Send files from Headquarters

Receive and process files

Initialize remote stores with inventory

Configure Store Exchange

Schedule Store Exchanges

Troubleshoot Store Exchanges

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

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

3. Your e-mail client is automatically launched and the e-mail is created, with the mailbag file attached and addressed to Headquarters. A default message instructs Headquarters how to process the attachment.

• If you are online when you select Send, the e-mail is automatically sent.

• If you are not online when you select Send, the e-mail is placed in your e-mail client's outbox, ready for you to manually send later. When ready to send, connect to your Internet service provider, access your e-mail client, and initiate a Send of the e-mail in your outbox.

Notes on using desktop e-mail

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

2. In the Store Exchange dialog, make any necessary changes in the destination folder for the e-mail attachment, and then select Send. (Changes made here affect only this occurrence of Store Exchange.)

3. The mailbag is created and placed in the destination folder specified. A Windows Explorer window is opened, showing you this location.

4. Access your e-mail service on the Internet and follow their instructions to create the e-mail, enter the e-mail addresses, add a message/instructions to Headquarters, browse to and attach the mailbag file, and then send the e-mail. 

Notes on using Web-based e-mail

1. Establish your Internet connection, if necessary.

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

3. In the Store Exchange dialog, select Send.

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

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

2. In the Store Exchange dialog, make any necessary changes in the destination folder for Headquarters, and then select Send. (Changes made here affect only this occurrence of Store Exchange.)

3. The mailbag file is created and then copied to the destination folder specified (e.g. the Headquarters in folder).

Notes on using network file transfer

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

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

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

4. Transport the media to Headquarters.

Notes on using removable media