How to setup multi location stock transfer in QuickBooks POS

Table of contents

1. First You Have to Setup the Stores at HQ
2. So What is this Syncing Thing?
3. In Summary

First You Have to Setup the Stores at HQ

Here you can see that we have done the basic configuration at our headquarter store to have enabled more than one store.

Now, if we look at a specific item in QBPOS at the Winery (headquarters) location, we can see that we actually are tracking wine at both location; the Winery (Headquarters) and the Tasting Room (Remote Store 2).

If we look at the same item again after sales have been made in the Tasting Room and the HQ and Remote stores have synchronized their files, we can see that the count at the Tasting Room has gone down as the sale from the remote store was posted to the headquarters file.

If it is necessary to move wine from HQ to the Remote Store, we would use a Transfer Slip.Let’s move two cases.

Now the inventory count for HQ has been appropriately decreased and the inventory at the Remote Store is increased.

So What is this Syncing Thing?

Since each store really maintains it’s own date file, in order for each store to maintain accurate records of the counts at any store, we essentially have to push and pull the information required to update the records in each file. Doing so requires us to both send and receive files from each store location. To do this you will need to use a function known asStore Exchange to Send and Receive files from each location. Think of it a little like playing catch – HQ throws the ball with its basic changes to the Remote Store. The Remote Store catches the ball updates it records and then throws the ball back with its changes. Then the cycle repeats itself. Typically this is only done once a day, but it can be done more frequently if desired or if there is a need.

Three are many methods that can be used to send a file, but here is a simple example of what sending a Store Exchange file from HQ to our Remote Store might look like using the network file transfer method .

After the file is sent, it would be available for the remote store to “Receive” it in and update its records. Then the Remote Store can send it updates, Here is the HQ file waiting to process in a file sent from the Remote Store after that store processed in the file from HQ and sent a new one back out.

 In Summary

QuickBooks Point of Sale Multi-store edition is a great option for wineries with the need to track inventory in separate locations. In our next article we will show you how to use the Multi-store function where there may only be one true physical location, but you still need to track where your inventory is, We will post a third article on how you can use these same feature to track these locations as profit centers in QuickBooks Desktop for Windows Accounting products.