. This ensures that any new items, for which pictures might be included in the picture file, are added to your inventory first.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">If your Headquarters location adds pictures to inventory items, they can send the picture file to you on removable media. After processing the picture file, you will be able to see the item pictures on the item records and on most Point of Sale documents.</p>
|
||||
<p class="Help-Text">Due to the potentially large file sizes, item pictures are not included in the normal Store Exchange process. Headquarters will need to prepare and send a separate picture file.</p>
|
||||
<p class="Help-Info-Line">To receive a picture file:</p>
|
||||
<ol class="hcp2">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">From the Stores menu or the Store Exchange Center, select <span class="hcp1">Receive Pictures</span>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">In the Receive Pictures dialog, browse to the folder or drive containing the picture file from Headquarters.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<ul style="list-style: disc;">
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List">The default picture file name is: QBPOS Item Pictures.qbt.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ol start="3" class="hcp2">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Select <span class="hcp1">Next</span> to continue. A summary of the number of pictures in the received file is displayed.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Select <span class="hcp1">Import</span> to process the file.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Select <span class="hcp1">Close</span> to exit once the process is complete.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text">The pictures will automatically be displayed for your inventory items, provided your <a href="../qbpos_company_preferences/companyprefs_inventory.htm">preferences</a> are set to associate pictures with items.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="../qbpos_inventory/inven_itempics.htm">Add pictures to your items</a></p>
|
||||
<p class="Help-Text"><a href="stex_preparepics.htm">Send Item Pictures from Headquarters</a></p>
|
||||
</body>
|
||||
</html>
|
||||
92
QB_Help_Web/POS_Help/qbpos_multi_store/stex_resend.htm
Normal file
92
QB_Help_Web/POS_Help/qbpos_multi_store/stex_resend.htm
Normal file
@@ -0,0 +1,92 @@
|
||||
|
||||
<!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>Store Exchange: Resend Files</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
ul.hcp1 { list-style:disc; }
|
||||
ol.hcp2 { list-style:decimal; }
|
||||
span.hcp3 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1">Store Exchange: Resend Files</p>
|
||||
<p class="Help-Text"><a href="storeexchange_autorecovery.htm">Automatic Recovery</a> <span style="color: #c0c0c0;">|</span> <a href="multi_store_exchange.htm">Store Exchange Overview</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<p class="Help-Text">In cases of lost, corrupted, or missed mailbags, Point of Sale will automatically recover and resend necessary files in the next Store Exchange to synchronize your stores.</p>
|
||||
<p class="Help-Text">However, they may be circumstances, such as when a store has restored from a backup file that isn't current, that you may need to manually resend files between Headquarters and remote stores. Files can be re-sent in either direction.</p>
|
||||
<p class="Help-Text">The following information is included when using this option.</p>
|
||||
<p class="Help-Info-Line">From remote store to Headquarters:</p>
|
||||
<p class="Help-Text">Specify a date; all documents and records made or edited on or after that date are re-sent.</p>
|
||||
<ul class="hcp1">
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Transactional documents (receipts, vouchers, memos, transfer slips)</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Drawer count reports</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Employee time records</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Text">Resending documents to Headquarters will update inventory and add the documents to the appropriate history lists.</p>
|
||||
<p class="Help-Info-Line">From Headquarters to remote store:</p>
|
||||
<ul class="hcp1">
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Inventory (entire)</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Customer list (entire)</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Company preferences</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Price changes/discount records (Price Manager)</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Open purchase orders</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Info-Line">To resend files:</p>
|
||||
<ol class="hcp2">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">At the Server Workstation, select <span class="hcp3">Utilities > Resend Files</span> from the File menu.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Remote Store: Indicate a resend date; all documents and records made on or after the specified date will be included.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Select <span class="hcp3">Resend</span>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">The Store Exchange Send Files window is opened.</p>
|
||||
<ol start="4" class="hcp2">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Specify the store(s) and communication methods for this exchange and then select <span class="hcp3">Send</span>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"> </p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,175 @@
|
||||
|
||||
<!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">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<script type="text/javascript" language="JavaScript1.2">
|
||||
//<![CDATA[
|
||||
var chmfilefullname = "";
|
||||
var chmfilename = "";
|
||||
var chmfilepath = "";
|
||||
var chmfilepage = "";
|
||||
getchmfile();
|
||||
|
||||
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|
||||
|
||||
|
||||
|
||||
<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>
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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" style="font-size: 9pt;">
|
||||
<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" style="font-size: 9pt;">
|
||||
<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" style="font-size: 9pt;">
|
||||
<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" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Click <span class="hcp2">Set Up Store</span> for Store # 2.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<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" style="font-size: 9pt;">
|
||||
<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" style="font-size: 9pt;">
|
||||
<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" style="font-size: 9pt;">
|
||||
<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>
|
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|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Configure Store Exchange at Remote Stores</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" style="border: none;" width="11" height="11" border="0"></a> <span class="hcp1">|</span> <a href="multi_store_overview.htm">Multi-Store Overview</a> <span class="hcp1">|</span> <a href="multi_store_exchange.htm">Store Exchange Overview</a></p>
|
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|
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|
||||
<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>
|
||||
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|
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|
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|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<p class="Help-Text">These instructions are for initial installation/configuration of a new POS company data file at a remote store from the Store Exchange Center.  These same options are available in <a href="../qbpos_company_preferences/sysprefs14.htm">company preferences</a>.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Note"><font class="hcp2">Important Note:</font> If you have been previously using Point of Sale at multiple stores independently of each other, and now want to convert a store (or stores) to a remote in a multi-Store configuration, there are limitations in the data at the remote that can be retained in the new configuration. Contact Intuit Technical Support for help with this conversion.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Information Needed</p>
|
||||
<p class="Help-Text">Collect the following information from Headquarters before beginning: 1) the License Number from the Server Workstation at Headquarters, 2) the e-mail address, removable media information, or <a href="store_exchange_in_folder.htm">in-folder</a> path (mapped drive or UNC) to the Server Workstation at Headquarters, and 3) the Store Exchange password entered at Headquarters.</p>
|
||||
<p class="Help-Info-Line">To configure a remote store:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Install Point of Sale on the Server Workstation, following the instructions for a remote store in the <a href="../qbpos_help_and_support/QuickBooks%20POS%20User%20Guide%201.0%20Final.pdf">User Guide</a>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Create a new POS company data file with a unique name when prompted, specifying <span class="hcp3">R</span><font class="hcp2">emote Store</font> as the Store Type. You can also specify a store number, but if Headquarters assigns you a different number, your selection will be overwritten when you receive your first Store Exchange file from Headquarters.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Run the Setup Interview when it is launched to configure basic Point of Sale settings.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">When done with the Setup Interview, select <span class="hcp3">Store Exchange Center</span> from the Stores menu and configure to exchange with Headquarters by entering:</p>
|
||||
</li>
|
||||
</ol>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">The License Number for the Server Workstation at Headquarters (from the CD jacket or the <font class="hcp2">Help</font> <font style="font-family: 'Wingdings 3'; font-weight: bold;" face="Wingdings 3"></font> <font class="hcp2">About Point of Sale</font> screen at Headquarters)</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">A <a href="multi_store_exchange_methods.htm">communication method</a> and the e-mail address or location to send files, as applicable, for Headquarters</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Indent" style="margin-left: 48px;"><font class="hcp2">Desktop e-mail:</font> Enter the e-mail address for Headquarters.</p>
|
||||
<p class="Help-Indent" style="margin-left: 48px;"><font class="hcp2">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" style="margin-left: 48px;"><font class="hcp2">Removable Media:</font> Enter or browse to the drive or port to be used.</p>
|
||||
<p class="Help-Indent" style="margin-left: 48px;"><font class="hcp2">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 Headquarters. You must have drives mapped or a UNC path to this folder.</p>
|
||||
<p class="Help-Indent" style="margin-left: 48px;"><span class="hcp3">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>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">The same store exchange password entered at Headquarters (required). <a href="ms_config_passwords.htm">Learn more</a>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ol start="5">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Click <span class="hcp3">Close</span> to leave the Store Exchange Center.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Heading-2">Next Actions to Take at Remote Stores</p>
|
||||
