Wednesday, 14 December 2016

Unit of Measure in Point of Sale – An Overview



There are two levels of unit of measure for items in Point of Sale.

Single Unit of Measure (Basic)

A unit of measure can be added to item records and can then be used to filter and sort your item list and reports.
For example, a candy store might define units of measure of "ounces" and "lbs" and then assign one of those units to each of their candy items.
Define the allowed units on the Inventory page of company preferences.

Multiple Units of Measure (Pro)

Using multiple units of measure allows you to purchase and sell items by different units. For example, when you purchase an item by the case but sell it by the bottle, or buy in bulk but sell by the pound.
Select the I Want to set up multiple units of measure… checkbox on the Inventory page in company preferences to enable this feature. Then, on the item record, you can define a base unit of measure and up to three alternate units that you buy or sell by (such as case, six pack, can, 100 lb bag, one pound, etc.). Each unit of measure can have a different UPC code, alternate lookup value, and sales price, allowing you to list any of the units of measure on documents. You can also specify your default purchase and sell-by units.
If the multiple unit of measure feature is turned off, you still retain the single unit of measure capability.

More Information on Unit of Measure:

This unit of measure feature is enabled in company preferences and allows purchasing and selling an item in up to four different units of measure (sizes, or pack quantities).

Examples:

You buy bottled water by the case and sell by single bottles or cases.
You buy animal feed by 50 lb. bags and sell it in 5, 10, and 25 lb. bags.
You buy fabric by the yard, and sell by the yard and foot.

With multiple units of measure enabled:

You can define multiple units for inventory, non-inventory, and service items.
Unit of measure fields and options are added to the item form and other documents and lists.
Each unit of measure can have unique UPC, alternate lookup, and prices associated with it.

You define a base unit and default order-by and sell-by units. Point of Sale will automatically suggest these defaults when purchasing and selling the item.

Your base unit is used for most inventory values (average cost, quantities, reorder point, etc.) and on reports, though these values are calculated and displayed for alternate units as well.

You can choose in company preferences to add the transaction unit to the quantity field on printed documents.

If importing item information, you can import the unique information for each of your units.

For Help with Unit of Measure in Point of Sale, Call 1.800.910.6880





Tuesday, 13 December 2016

List Index Out of Bounds (4) when trying to print a receipt in POS



When trying to print a receipt to the Star TSP 600 printer, the following message is returned:
 
List index out of bounds (4).
 
Reason:
 
The printer drivers may be damaged.

Detailed Instructions
 
Resolution (Version 10 and above):

 To resolve this issue:
 
  1. Navigate to Control Panel.

  2. In the View by drop-down, select Small icons.

  3. Click Devices and Printers.

  4. Right-click any printer with Star in its name and choose Remove device. Click Yes.

  5. Click Print server properties.

  6. Click the Drivers tab, highlight any driver listed with Star in its name and click Remove.

  7. Click OK.

  8. Restart the computer and open Point of Sale.

  9. Choose File > Hardware Setup Wizard.

For Help with Point of Sale (Issues/Errors), Call 1.800.910.6880

 

 




 
 

Monday, 12 December 2016

System Requirements for Point of Sale



Versions 11 and 12 

Minimum Configurations:

At least 4 GB of RAM (6-8 GB recommended) for a single workstation installation
1 GB of disk space (additional space required for data files)
Single user: 2.0 GHz processor (2.8 GHz recommended). Multiple users: 2.8 GHz processor (3.5 GHz recommended)
Optimized for 1024x768 screen resolution
Operating Systems (North American versions of Windows only):
Windows 10 (version 12 only)
Windows 8 (see below for QuickBooks Point of Sale 2013 policy regarding Windows 8.1*)
Windows 7
Windows Server 2008 (SP1 or later strongly recommended)
Windows Server 2003

Data import/export and Microsoft Office Integration requires full versions of the following:
Microsoft Excel 2000, 2002, 2003, 2007, 2010 or 2013
Microsoft Word 2000, 2002, 2003, 2007, 2010 or 2013

Multi-user Recommendations:

Multi-core processor and 8 GB of RAM are recommended for better performance on the Point of Sale server workstation.

