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QBPOS-Help/backups/backup_html_20260109_181155/multistore_initializeremotes.htm

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<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>
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<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>
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<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>
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<p class="Help-Heading-2">Notes:</p>
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<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>
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<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>
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