<ol start="1">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Complete your Point of Sale setup, including installing Client Workstations, defining local employees and security, adding customers, etc.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps"><a href="store_exchange_procin.htm">Receive</a> and process in a Store Exchange mailbag from Headquarters. This file will <a href="multistore_initializeremotes.htm">initialize</a> your system with inventory items, departments, vendors, company preferences, and related settings.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">After initialization, you may want to review your Point of Sale <a href="../qbpos_company_preferences/sysprefsoverview.htm">company preferences</a> for the following store-specific settings:</p>
|
||||
</li>
|
||||
</ol>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">Default tax location</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">Default price for sales</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Text">You are now ready to begin using Point of Sale!</p>
|
||||
<p class="Help-Note"><span class="hcp3">Upgrader Note:</span> If you converted data from a previous version, you can create documents and carry on other POS activities while waiting for the initialization file from Headquarters, but you cannot send a Store Exchange file until you have received one from Headquarters.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text"><a href="store_exchange_configureremote.htm">Back to top</a>  </p>
|
||||
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|
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||||
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||||
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||||
|
||||
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||||
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||||
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||||
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|
||||
<title>Store Exchange Error Codes</title>
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||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Store Exchange Error Codes</p>
|
||||
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a2">How do I?<img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" style="border: none;" width="11" height="11" border="0"></a> <span style="color: #c0c0c0;">|</span> <a href="store_exchange_log.htm">Store Exchange Activity Log</a></p>
|
||||
<div class="droptext" id="POPUP281192925" style="display: none;">
|
||||
<table style="vertical-align: top;" cellspacing="0" bgcolor="#FFFFEC">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp1">
|
||||
<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="multi_store_config.htm">Configure Store Exchange</a></p>
|
||||
<p class="Help-Text"><a href="store_exchange_schedule.htm">Schedule Store Exchanges</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div>
|
||||
<div style="float: none;">
|
||||
<p style="font-family: Arial, sans-serif; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<p class="Help-Text">Use this table to help identify causes and solutions to Store Exchange problems.</p>
|
||||
|
||||
<table style="margin-left: 6.75pt;" cellspacing="0" width="372">
|
||||
<tr style="height:24px;" class="hcp1">
|
||||
<td style="width:18.87%;" bgcolor="#E6E6E6" class="hcp2">
|
||||
<p class="Help-Text"><font class="hcp3">Code</font></p>
|
||||
</td>
|
||||
<td style="width:81.13%;" bgcolor="#E6E6E6" class="hcp2">
|
||||
<p class="Help-Text"><font class="hcp3">Problem/Solution</font></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:165px;" class="hcp1">
|
||||
<td style="width:18.87%;" class="hcp4">
|
||||
<p class="Help-Text" style="text-align: center;">1</p>
|
||||
</td>
|
||||
<td style="width:81.13%;" class="hcp4">
|
||||
<p class="Help-Text"><font class="hcp5">Problem:</font> The License Number entered in Store Exchange preferences do not match between Headquarters and remote stores.</p>
|
||||
<p class="Help-Text"><font class="hcp5">Solution:</font> At Headquarters, the License Number for the Server Workstation at each remote store must be entered correctly in Store Exchange preferences. At remotes, the License Number for the Server Workstation at Headquarters must be correctly entered in Store Exchange preferences. Once corrected, run Store Exchange again.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:135px;" class="hcp1">
|
||||
<td style="width:18.87%;" class="hcp4">
|
||||
<p class="Help-Text" style="text-align: center;">2</p>
|
||||
</td>
|
||||
<td style="width:81.13%;" class="hcp4">
|
||||
<p class="Help-Text"><font class="hcp5">Problem:</font> The Store Exchange password in the exchange file does not match the password entered in your Store Exchange preferences.</p>
|
||||
<p class="Help-Text"><font class="hcp5">Solution:</font> Be sure the same Store Exchange password has been entered in Store Exchange preferences at all stores and then run Store Exchange again. Note that the password is case-sensitive.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:180px;" class="hcp1">
|
||||
<td style="width:18.87%;" class="hcp6">
|
||||
<p class="Help-Text" style="text-align: center;">3</p>
|
||||
</td>
|
||||
<td style="width:81.13%;" class="hcp6">
|
||||
<p class="Help-Text"><font class="hcp5">Problem:</font> Could not unzip the specified Store Exchange file.</p>
|
||||
<p class="Help-Text"><font class="hcp5">Solution:</font> No action necessary. The file is moved to an error folder and another attempt to unzip it will be made the next time you process in files. A request for the other store to resend the mailbag will also be made during the next Store Exchange. Recovery is automatic and the file will be deleted from the error folder upon the first of: 1) successful decompression of the original file, or 2) receipt and successful processing of a resent mailbag.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:24px;" class="hcp1">
|
||||
<td colspan="2" style="width:100.00%;" class="hcp4">
|
||||
<p class="Help-Text"><a href="store_exchange_error_codes.htm">Back to top</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:24px;" class="hcp1">
|
||||
<td style="width:18.87%;" bgcolor="#E6E6E6" class="hcp7">
|
||||
<p class="hcp8">Code</p>
|
||||
</td>
|
||||
<td style="width:81.13%;" bgcolor="#E6E6E6" class="hcp7">
|
||||
<p class="Help-Text" style="font-weight: bold;">Problem/Solution</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:165px;" class="hcp1">
|
||||
<td style="width:18.87%;" class="hcp4">
|
||||
<p class="Help-Text" style="text-align: center;">4</p>
|
||||
</td>
|
||||
<td style="width:81.13%;" class="hcp4">
|
||||
<p class="Help-Text"><font class="hcp5">Problem</font>: The file you are trying to process is not in the correct format for a remote store.</p>
|
||||
<p class="Help-Text"><font class="hcp5">Solution</font>: Browse to the correct file type and then try processing again. Remote Store Exchange files you receive are in the format <font class="hcp3">sxx</font><font class="hcp9">nnnnn</font><font class="hcp3">.qbt</font> where <font class="hcp9">sxx</font> <font class="hcp3">=</font> Store number, and <font class="hcp9">nnnnn</font> = the exchange file sequence number from this remote. Example: s0200001.qbt = Store 2, first exchange file sent. The next file sent from Store 2 would be s0200002.qbt. <font class="hcp9">.qbt</font> is the file extension for all Store Exchange files.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:180px;" class="hcp1">
|
||||
<td style="width:18.87%;" class="hcp4">
|
||||
<p class="Help-Text" style="text-align: center;">5</p>
|
||||
</td>
|
||||
<td style="width:81.13%;" class="hcp4">
|
||||
<p class="Help-Text"><font class="hcp5">Problem</font>: The file you are trying to process is not in the correct format for a Headquarters Store Exchange file.</p>
|
||||
<p class="Help-Text"><font class="hcp5">Solution</font>: Browse to the correct file type and then try processing again. Headquarters Store Exchange files are in the format <font class="hcp3">hq</font><font class="hcp9">nnnnn</font><font class="hcp3">.qbt</font> where <font class="hcp9">hq</font> <font class="hcp3">=</font> Headquarters, and <font class="hcp9">nnnnn</font> = the exchange file sequence number. Example: hq00001.qbt = Headquarters, first exchange file sent. The next file sent from Headquarters would be hq00002.qbt. .<font class="hcp9">qbt</font> is the file extension for all Store Exchange files.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:135px;" class="hcp1">
|
||||
<td style="width:18.87%;" class="hcp6">
|
||||
<p class="Help-Text" style="text-align: center;">6</p>
|
||||
</td>
|
||||
<td style="width:81.13%;" class="hcp6">
|
||||
<p class="Help-Text"><font class="hcp5">Problem:</font> While clearing history during the change store number process, the specified file could not be deleted.</p>
|
||||
<p class="Help-Text"><font class="hcp5">Solution:</font> The file could not be deleted because another user is accessing it. Close Point of Sale on all workstations, reboot the Server Workstation (or server, if data files are on a server), and then try again.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:24px;" class="hcp1">
|
||||
<td colspan="2" style="width:100.00%;" class="hcp4">
|
||||
<p class="Help-Text"><a href="store_exchange_error_codes.htm">Back to top</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:24px;" class="hcp1">
|
||||
<td style="width:18.87%;" bgcolor="#E6E6E6" class="hcp7">
|
||||
<p class="Help-Text" style="text-align: center; font-weight: bold;">Code</p>
|
||||
</td>
|
||||
<td style="width:81.13%;" bgcolor="#E6E6E6" class="hcp7">
|
||||
<p class="Help-Text" style="font-weight: bold;">Problem/Solution</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:135px;" class="hcp1">
|
||||
<td style="width:18.87%;" class="hcp4">
|
||||
<p class="Help-Text" style="text-align: center;">7</p>
|
||||
</td>
|
||||
<td style="width:81.13%;" class="hcp4">
|
||||
<p class="Help-Text"><font class="hcp5">Problem:</font> The change store number process was canceled because a backup could not be created.</p>
|
||||
<p class="Help-Text"><font class="hcp5">Solution:</font> Typically, this error is caused by an invalid backup path, the specified drive not being available, or insufficient space on the specified drive. Be sure your specified backup path/drive is valid and sufficient space is available, and then try again. Restart the computer if necessary.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:90px;" class="hcp1">
|
||||
<td style="width:18.87%;" class="hcp4">
|
||||
<p class="Help-Text" style="text-align: center;">8</p>
|
||||
</td>
|
||||
<td style="width:81.13%;" class="hcp4">
|
||||
<p class="Help-Text"><font class="hcp5">Problem:</font> The synchronization file normally included in exchange files is missing. The file cannot be processed.</p>
|
||||
<p class="Help-Text"><font class="hcp5">Solution:</font> Run Store Exchange Out again at the originating store, and resend the exchange file.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:75px;" class="hcp1">
|
||||
<td style="width:18.87%;" class="hcp6">
|
||||
<p class="Help-Text" style="text-align: center;">9</p>
|
||||
</td>
|
||||
<td style="width:81.13%;" class="hcp6">
|
||||
<p class="Help-Text"><font class="hcp5">Problem:</font> Point of Sale was unable to delete the specified exchange file after processing.</p>
|
||||
<p class="Help-Text"><font class="hcp5">Solution:</font> The file was processed successfully. You can safely delete the file manually.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:26px;" class="hcp1">
|
||||
<td colspan="2" style="width:100.00%;" class="hcp4">
|
||||
<p class="Help-Text"><a href="store_exchange_error_codes.htm">Back to top</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:24px;" class="hcp1">
|
||||
<td style="width:18.87%;" bgcolor="#E6E6E6" class="hcp7">
|
||||
<p class="Help-Text" style="text-align: center; font-weight: bold;">Code</p>
|
||||
</td>
|
||||
<td style="width:81.13%;" bgcolor="#E6E6E6" class="hcp7">
|
||||
