This article describes the multi-store setup for Point of sale which includes the configuration and activities that occurs between the stores.
Store Exchange is the transfer of data between your Headquarters and remote stores. Data is sent between stores in a compressed file, referred to as a mailbag (compressed to reduce transmission file size and time).
It has two components:
When a remote store is first installed, a mailbag from Headquarters is required to initialize the remote with the company inventory, preferences, and related files. It is recommended that Store Exchange be run daily between each store. 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.
Daily exchanges also allow Headquarters to keep QuickBooks financial software records current.
HQ = Headquarters. See footnotes for numbered marks at end of table.
View item quantity and info
Add/edit/delete/merge Items and styles
Create special order items
Convert special order items to regular
Enter/edit costs, prices, tax codes
Define assembly items
Define group items
Sell group items
Inventory reminders: new items, price changes
Inventory reminders: reorder items, duplicate items
View item history (all stores)
View department information
View vendor information
Define multi-vendors for items
Physical Inventory for local store
Physical Inventory for other stores
Print tags for other stores
Use Price Manager
Create quantity adjustments
Create cost adjustments
Put adjustment memo on hold
Create transfer slips
Create transfer slips for other stores
Put slips on hold
Purchasing and Receiving
Create POs (for all stores)
Create special order PO
View POs for local store
View POs for other stores
E-mail POs to vendors
Delete filled POs
Create voucher for local store
Create voucher to receive PO items
Create voucher for other stores
Put vouchers on hold
Sales and Customer Orders
Create receipts for local store
Create receipts for other stores
Accept all payment methods
Authorize/settle credit card payments
Authorize/settle debit/ATM payments
Sell/redeem gift cards
Put receipts on hold
Print gift receipts
Print store logo on sales documents
Create customer orders
Create special order items from orders
Define initial deposit requirements
Sell customer order items for local store
Delete filled customer orders
Track employee sales commission
Define sales tax locations/codes
Select local default tax location
Select local default price level
View customer history (local sales)
View customer history (all stores)
Offer customer charge accounts
Define/change reward program
Enter/track shipping information
Select features to use
Merchant & Gift Services
Multi-Store: Change Store Type
Multi-Store: Store Codes/Classes
Multi-Store: Store Exchange
Multi-Store: Store Headings
All Local W/S Settings (Hardware, Printing)
Serial number tracking
Add employees and assign Security Groups and Rights (for Local Store)
Use Employee Time Clock
Customize list columns
Run store reports
Run company reports
View/print/export Z-Out Drawer Count reports for all Stores
Get program updates
Cash drawer payouts
Clean up company data
Footnotes for remote stores:
Steps to follow
Enter or browse to the applicable drive or port.
Specify a folder where the Store Exchange mailbag is copied. When creating your email, browse to this folder to attach the file.
Enter the email address for the remote store.
Network file transfer
Enter or browse to the in folder of the Point of Sale installation on the Server Workstation at the remote store. You must have drives mapped already or a direct UNC path to this folder.
If the remote is not installed yet, type in the path of the "in" folder to be used. You may get an "invalid location" message, but can ignore it. After the remote is installed and the same folder as it's "in" folder is specified, Store Exchange will function.
Point of Sale will automatically connect to the QuickBase site and log in to send/receive files.
An active Internet Connection at the Server Workstation in each store is needed to use the Intuit Service and a high-speed connection is strongly recommended. The service must be activated by phone and an additional fee may apply. Call 800.348.0254 to activate the service.
Collect the following information from Headquarters before beginning:
To configure a remote store: