Configure Store Exchange at Remote Stores

How do I? | Multi-Store Overview | Store Exchange Overview

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 company preferences.

Important Note: 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.

Information Needed

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 in-folder path (mapped drive or UNC) to the Server Workstation at Headquarters, and 3) the Store Exchange password entered at Headquarters.

To configure a remote store:

1. Install Point of Sale on the Server Workstation, following the instructions for a remote store in the User Guide.

2. Create a new POS company data file with a unique name when prompted, specifying Remote Store 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.

3. Run the Setup Interview when it is launched to configure basic Point of Sale settings.

4. When done with the Setup Interview, select Store Exchange Center from the Stores menu and configure to exchange with Headquarters by entering:

• The License Number for the Server Workstation at Headquarters (from the CD jacket or the Help About Point of Sale screen at Headquarters)

• A communication method and the e-mail address or location to send files, as applicable, for Headquarters

Desktop e-mail: Enter the e-mail address for Headquarters.

Web-based e-mail: Specify a folder to which the Store Exchange mailbag is copied. When creating your e-mail, browse to this folder to attach the file.

Removable Media: Enter or browse to the drive or port to be used.

Network file transfer: Enter or browse to the in folder of the Point of Sale installation on the Server Workstation at Headquarters. You must have drives mapped or a UNC path to this folder.

Intuit Service: 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.

• The same store exchange password entered at Headquarters (required). Learn more.

5. Click Close to leave the Store Exchange Center.

Next Actions to Take at Remote Stores

1. Complete your Point of Sale setup, including installing Client Workstations, defining local employees and security, adding customers, etc.

2. Receive and process in a Store Exchange mailbag from Headquarters. This file will initialize your system with inventory items, departments, vendors, company preferences, and related settings.

3. After initialization, you may want to review your Point of Sale company preferences for the following store-specific settings:

• Default tax location

• Default price for sales

You are now ready to begin using Point of Sale!

Upgrader Note: 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.

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