<p class="Help-Text" style="font-weight: bold;">Problem/Solution</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:105px;" class="hcp1">
|
||||
<td style="width:18.87%;" class="hcp4">
|
||||
<p class="Help-Text" style="text-align: center;">10</p>
|
||||
</td>
|
||||
<td style="width:81.13%;" class="hcp4">
|
||||
<p class="Help-Text"><font class="hcp5">Problem:</font> Point of Sale was unable to update or replace the specified file during processing.</p>
|
||||
<p class="Help-Text"><font class="hcp5">Solution:</font> The file is open or being accessed by another user. Shut down and restart the computer that stores the data files (Server Workstation or server), then try processing in again.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:135px;" class="hcp1">
|
||||
<td style="width:18.87%;" class="hcp4">
|
||||
<p class="Help-Text" style="text-align: center;">11</p>
|
||||
</td>
|
||||
<td style="width:81.13%;" class="hcp4">
|
||||
<p class="Help-Text"><font class="hcp5">Problem:</font> A problem occurred while sending the store exchange file or the user canceled the process. Unable to restore the previous synchronization file.</p>
|
||||
<p class="Help-Text"><font class="hcp5">Solution:</font> The Store Exchange automatic recovery process will fix the synchronization file and resend affected documents with the next complete Store Exchange with Headquarters.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:135px;" class="hcp1">
|
||||
<td style="width:18.87%;" class="hcp6">
|
||||
<p class="Help-Text" style="text-align: center;">12</p>
|
||||
</td>
|
||||
<td style="width:81.13%;" class="hcp6">
|
||||
<p class="Help-Text"><font class="hcp5">Problem:</font> A problem occurred while sending the store exchange file or the user canceled the process. Unable to delete the specified outgoing file.</p>
|
||||
<p class="Help-Text"><font class="hcp5">Solution:</font> Shut down and restart the computer that stores the data files (the Server Workstation or server), and then try again. The specified file can be safely deleted manually.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:24px;" class="hcp1">
|
||||
<td colspan="2" style="width:100.00%;" class="hcp4">
|
||||
<p class="Help-Text"><a href="store_exchange_error_codes.htm">Back to top</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:27px;" class="hcp1">
|
||||
<td style="width:18.87%;" bgcolor="#E6E6E6" class="hcp7">
|
||||
<p class="hcp8">Code</p>
|
||||
</td>
|
||||
<td style="width:81.13%;" bgcolor="#E6E6E6" class="hcp7">
|
||||
<p class="Help-Text" style="font-weight: bold;">Problem/Solution</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:105px;" class="hcp1">
|
||||
<td style="width:18.87%;" class="hcp4">
|
||||
<p class="Help-Text" style="text-align: center;">13</p>
|
||||
</td>
|
||||
<td style="width:81.13%;" class="hcp4">
|
||||
<p class="Help-Text"><font class="hcp5">Problem:</font> Processing in of the specified exchange file failed. Unable to move the file to the process error folder.</p>
|
||||
<p class="Help-Text"><font class="hcp5">Solution:</font> Several possible causes. Shut down and restart the computer that stores data files and then try again.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:90px;" class="hcp1">
|
||||
<td style="width:18.87%;" class="hcp4">
|
||||
<p class="Help-Text" style="text-align: center;">14</p>
|
||||
</td>
|
||||
<td style="width:81.13%;" class="hcp4">
|
||||
<p class="Help-Text"><font class="hcp5">Problem:</font> A problem occurred while processing in customers. The process failed.</p>
|
||||
<p class="Help-Text"><font class="hcp5">Solution:</font> Have all other workstations exit Point of Sale, then exit and restart at the Server Workstation. The program will reconstruct the customer file.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:120px;" class="hcp1">
|
||||
<td style="width:18.87%;" class="hcp6">
|
||||
<p class="Help-Text" style="text-align: center;">15</p>
|
||||
</td>
|
||||
<td style="width:81.13%;" class="hcp6">
|
||||
<p class="Help-Text"><font class="hcp5">Problem:</font> A problem occurred while processing in purchase orders. The process failed.</p>
|
||||
<p class="Help-Text"><font class="hcp5">Solution:</font> Have all other workstations exit Point of Sale, then exit and restart at the Server Workstation. The program will reconstruct the purchase order file and it will be updated with the next exchange file from Headquarters.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:24px;" class="hcp1">
|
||||
<td colspan="2" style="width:100.00%;" class="hcp4">
|
||||
<p class="Help-Text"><a href="store_exchange_error_codes.htm">Back to top</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:24px;" class="hcp1">
|
||||
<td style="width:18.87%;" bgcolor="#E6E6E6" class="hcp7">
|
||||
<p class="Help-Text" style="text-align: center; font-weight: bold;">Code</p>
|
||||
</td>
|
||||
<td style="width:81.13%;" bgcolor="#E6E6E6" class="hcp7">
|
||||
<p class="Help-Text" style="font-weight: bold;">Problem/Solution</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:363px;" class="hcp1">
|
||||
<td style="width:18.87%;" class="hcp4">
|
||||
<p class="Help-Text" style="text-align: center;">16</p>
|
||||
</td>
|
||||
<td style="width:81.13%;" class="hcp4">
|
||||
<p class="Help-Text"><font class="hcp5">Problem:</font> The Store Exchange file from the remote is named incorrectly. Characters 2-3 in the filename must be 02-10 to match the remote store number.</p>
|
||||
<p class="Help-Text"><font class="hcp5">Example: A file from remote Store # 2 must have 02 as the second and third characters in the file name, e.g. s0200001.qbt.</font></p>
|
||||
<p class="Help-Text"><font class="hcp5">Solution:</font> This error can only result by the file name being changed to not include the correct store number. Try the following remedies:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">Make sure the file is in your <a href="store_exchange_in_folder.htm" id="a1">"in folder"</a> at Headquarters and then run Store Exchange <font face="Wingdings 3" class="hcp10"></font> Receive Files again.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">Delete the file at Headquarters, then send a Store Exchange file from Headquarters to the remote (to overwrite any corrupted files). Finally, run Store Exchange <font face="Wingdings 3" class="hcp10"></font> Send Files again at the remote to resend the information to Headquarters.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Text">If these suggestions do not correct the problem, consult the <a href="../qbpos_help_and_support/helpandsupport03.htm">Help & Support Resources</a> for assistance.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:120px;" class="hcp1">
|
||||
<td style="width:18.87%;" class="hcp6">
|
||||
<p class="Help-Text" style="text-align: center;">17</p>
|
||||
</td>
|
||||
<td style="width:81.13%;" class="hcp6">
|
||||
<p class="Help-Text"><font class="hcp5">Problem:</font> The specified workstation has program files open and this prevents the processing in of exchange files.</p>
|
||||
<p class="Help-Text"><font class="hcp5">Solution:</font> All workstations, except the Server Workstation, must exit Point of Sale (at least to the home page), during the Store Exchange "process in" operation.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:24px;" class="hcp1">
|
||||
<td colspan="2" style="width:100.00%;" class="hcp6">
|
||||
<p class="Help-Text"><a href="store_exchange_error_codes.htm">Back to top</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
|
||||
|
||||
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
|
||||
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
|
||||
TextPopupInit('a2','POPUP281192925');
|
||||
//]]></script>
|
||||
</body>
|
||||
</html>
|
||||
250
QB_Help_Web/POS_Help/qbpos_multi_store/store_exchange_hq.htm
Normal file
250
QB_Help_Web/POS_Help/qbpos_multi_store/store_exchange_hq.htm
Normal file
@@ -0,0 +1,250 @@
|
||||
|
||||
<!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>Store Exchange: Send Files from Headquarters</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
img.hcp1 { border:none; }
|
||||
table.hcp2 { vertical-align:top; }
|
||||
tr.hcp3 { vertical-align:top; }
|
||||
td.hcp4 { padding-right:10px;
|
||||
padding-left:10px; }
|
||||
font.hcp5 { font-weight:bold; }
|
||||
span.hcp6 { font-weight:bold; }
|
||||
font.hcp7 { font-style:italic; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Store Exchange: Sending Files from Headquarters</p>
|
||||
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a6">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="store_exchange_schedule.htm">Schedule Store Exchanges</a></p>
|
||||
<div class="droptext" id="POPUP297114638" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<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="multi_store_config.htm">Configure Store Exchange</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; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<p class="Help-Text" style="font-weight: normal;">These instructions assume you have already <a href="multi_store_config.htm">configured Store Exchange</a> with your other stores and specified a communication method.</p>
|
||||
<p class="Help-Info-Line">Which Store Exchange method do you want instructions for?</p>
|
||||
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">Send via desktop e-mail client <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></p>
|
||||
<div class="droptext" id="POPUP305000109" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">If you want the e-mail sent immediately, connect to the Internet before proceeding.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">From the Store Exchange Center or the Stores menu, select <font class="hcp5">Send Files</font> or include Store Exchange in your End of Day procedure.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">In the Store Exchange dialog, select the remote stores to receive the mailbag and make any necessary changes in e-mail addresses, and then select <span class="hcp6">S</span><font class="hcp5">end</font>. <font class="hcp7">(Changes made here affect only this occurrence of Store Exchange.)</font></p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Your e-mail client is automatically launched and a single e-mail is created, with the mailbag file attached and addressed to all stores specified. A default message instructs the remote stores how to process the attachment.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<ul style="list-style: disc;">
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List">If you are online when you select <span class="hcp6">S</span><font class="hcp5">end</font>, the e-mail is automatically sent.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List">If you are not online when you select <span class="hcp6">S</span><font class="hcp5">end</font>, 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 <font class="hcp5">Send</font> of the e-mail in your outbox.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Text"><a href="multi_store_emailclient.htm#storeexchange_deskemail_notes">Notes on using desktop e-mail</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="Help-Text"> </p>
|
||||
</div>
|
||||
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a2">Send via Web-based e-mail <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></p>
|
||||
<div class="droptext" id="POPUP298663496" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">From the Store Exchange Center or Stores menu, select <font class="hcp5">Send Files</font> or include Store Exchange in your End of Day procedure.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">In the Store Exchange dialog, select the remote stores to receive the mailbag and make any necessary changes in destination folders, and then select <span class="hcp6">S</span><font class="hcp5">end</font>. <font class="hcp7">(Changes made here affect only this occurrence of Store Exchange.)</font></p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">The mailbag is created and placed in the destination folder specified. A Windows Explorer window is opened, showing you this location.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Access your e-mail service on the Internet and follow their instructions to create the e-mail, enter the remote e-mail addresses, add a message/instructions to the remote store, browse to and attach the mailbag file, and then send the e-mail.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"><a href="multi_store_exchange_webemail.htm#storeexchange_webemail_notes">Notes on using Web-based e-mail</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div>
