The following steps must be done every day (along with all of the others on the “Open/Close Procedures sheet)
3. Click “Home” (Top left)
4. Click “End of Day” button (Blue on lower left)… Point of Sale – End of Day Process window will open… Bottom (3rd) check box should be checked, that says “Send data to Headquarters“. The other two check boxes should be empty. Click “Start”.
5. The Store Exchange window will open… it should read HQ WHS [Desktop e-mail client]…
[ron@inhaweb.com]… click “Send”… A Windows Live Mail program will open up on the screen with the store exchange file already attached… type ron@inhaweb.com in the “To” space. Click “Send”, to the left, to send that e-mail message. Windows Live Mail will close after the message is sent. Click “Close” on the Store Exchange window.
If we don’t receive the store exchange files, we are out of sync. We (in the office) don’t know what has been sold or what is on hand to sell. Please make sure all of the Open/Close procedures are done every day.
From Quickbooks POS
The term Store Exchange 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).
Store Exchange has two components:
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Send Files to create and send mailbags to other stores, and
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Receive Files to process mailbags that have been received from other stores.
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. 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.
Daily exchanges also allow Headquarters to keep QuickBooks financial software records current.