|
||||
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a3">Send via Intuit Service <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></p>
|
||||
<div class="droptext" id="POPUP301203570" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Establish your Internet connection if necessary.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">From the Store Exchange Center or the Stores menu, select <font class="hcp5">Send Files</font> or include Store Exchange in your End of Day procedure.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">In the Store Exchange dialog, select the remote stores to receive the mailbag and then select <span class="hcp6">S</span><font class="hcp5">end</font>. <font class="hcp7">(Changes made here affect only this occurrence of Store Exchange.)</font></p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"><font><span style="font-style: normal;">Point of Sale creates the mailbag file, connects to the Intuit Service, and leaves the file for remote stores to retrieve.</span></font></p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div>
|
||||
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a4">Send via network file transfer <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></p>
|
||||
<div class="droptext" id="POPUP310047104" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">From the Store Exchange Center or the Stores menu, select <font class="hcp5">Send Files</font> or include Store Exchange in your End of Day procedure.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">In the Store Exchange dialog, select the remote stores to receive the mailbag and make any necessary changes in destination folders, and then select <span class="hcp6">S</span><font class="hcp5">end</font>. <font class="hcp7">(Changes made here affect only this occurrence of Store Exchange.)</font></p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">The mailbag file is created and then copied to the destination folder specified for the other store(s) (e.g., their <a href="store_exchange_in_folder.htm">in folder</a>).</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"><a href="multi_store_exchange_filexfer.htm#storeexchange_filexfer_notes">Notes on using network file transfer</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div>
|
||||
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a5">Send via removable media <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></p>
|
||||
<div class="droptext" id="POPUP307596974" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">From the Store Exchange Center or Stores menu, select <font class="hcp5">Send Files</font> or include Store Exchange in your End of Day procedure.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">In the Store Exchange dialog, select the remote stores to receive the mailbag and make any necessary changes in media drives/ports, and then select <font class="hcp5">S</font><font class="hcp5">end</font>. (Changes made here affect only this occurrence of Store Exchange.)</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">You will be prompted to enter the media (floppy disk, USB device, etc) in the appropriate drive or port. Enter the media and select <font class="hcp5">OK</font>. The mailbag file will be copied to the media.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">If sending to multiple remote stores, repeat to copy the mailbag to separate media for each store.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Transport the media to the other store(s)</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"><a href="multi_store_exchange_media.htm#storeexchange_media_notes">Notes on using removable media</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div>
|
||||
<p class="help-text"> </p>
|
||||
<p class="Help-Text"><font class="hcp5">Store Exchange guidelines at Headquarters:</font></p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">It is suggested you read and follow the <a href="store_exchange_sequence_hq.htm">recommended Store Exchange sequence</a>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Only the Server Workstation can run Store Exchange</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Before you send files, it is a good practice to check for and <a href="store_exchange_procin.htm">process in</a> any mailbags that you may have received and not yet processed from remote stores</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">There are three ways by which sending a mailbag can be initiated:</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List">From the Stores menu or the Store Exchange Center, select <font class="hcp5"> Send Files</font> to prepare and send a mailbag to remote stores.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List">Include the Store Exchange option in your End of Day procedure.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List"><a href="store_exchange_schedule.htm">Schedule</a> your Store Exchanges to happen automatically (available only for Intuit Service and Network File Transfer methods)</p>
|
||||
</li>
|
||||
<li class="p-Help-Text" style="list-style: disc; margin-left: -20px;">
|
||||
<p class="Help-Text">You can revise the Store Exchange settings for particular remote stores and select which are to receive the current exchange mailbag in the Store Exchange dialog displayed. Each of your remote stores is listed in this dialog. Select the <span class="hcp6">E</span><font class="hcp5">dit</font> button to the right of a store line to make changes in how the file is sent to a particular store. Any changes you make here apply only to the current exchange.</p>
|
||||
</li>
|
||||
<li class="p-Help-Text" style="margin-left: -20px;">
|
||||
<p class="Help-Text">Select <span class="hcp6">V</span><font class="hcp5">iew Log</font> after an exchange is completed to review or troubleshoot any problems that occur.</p>
|
||||
</li>
|
||||
<li class="p-Help-Text" style="margin-left: -20px;">
|
||||
<p class="Help-Text">All exchange mailbag files created at Headquarters are in the format <font class="hcp5">hq</font><font class="hcp7">xxxxx</font><font class="hcp5">.qbt</font>, where:</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Indent"><font class="hcp5">hq</font> = Headquarters</p>
|
||||
<p class="Help-Indent"><font class="hcp7">xxxxx</font> = sequential number of mailbag, incrementing 00001, 00002, 00003, etc. with each sent mailbag</p>
|
||||
<p class="Help-Indent"><font class="hcp5">.QBT</font> = the file extension used for all Store Exchange mailbags</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="stex_preparepics.htm">Send item pictures to remote stores</a></p>
|
||||
<p class="Help-Text"><a href="store_exchange_procin.htm">Receive a Store Exchange mailbag</a></p>
|
||||
<p class="Help-Text"><a href="store_exchange_info.htm">What information is exchanged?</a></p>
|
||||
|
||||
|
||||
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
|
||||
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
|
||||
TextPopupInit('a6','POPUP297114638');
|
||||
TextPopupInit('a1','POPUP305000109');
|
||||
TextPopupInit('a2','POPUP298663496');
|
||||
TextPopupInit('a3','POPUP301203570');
|
||||
TextPopupInit('a4','POPUP310047104');
|
||||
TextPopupInit('a5','POPUP307596974');
|
||||
//]]></script>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,50 @@
|
||||
|
||||
<!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>Set Your Store Exchange "In Folder" Location</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
<!--
|
||||
body { background-color:Transparent; }
|
||||
-->
|
||||
</style>
|
||||
|
||||
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Setting Your "In Folder" Location</p>
|
||||
<p class="Help-Text"><a href="store_exchange_procin.htm">Receive Files</a> <span style="color: #c0c0c0;">|</span> <a href="multi_store_config.htm">Configure Store Exchange</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<p class="Help-Text">The "in folder" at each store is where Point of Sale looks for Store Exchange files ("mailbags") from other stores. Point of Sale also checks this folder for files upon startup and alerts you if new exchange mailbags have been received.</p>
|
||||
<p class="Help-Text">If using the network file transfer communication method, other stores should point to this folder in their Store Exchange settings. If using the Intuit Service, mailbags are automatically downloaded to this folder for processing. Mailbags received via e-mail or removable media can be downloaded to this folder as well.</p>
|
||||
<p class="Help-Text">When you run the <span class="hcp1">Receive Files</span> process, all files in the folder are processed. The default "in folder" for each store is:</p>
|
||||
<p class="Help-Indent"><span class="hcp1">Windows XP:</span>  C:\Documents and Settings\All Users\Application Data\Intuit\Point of Sale 10.0\StEx\In.</p>
|
||||
<p class="Help-Indent"><span class="hcp1">Windows Vista:</span> C:\Program Data\Intuit\Point of Sale 10.0\StEx\In (by default this is a hidden folder)</p>
|
||||
<p class="Help-Text">An alternate "in folder" can be specified on the <span class="hcp1">Multi-Store</span> <span class="hcp1">> Store Exchange > Options</span> page in company preferences. If changing your "in folder" location, be sure other stores using network file transfer change their settings to reflect the new location.</p>
|
||||
<p class="Help-Note"><span class="hcp1">Note</span>: If using network file transfer, remote stores should not share an "in folder" on the network. When a remote store finishes processing in a mailbag from Headquarters, it deletes the mailbag file. If remote stores were to share an "in folder", the first store processing the mailbag would delete it, thus preventing other stores from accessing the Headquarters file.</p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,82 @@
|
||||
|
||||
<!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>What Information is Exchanged?</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { color:#c0c0c0; }
|
||||
font.hcp2 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">What Information is Exchanged between Stores?</p>
|
||||
<p class="Help-Text"><a href="multi_store_exchange.htm">Store Exchange Overview</a> <span class="hcp1">|</span> <a href="multi_store_exchange_methods.htm">Methods of Store Exchange</a> <span class="hcp1">|</span> <a href="store_exchange_log.htm">Exchange Log</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<p class="Help-Heading-2">Sent from Headquarters to Remote Stores</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Inventory; including item, department, and vendor lists, and all item quantities, costs, and prices</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Price Manager price change and discount records</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Active purchase orders; designated by store</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Customers</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Shared company preferences; includes store codes and headings, price levels, sales tax instructions, customer order deposit requirements, etc.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">(Optional) If using item pictures, you can send these to remote stores in a separate Store Exchange file</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Text"><font style="font-style: italic;">Not sent to remote stores:</font> transactional documents made at Headquarters, employees and security settings, store-specific and workstation preferences.</p>
|
||||
<p class="Help-Text">Store Exchange files (mailbags) sent from Headquarters to remotes are in the format <font class="hcp2">hq00001.qbt</font> where 00001 is the sequential mailbag number sent from Headquarters.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2"><font class="hcp2">Sent from Remote Stores to Headquarters</font></p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Transactional documents; receipts, vouchers, adjustment memos, and transfer slips</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Customer orders (for quantities only; documents cannot be viewed, edited or filled at Headquarters)</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Customer records that have been added, edited, or deleted since last exchange</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Time Clock records</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Z-Out Drawer Count Reports</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Text">Not sent to Headquarters: inventory and related files, employee records (except time clock records), security settings, store-specific and workstation preferences.</p>
|
||||
<p class="Help-Text">Store exchange files (mailbags) sent from remotes to Headquarters are in the format <font class="hcp2">s</font>nn<font class="hcp2">00001.qbt</font> where <font class="hcp2">s</font>nn = Store number, e.g. <font class="hcp2">s02</font> = Store 2, and 00001 is the sequential mailbag number sent from this remote.</p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,80 @@
|
||||
|
||||
<!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>Store Exchange Activity Log</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { color:#c0c0c0; }
|
||||
span.hcp2 { font-weight:bold; }
|
||||
font.hcp3 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Store Exchange Activity Log</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" style="border: none;" width="11" height="11" border="0"></a> <span class="hcp1">|</span> <a href="multi_store_overview.htm">Multi-Store Overview</a> <span class="hcp1">|</span> <a href="multi_store_exchange.htm">Store Exchange Overview</a></p>
|
||||
<div class="droptext" id="POPUP249030127" 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="multi_store_config.htm">Configure Store Exchange</a></p>
|
||||
<p class="Help-Text"><a href="store_exchange_schedule.htm">Schedule Store Exchanges</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<p class="Help-Text">All activities that occur during Store Exchange are recorded in the Store Exchange log file. A separate log is maintained at each store. If an error is encountered, the first step should be to check the log entries for messages, error codes, and the mailbag file name that might help identify the problem.</p>
|
||||
<p class="Help-Info-Line">To access the Store Exchange log:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <span class="hcp2">V</span><font class="hcp3">iew Log</font> from the Store Exchange dialog or select <font class="hcp3">View Activity Log</font> from the Stores menu.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select a date/time from the <font class="hcp3">Available Logs:</font> drop-down list.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">(Optional) Select the <span class="hcp2">S</span><font class="hcp3">how Errors Only</font> check box to remove routine entries and make identification of errors easier.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Use the <a href="store_exchange_error_codes.htm">error code table</a> to review errors and possible solutions.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text">To assist in troubleshooting, the log contents can be printed by selecting the <font class="hcp3">Print</font> button.</p>
|
||||
<p class="Help-Text">With each new exchange, entries older than 30 days are purged from the log.</p>
|
||||
<p class="Help-Text">See also <a href="storeexchange_autorecovery.htm">automatic recovery from lost or damaged data</a>.</p>
|
||||
|
||||
|
||||
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
|
||||
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
|
||||
TextPopupInit('a1','POPUP249030127');
|
||||
//]]></script>
|
||||
</body>
|
||||
</html>
|
||||
100
QB_Help_Web/POS_Help/qbpos_multi_store/store_exchange_procin.htm
Normal file
100
QB_Help_Web/POS_Help/qbpos_multi_store/store_exchange_procin.htm
Normal file
@@ -0,0 +1,100 @@
|
||||
|
||||
<!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>Store Exchange: Receive and Process Files</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
ul.hcp1 { list-style:disc; }
|
||||
font.hcp2 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Store Exchange: Receiving and Processing Files</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" style="border: none;" width="11" height="11" border="0"></a> <span style="color: #c0c0c0;">|</span> <a href="multi_store_exchange.htm">Store Exchange Overview</a></p>
|
||||
<div class="droptext" id="POPUP253812266" 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="multi_store_config.htm">Configure Store Exchange</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; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<p class="Help-Info-Line">By which method are you receiving files?</p>
|
||||
<p class="Help-Text"><a href="store_exchange_receivedesktopemail.htm">Receive via desktop e-mail</a></p>
|
||||
<p class="Help-Text"><a href="store_exchange_receivewebemail.htm">Receive via Web-based e-mail</a></p>
|
||||
<p class="Help-Text"><a href="store_exchange_receiveremovablemedia.htm">Receive via removable media</a></p>
|
||||
<p class="Help-Text"><a href="store_exchange_receivefiletransfer.htm">Receive via network file transfer</a></p>
|
||||
<p class="Help-Text"><a href="stex_rcv_intuitservice.htm">Receive via Intuit Service</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Notes:</p>
|
||||
<ul class="hcp1">
|
||||
<li class="p-Help-Text" style="margin-left: -20px;">
|
||||
<p class="Help-Text">All open windows must be closed before receiving Store Exchange files. If open windows are detected, you will be notified and given a chance to save any pending transactions before continuing.</p>
|
||||
</li>
|
||||
<li class="p-Help-Text" style="margin-left: -20px;">
|
||||
<p class="Help-Text">Only the Server Workstation can run Store Exchange. At a remote store, close all <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_openwindows">open windows</a> before processing a file received from Headquarters.</p>
|
||||
</li>
|
||||
<li class="p-Help-Text" style="margin-left: -20px;">
|
||||
<p class="Help-Text">There are three general ways in which a mailbag can be received and processed in:</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ul class="hcp1">
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List">Open or double-click a received file or an e-mail attachment with the <font class="hcp2">.qbt</font> extension</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List">From the Stores menu or the Store Exchange Center, select <font class="hcp2">Receive Files</font>; this option checks for and processes any exchange files found in your default Store Exchange <a href="store_exchange_in_folder.htm">in folder</a> (or from a folder to which you have browsed)</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List"><a href="store_exchange_schedule.htm">Schedule</a> your Store Exchanges to happen automatically (available only for Intuit Service and Network File Transfer methods)</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ul class="hcp1">
|
||||
<li class="p-Help-Text" style="margin-left: -20px;">
|
||||
<p class="Help-Text">The process of receiving and processing in mailbags will depend on the Store Exchange method used. If Store Exchange mailbags are waiting in your "in folder' when Point of Sale is started, you are prompted to process them.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Text">Read Store Exchange sequencing recommendations for: <a href="store_exchange_sequence_hq.htm">Headquarters</a>  or  <a href="store_exchangsequence_remote.htm">Remote Stores</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_log.htm">Store Exchange log</a></p>
|
||||
<p class="Help-Text"><a href="store_exchange_hq.htm">Store Exchange send - Headquarters</a></p>
|
||||
<p class="Help-Text"><a href="store_exchange_remote.htm">Store Exchange send Remote stores</a></p>
|
||||
|
||||
|
||||
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
|
||||
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
|
||||
TextPopupInit('a1','POPUP253812266');
|
||||
//]]></script>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,36 @@
|
||||
|
||||
<!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>Automatic Quantity Adjustment at Remote Stores</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Automatic Quantity Adjustment at Remote Stores</p>
|
||||
<p class="Help-Text"><a href="multi_store_overview.htm">Multi-Store Overview</a> <span style="color: #c0c0c0;">|</span> <a href="multi_store_exchange.htm">Store Exchange Overview</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<p class="Help-Text">If a remote store has created new transactional documents (receipts, vouchers, adjustment memos, transfer slips) since last sending an exchange mailbag to Headquarters, it adjusts the inventory quantities received back from Headquarters to reflect those new documents. In this way, a remote always has the most current item quantities for its own store.</p>
|
||||
<p class="Help-Text">Adjustment memos are not created for this type of adjustment.</p>
|
||||
<p class="Help-Text">For example, if Headquarters sends back a quantity of nine (9) for Item #25, and, in the interim, the remote store has sold two more of that item, the on-hand quantity at the remote will be adjusted as it processes in the mailbag from Headquarters to reflect the actual on-hand quantity of seven (7).</p>
|
||||
<p class="Help-Text">Other stores will still show the quantity received from Headquarters.</p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,79 @@
|
||||
|
||||
<!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>Store Exchange: Receive via Desktop E-mail</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Store Exchange: Receive via Desktop E-mail</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" style="border: none;" width="11" height="11" border="0"></a> <span style="color: #c0c0c0;">|</span> <a href="multi_store_exchange.htm">Store Exchange Overview</a></p>
|
||||
<div class="droptext" id="POPUP294752277" 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="multi_store_config.htm">Configure Store Exchange</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; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">On the Server Workstation, close all open Point of Sale windows.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Launch your desktop e-mail client application.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Locate and display the Store Exchange e-mail from the other store, and then double-click the <font class="hcp1">.</font><font class="hcp1">qbt</font> file attachment to process it immediately.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">When processing is done, a confirmation message is displayed. If errors have occurred, select <a href="store_exchange_log.htm">View Log</a> for details.</p>
|
||||
<ol start="3">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps"><font style="font-style: italic;">Headquarters only:</font> Repeat for the e-mails received from each of your other remote stores. Alternatively, you can save the e-mail attachments from all remotes to your Store Exchange "in folder" (not the e-mail client's in-box), where you can access and process them all at one time by selecting <font class="hcp1">Receive Files</font> from the Stores menu and then <span style="font-weight: bold;">P</span><font class="hcp1">rocess In</font> on the Store Exchange dialog.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"><a href="multi_store_emailclient.htm#storeexchange_deskemail_notes">Notes on using desktop e-mail</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="store_exchange_procin.htm">Receive files: Overview</a></p>
|
||||
|
||||
|
||||
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
|
||||
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
|
||||
TextPopupInit('a1','POPUP294752277');
|
||||
//]]></script>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,78 @@
|
||||
|
||||
<!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>Store Exchange: Receive via Network File Transfer</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
img.hcp1 { border:none; }
|
||||
font.hcp2 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Store Exchange: Receive via Network File Transfer</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="POPUP301395010" 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="multi_store_config.htm">Configure Store Exchange</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 style="float: none;">
|
||||
<p style="font-family: Arial, sans-serif; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">On the Server Workstation, close all open Point of Sale windows.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">From the Stores menu or Store Exchange Center, select <font class="hcp2">Receive Files</font>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <span style="font-weight: bold;">P</span><font class="hcp2">rocess In</font> on the Store Exchange dialog to process the file(s) in your "in folder".</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text">When processing is done, a confirmation message is displayed. If errors have occurred, select <a href="store_exchange_log.htm">View Log</a> for details.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text"><a href="multi_store_exchange_filexfer.htm#storeexchange_filexfer_notes">Notes on using network file transfer</a></p>
|
||||
<p class="Help-Text"><a href="javascript:void(0);" id="a2" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('store_exchange_in_folder.htm');return false;">Set your "In Folder"<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>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="store_exchange_procin.htm">Receive files: Overview</a></p>
|
||||
<p class="help-text"> </p>
|
||||
|
||||
|
||||
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
|
||||
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
|
||||
TextPopupInit('a1','POPUP301395010');
|
||||
//]]></script>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,85 @@
|
||||
|
||||
<!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>Store Exchange: Receive via Removable Media</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
span.hcp2 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Store Exchange: Receive via Removable Media</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" style="border: none;" width="11" height="11" border="0"></a> <span style="color: #c0c0c0;">|</span> <a href="multi_store_exchange.htm">Store Exchange Overview</a></p>
|
||||
<div class="droptext" id="POPUP297378335" 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="multi_store_config.htm">Configure Store Exchange</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; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">On the Server Workstation, close all open Point of Sale windows.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Insert the received disk or other type of media in the appropriate drive or USB port.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">From the Stores menu or Store Exchange Center, select <font class="hcp1">Receive Files</font>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">If you have identified the drive/port as your default "in folder" location, you can immediately select <span class="hcp2">P</span><font class="hcp1">rocess In</font> to process the mailbag on the media. Otherwise, choose <font class="hcp1">Browse,</font> navigate to the mailbag file at the drive/port being used<font class="hcp1">,</font> and then select <span class="hcp2">P</span><font class="hcp1">rocess In.</font></p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps"><font style="font-style: italic;">Headquarters only:</font> Repeat with the media received from other remote stores.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text">When processing is done, a confirmation message is displayed. If errors have occurred, select <a href="store_exchange_log.htm">View Log</a> for details.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text"><a href="multi_store_exchange_media.htm#storeexchange_media_notes">Notes on using removable media</a></p>
|
||||
<p class="Help-Text"><a href="store_exchange_in_folder.htm">Set your default "In Folder"</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="store_exchange_procin.htm">Store Exchange receive Overview</a></p>
|
||||
|
||||
|
||||
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
|
||||
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
|
||||
TextPopupInit('a1','POPUP297378335');
|
||||
//]]></script>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,87 @@
|
||||
|
||||
<!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>Store Exchange: Receive via Web-based E-mail</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Store Exchange: Receive via Web-based E-mail</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" style="border: none;" width="11" height="11" border="0"></a> <span style="color: #c0c0c0;">|</span> <a href="multi_store_exchange.htm">Store Exchange Overview</a></p>
|
||||
<div class="droptext" id="POPUP298325584" 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="multi_store_config.htm">Configure Store Exchange</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; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">On the Server Workstation, close all open Point of Sale windows.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Access your e-mail application on the Internet and display the Store Exchange e-mail from the other store.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Follow the e-mail application's instructions to download and save the attached <font class="hcp1">.</font><font class="hcp1">qbt</font> file to your Store Exchange "in folder".</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent"><font style="font-style: italic;">Headquarters only:</font> Repeat for the e-mails received from all of your remote stores.</p>
|
||||
<ol start="3">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Close the e-mail application.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">From the Stores menu or Store Exchange Center, select <font class="hcp1">Receive Files</font>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <span style="font-weight: bold;">Process In</span> on the Store Exchange dialog to process the file(s) in your "in folder".</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text">When processing is done, a confirmation message is displayed. If errors have occurred, select <a href="store_exchange_log.htm">View Log</a> for details.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text"><a href="multi_store_exchange_webemail.htm#storeexchange_webemail_notes">Notes on using Web-based e-mail</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="store_exchange_procin.htm">Receiving files: Overview</a></p>
|
||||
|
||||
|
||||
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
|
||||
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
|
||||
TextPopupInit('a1','POPUP298325584');
|
||||
//]]></script>
|
||||
</body>
|
||||
</html>
|
||||
245
QB_Help_Web/POS_Help/qbpos_multi_store/store_exchange_remote.htm
Normal file
245
QB_Help_Web/POS_Help/qbpos_multi_store/store_exchange_remote.htm
Normal file
@@ -0,0 +1,245 @@
|
||||
|
||||
<!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>Store Exchange: Send Files from Remote Stores</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
img.hcp1 { border:none; }
|
||||
span.hcp2 { color:#c0c0c0; }
|
||||
table.hcp3 { vertical-align:top; }
|
||||
tr.hcp4 { vertical-align:top; }
|
||||
td.hcp5 { padding-right:10px;
|
||||
padding-left:10px; }
|
||||
font.hcp6 { font-weight:bold; }
|
||||
span.hcp7 { font-weight:bold; }
|
||||
font.hcp8 { font-style:italic; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Store Exchange: Sending Files from Remote Stores</p>
|
||||
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a6">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 class="hcp2">|</span> <a href="multi_store_exchange.htm">Store Exchange Overview</a> <span class="hcp2">|</span> <a href="store_exchange_schedule.htm">Schedule Store Exchanges</a></p>
|
||||
<div class="droptext" id="POPUP312381446" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp3">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp4">
|
||||
<td style="width:100%;" class="hcp5">
|
||||
<p class="Help-Text"><a href="store_exchange_hq.htm">Send files from Headquarters</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="multi_store_config.htm">Configure Store Exchange</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; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<p class="Help-Text" style="font-weight: bold;">What method of Store Exchange would you like help with?</p>
|
||||
<p class="Help-Text" style="font-weight: normal;">These instructions assume you have already <a href="multi_store_config.htm">configured Store Exchange</a> with your other stores and specified a communication method.</p>
|
||||
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a7">Send via desktop e-mail client <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></p>
|
||||
<div class="droptext" id="POPUP296275782" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp3">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp4">
|
||||
<td style="width:100%;" class="hcp5">
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">From the Stores menu or Store Exchange Center, select <font class="hcp6">Send Files</font> or include Store Exchange in your End of Day procedure.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">In the Store Exchange dialog, make any necessary changes in the Headquarters' e-mail address, and then select <span class="hcp7">S</span><font class="hcp6">end</font>. <font class="hcp8">(Changes made here affect only this occurrence of Store Exchange.)</font></p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">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.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<ul style="list-style: disc;">
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List">If you are online when you select <span class="hcp7">S</span><font class="hcp6">end</font>, the e-mail is automatically sent.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List">If you are not online when you select <span class="hcp7">S</span><font class="hcp6">end</font>, 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 <font class="hcp6">Send</font> of the e-mail in your outbox.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Text"><a href="multi_store_emailclient.htm#storeexchange_deskemail_notes">Notes on using desktop e-mail</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="Help-Text"> </p>
|
||||
</div>
|
||||
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a8">Send via Web-based e-mail <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></p>
|
||||
<div class="droptext" id="POPUP301861347" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp3">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp4">
|
||||
<td style="width:100%;" class="hcp5">
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">From the Stores menu or Store Exchange Center, select <font class="hcp6">Send Files</font> or include Store Exchange in your End of Day procedure.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">In the Store Exchange dialog, make any necessary changes in the destination folder for the e-mail attachment, and then select <span class="hcp7">S</span><font class="hcp6">end</font>. <font class="hcp8">(Changes made here affect only this occurrence of Store Exchange.)</font></p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">The mailbag is created and placed in the destination folder specified. A Windows Explorer window is opened, showing you this location.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">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. </p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"><a href="multi_store_exchange_webemail.htm#storeexchange_webemail_notes">Notes on using Web-based e-mail</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div>
|
||||
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a9">Send via Intuit Service <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></p>
|
||||
<div class="droptext" id="POPUP296300710" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp3">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp4">
|
||||
<td style="width:100%;" class="hcp5">
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Establish your Internet connection, if necessary.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">From the Store Exchange Center or the Stores menu, select <font class="hcp6">Send Files</font> or include Store Exchange in your End of Day procedure.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">In the Store Exchange dialog, select <span class="hcp7">S</span><font class="hcp6">end</font>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"><font><span style="font-style: normal;">Point of Sale creates the mailbag file, connects to the Intuit Service, and leaves the file for Headquarters to retrieve.</span></font></p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div>
|
||||
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a10">Send via network file transfer <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></p>
|
||||
<div class="droptext" id="POPUP313006849" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp3">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp4">
|
||||
<td style="width:100%;" class="hcp5">
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">From the Stores menu or Store Exchange Center, select <font class="hcp6">Send Files</font> or include Store Exchange in your End of Day procedure.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">In the Store Exchange dialog, make any necessary changes in the destination folder for Headquarters, and then select <span class="hcp7">S</span><font class="hcp6">end</font>. <font class="hcp8">(Changes made here affect only this occurrence of Store Exchange.)</font></p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">The mailbag file is created and then copied to the destination folder specified (e.g. the Headquarters <a href="store_exchange_in_folder.htm">in folder</a>).</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"><a href="multi_store_exchange_filexfer.htm#storeexchange_filexfer_notes">Notes on using network file transfer</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div>
|
||||
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a11">Send via removable media <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></p>
|
||||
<div class="droptext" id="POPUP306668625" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp3">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp4">
|
||||
<td style="width:100%;" class="hcp5">
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">From the Stores menu or the Store Exchange Center, select <span class="hcp7">S</span><font class="hcp6">end Files</font> or include Store Exchange in your End of Day procedure.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">In the Store Exchange dialog, make any necessary changes in media drives/ports, and then select <span class="hcp7">S</span><font class="hcp6">end</font>. <font class="hcp8">(Changes made here affect only this occurrence of Store Exchange.)</font></p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">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 <span class="hcp7">OK</span>. The mailbag file will be copied to the media.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Transport the media to Headquarters.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"><a href="multi_store_exchange_media.htm#storeexchange_media_notes">Notes on using removable media</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Store Exchange guidelines at Remote Stores</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">It is suggested you read and follow the <a href="store_exchangsequence_remote.htm">recommended Store Exchange sequence</a>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Only the Server Workstation can run Store Exchange.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">All exchange mailbag files created at remote stores are in the format <font class="hcp6">s</font><font class="hcp8">nnxxxxx</font><font class="hcp6">.qbt</font>, where:</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Indent" style="margin-left: 27px;"><font class="hcp6">s</font><font class="hcp8">nn</font> =Store Number, e.g. s02 = Store 2</p>
|
||||
<p class="Help-Indent" style="margin-left: 27px;"><font class="hcp8">xxxxx</font> = the sequence number for mailbags created at this store. Incremented 00001, 00002, etc.</p>
|
||||
<p class="Help-Indent" style="margin-left: 27px;"><font class="hcp6">.QBT</font> = the file extension used for all Store Exchange mailbags</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Before you send, it is a good practice to check for and <a href="store_exchange_procin.htm">process in</a> any mailbags that you may have received from Headquarters and not yet processed.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">There are three ways by which sending a mailbag can be initiated:</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List">To manually send a file, select <font class="hcp6">Send Files</font> from the Stores menu or the Store Exchange Center</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List">Include the <font class="hcp6">Store Exchange</font> option in your <a href="../qbpos_end_of_day/eodoverview.htm">End of Day</a> procedure</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List"><a href="store_exchange_schedule.htm">Schedule</a> your Store Exchanges to happen automatically (available only for Intuit Service and Network File Transfer methods)</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">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.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Select <span class="hcp7">V</span><font class="hcp6">iew Log</font> after completing a Store Exchange to view results and troubleshoot any problems that occur.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="store_exchange_procin.htm">Receive a Store Exchange mailbag</a></p>
|
||||
<p class="Help-Text"><a href="store_exchange_info.htm">What information is exchanged?</a></p>
|
||||
|
||||
|
||||
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
|
||||
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
TextPopupInit('a11','POPUP306668625');
|
||||
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|
||||
</body>
|
||||
</html>
|
||||
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|
||||
|
||||
<!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>Schedule Store Exchanges</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
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|
||||
img.hcp2 { border:none; }
|
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|
||||
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|
||||
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|
||||
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|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1">Schedule Store Exchanges</p>
|
||||
<p class="Help-Text">Recommended sequence at: <a href="store_exchange_sequence_hq.htm">Headquarters</a> <span style="color: #c0c0c0;">|</span> <a href="store_exchangsequence_remote.htm">Remote Stores</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<p class="Help-Text">Scheduling allows you to have Point of Sale automatically run Store Exchanges at the same time each day without manual action. This allows you, for example, to run Store Exchanges overnight when network or Internet traffic is reduced or access fees lower. And it means you don't have to train employees at each store to manually run Store Exchanges.</p>
|
||||
<p class="Help-Text">Scheduling is available only if using the <a href="multi_store_exchange_filexfer.htm">Network File Transfer</a> or <a href="stex_intuitservice.htm">Intuit Service</a> methods of Store Exchange.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Headquarters</p>
|
||||
<p class="Help-Text">At the scheduled time, Point of Sale checks for, retrieves, and processes in all files received from remote stores.  The Headquarters data file is updated with the remote transactions, and then the updated information is sent back out to the remote stores. Typically, you would schedule your exchanges to occur after all remote stores have sent their files to you.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Remote Stores</p>
|
||||
<p class="Help-Text">You can schedule separate receive and send times. For example, you might schedule to receive files each day at 6 AM (before opening for the day) and send at 10:00 PM (after close, but before Headquarters has scheduled its Store Exchange).</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Scheduling and Running</p>
|
||||
<p class="Help-Info-Line">To schedule Store Exchanges:</p>
|
||||
<ol style="list-style: decimal;">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Make sure you are <a href="multi_store_config.htm">configured</a> to exchange via Network File Transfer or Intuit Service.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">From the Store Exchange Center, select <span class="hcp1">Schedule</span> on the left side.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Enter the time of day you wish Store Exchanges to run.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Select <span class="hcp1">OK</span>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Note"><span class="hcp1">Important Note</span>: Point of Sale must be running on the Server Workstation at the scheduled time and, if logins are required, a user with adequate rights must be logged in. We strongly recommend you <a href="qbpos:helppopup.7487">lock<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="hcp2"></a> your computer if it will be unattended at the scheduled time and disable <a href="../qbpos_secadmin/basic_autologout.htm">automatic logouts</a> preferences if set.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">When the scheduled time arrives, Point of Sale will display a confirmation dialog with a 60-second countdown. This gives you an opportunity to skip the exchange or delay it if necessary to complete other tasks.</p>
|
||||
<p class="Help-Text"><img src="../image/scheduler_taskstartalert.gif" alt="Scheduled Task Alert" title="Scheduled Task Alert" width="320" height="134" border="0" class="hcp2"></p>
|
||||
<p class="Help-Heading-2">Notes:</p>
|
||||
<ul style="list-style: disc;">
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">You can also schedule Store Exchanges from the Store Exchange page of <a href="../qbpos_company_preferences/sysprefs14.htm">company preferences</a>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">All open windows must be closed when receiving files. Point of Sale will close all windows if necessary, but a better practice is to check and close all open windows yourself before the scheduled time to ensure not losing any unsaved information.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">If a scheduled exchange does not occur, Point of Sale will alert you.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">While convenient, scheduling doesn't allow for doing a Financial Exchange with QuickBooks Desktop between receiving and sending files at Headquarters and may not be a good solution if you offer customer charge accounts and want updated account balances at each store every day.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="multi_store_exchange.htm">Store Exchange Overview</a></p>
|
||||
<p class="Help-Text"><a href="ms_storeexchange_center.htm">Store Exchange Center</a></p>
|
||||
<p class="Help-Text"><a href="storeexchange_autorecovery.htm">What if an file is lost or damaged?</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,99 @@
|
||||
|
||||
<!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>Recommended Store Exchange Sequence at Headquarters</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Recommended Store Exchange Sequence at Headquarters</p>
|
||||
<p class="Help-Text"><a href="multi_store_exchange.htm">Store Exchange Overview</a> <span style="color: #c0c0c0;">|</span> <a href="storeexchange_autorecovery.htm">Troubleshoot Store Exchange</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<p class="Help-Text">Headquarters has two distinct End of Day responsibilities: Store Activities and Headquarters Activities, and you may find it helpful to keep the activities related to each separate. See notes below.</p>
|
||||
<p class="Help-Info-Line">Store activities include:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Run a <a href="../qbpos_end_of_day/xz1113.htm">Z-Out Drawer Count report</a> at each workstation.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Run a <a href="../qbpos_end_of_day/endofday03.htm">Z-Out Store Close report</a> on the Server Workstation.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps"><a href="../qbpos_end_of_day/eod_merchantservicebatch.htm">Settle credit card transactions</a> with the QuickBooks Desktop POS Merchant Service (if applicable).</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text">Typically, these activities would be done as part of the normal <a href="../qbpos_end_of_day/eodoverview.htm">End of Day</a> procedure at Headquarters.</p>
|
||||
<p class="Help-Info-Line">Headquarters activities are done on the Server Workstation and include:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps"><a href="store_exchange_procin.htm">Receive files</a> to process the mailbags received from each remote store. All other workstations must exit Point of Sale before beginning this task. This process updates inventory and related files with the day's activities at the remote stores.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Run <a href="../qbpos_end_of_day/endofday02.htm">Financial Exchange</a> with QuickBooks Desktop financial software.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps"><a href="../qbpos_data_protection/backup04.htm">Backup</a> the company data<font color="#0000FF">.</font></p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps"><a href="store_exchange_hq.htm">Send updated files</a> back to remote stores before the beginning of the next business day.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Notes:</p>
|
||||
<p class="Help-Text">You may find it easier to keep the two components of End of Day separate at Headquarters. Use the automated End of Day process to do the routine store close activities for the store. This can be accomplished while you wait for the remote stores to get their Store Exchange mailbags sent. Later, process in the remote store mailbags, conduct your Financial Exchange with QuickBooks Desktop, and then send updated files back to the remote stores.</p>
|
||||
<p class="Help-Text">There are good reasons to keep the two types of activities separate at Headquarters:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List" style="margin-left: -20px;">
|
||||
<p class="Help-Nested-List">It keeps the two processes distinct, making it easier for Associates to understand and follow the correct procedure for each.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="margin-left: -20px;">
|
||||
<p class="Help-Nested-List">It gives Headquarters one process to carry out while giving remote stores the time to get their stores closed and mailbags sent.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="margin-left: -20px;">
|
||||
<p class="Help-Nested-List">Receiving remote store mailbags cannot be incorporated into the End of Day procedure due to the many variables related to the four supported methods and delivery of the files from remotes.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="margin-left: -20px;">
|
||||
<p class="Help-Nested-List">If your goal is to maintain the most accurate information possible at all stores, it is important that Headquarters receive and process in a mailbag from each remote store before they in turn update inventory and send information back.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Text"><a href="store_exchange_sequence_hq.htm">Return to top</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Variations on the Recommended Sequence</p>
|
||||
<p class="Help-Text">Depending on operational requirements and management's need for timely information, the Store Exchange process can be run more or less frequently. Some variations include:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Remote stores could be required to send mailbags several times a day, instead of once. Headquarters could process in and send data back so all store have up-to-the-hour information. With information flowing throughout the day, it would less critical that Headquarters have the final day mailbag from each remote before they process out to end the day. Transactions not making it at the end of one day would be caught on the first exchange the next morning.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">If your need for updated information is not critical, you could run Store Exchange less frequently; say once every few days or once a week.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">You can <a href="store_exchange_schedule.htm">schedule</a> Store Exchanges to happen automatically at a certain time, like overnight. While convenient, scheduling doesn't allow for doing a Financial Exchange with QuickBooks Desktop between receiving and sending files and may not be a good solution if you offer customer charge accounts and want updated account balances at each store everyday.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Text">With experience, you will find the sequencing that works best for your circumstances. It is not required that the sequence described here be followed, but by adhering to it you ensure that all stores have the most current information for each business day.</p>
|
||||
<p class="Help-Text"><a href="store_exchange_sequence_hq.htm">Return to top</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="store_exchange_hq.htm">Headquarters Store Exchange sending guidelines</a></p>
|
||||
<p class="Help-Text"><a href="multi_store_config.htm">Configure Store Exchange</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,78 @@
|
||||
|
||||
<!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>Recommended Store Exchange Sequence at Remotes</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Recommended Store Exchange Sequence at Remotes</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" style="border: none;" width="11" height="11" border="0"></a> <span style="color: #c0c0c0;">|</span> <a href="multi_store_exchange.htm">Store Exchange Overview</a></p>
|
||||
<div class="droptext" id="POPUP297282748" 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="multi_store_config.htm">Configure Store Exchange</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; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<p class="Help-Text">At the end of each sales day, each workstation in the store should run a <a href="../qbpos_end_of_day/xz1113.htm">Z-Out Drawer Count report</a> to "close" the workstation for the day. Then, the following activities should be performed on the Server Workstation, typically as part of the automated <a href="../qbpos_end_of_day/eodoverview.htm">End of Day</a> procedure.</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Run a <a href="../qbpos_end_of_day/endofday03.htm">Z-Out Store Close report</a>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps"><a href="../qbpos_end_of_day/eod_merchantservicebatch.htm">Settle credit card transactions</a> with the QuickBooks Desktop POS Merchant Service (if applicable).</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Perform a <a href="../qbpos_data_protection/backup04.htm">backup</a> of your Point of Sale data.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps"><a href="store_exchange_remote.htm">Send the day's transactions</a> to Headquarters.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Prior to opening for business the next business day, <a href="store_exchange_procin.htm">receive</a> and process an updated file (mailbag) back from Headquarters.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text">The mailbag from Headquarters must be processed by the Server Workstation. No other workstation can be working in Point of Sale during this procedure, as the process will close all <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_openwindows">open windows</a> on all workstations if necessary to update your files.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="store_exchange_remote.htm">Remote store sending guidelines</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[
|
||||
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
|
||||
TextPopupInit('a1','POPUP297282748');
|
||||
//]]></script>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,65 @@
|
||||
|
||||
<!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>Store Exchange: Automatic Recovery</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
img.hcp1 { border:none; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Store Exchange: Automatic Recovery</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> | <a href="stex_resend.htm">Resend Files between Stores</a></p>
|
||||
<div class="droptext" id="POPUP294664504" 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="multi_store_config.htm">Configure Store Exchange</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; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<p class="Help-Text">The Store Exchange process has a built-in recovery mechanism that automatically resends and synchronizes data between stores in the event that an exchange mailbag is late, lost, received out of order, or arrives with corrupted data.</p>
|
||||
<p class="Help-Text">If you do not receive a mailbag from a remote (or from Headquarters if a remote store), it is not necessary that you suspend any normal activities. The next mailbags sent will automatically include the missed information and will synchronize your data between stores.</p>
|
||||
<p class="Help-Text">If a mailbag is received, but cannot be processed for some reason, check the <a href="store_exchange_log.htm">Store Exchange Activity Log</a> for error codes or clues that might help identify the problem.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Warning"><img src="../image/warning_icon_small.gif" alt="" width="24" height="25" border="0" class="hcp1"> <span style="font-weight: bold;">Warning: Auto-Recovery Does Not Replace Data Backups.</span> While the Store Exchange automatic data recovery feature corrects many instances of lost or corrupted data, it is still vitally important that you implement and follow a regular program of data backups, especially at Headquarters, where your master company data is maintained.</p>
|
||||
|
||||
|
||||
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
|
||||
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
|
||||
TextPopupInit('a1','POPUP294664504');
|
||||
//]]></script>
|
||||
</body>
|
||||
</html>
|
||||
Reference in New Issue
Block a user