In a Point of sale multi-user configuration, each workstation concurrently running Point of Sale must have a separately purchased user license and every copy of Point of Sale must be the same version and level.

Version 10

Minimum Configurations:

At least 4 GB of RAM (6-8 recommended) for a single workstation installation
1 GB of disk space (additional space required for data files)
Single user: 2.0 GHz processor (2.8 GHz recommended). Multiple users: 2.8 GHz processor (3.5 GHz recommended)
Optimized for 1024x768 screen resolution
Operating Systems (North American versions of Windows only):
Windows Server 2003
Windows Server 2008
Windows 7
Data import/export and Microsoft Office Integration requires full versions of the following:
Microsoft Excel 2000, 2002, 2003, 2007 or 2010
Microsoft Word 2000, 2002, 2003, 2007 or 2010

Multi-user Recommendations:

Multi-core processor and 8 GB of RAM are recommended for better performance on the Point of Sale server workstation.

In a multi-user configuration, each workstation concurrently running Point of Sale must have a separately purchased user license and every copy of Point of Sale must be the same version and level.

Versions 7, 8, and 9 - (No longer supported versions)

For Help with Point of Sale (Installation), Call 1.800.910.6880 

 



Friday, 9 December 2016

You have exceeded the maximum number of users who can access the company at one time (Error message in POS)



When opening QuickBooks Point of Sale for Desktop, you see the following error:

You have exceeded the maximum number of users who can access the company at one time

Reasons:

More workstations are open than number of licenses you have purchased.
A log file is stuck and your workstations need to be rebooted.
A file used to verify licenses is damaged.
The QuickBooks Point of Sale for Desktop installation is damaged.
A firewall or third-party internet security is blocking your client workstation from the server.

Resolution:
Intuit recommends the following 6 solutions for this problem. The first solution may solve your problem, or you may need to try all 6 to resolve the issue.

Solution 1: Verify the number of licensed users and sync license data online

Choose Help > Manage my license > Sync license data online. Click OK.
Choose Help > Manage my license > Buy additional user license.
Verify the number of Licensed Users.
Note: If it's less than you expect, dial 1-800-910-6880
to speak with a Point of Sale representative. If it's correct, try Solution 2.

Solution 2: Close all workstations

Close QuickBooks Point of Sale for Desktop by clicking File > Exit instead of the X in upper right corner
If closing using the above method doesn't free up the licenses then Reboot all workstations. Although it may be inconvenient, it's an important step. Files can get stuck and the QuickBooks Point of Sale for Desktop server can think too many workstations are open. If rebooting all workstations doesn't fix the issue, go to Solution 3.

Solution 3: Clear the contents of the Entitlement Data folder

From your QuickBooks Point of Sale for Desktop server, right-click the Windows Start button and choose Open Windows Explorer (Explore in Vista).
Click Organize and select Folder and Search Options.
Click the View tab, select Show hidden files and folders and clear the checkbox for Hide protected system operating files.
Click Yes to the warning and click OK.
Navigate in the left window to the location: (where XX is the highest number version you see)
Windows 10, 8, 8.1, and 7: C:\Program Data\Intuit\Entitlement Client\XX
From your keyboard, press CTRL + A + Delete and click Yes on the pop-up message.
Open QuickBooks Point of Sale for Desktop and complete the registration process again. If the error persists, try Solution 4.

Solution 4: Rename the WSActivity file

Go to C:\Program Data\Intuit\QuickBooks Point of Sale XX\Ini
Right-click WSActivity and select Rename.
Enter OLDWSActivity and click anywhere to save.
Open QuickBooks Point of Sale for Desktop, If you still see the error, try Solution 5

Solution 5: Uninstall and ReinstallQuickBooks Point of Sale for Desktop

Reinstall QuickBooks Point of Sale for Desktop on the server computer.
Update to the most current release.
In Point of Sale, go to Help > Manage my license > Sync license data online. Click OK.
Choose Help > Manage my license > Buy additional user license.
Look for the number of Licensed Users and confirm it is correct.
If that doesn't work, try uninstalling and reinstalling QuickBooks Point of Sale for Desktop on the client workstations.

Solution 6: Configure internet security and other third-party firewalls to allow access

Point of Sale firewall configuration files, ports, and paths
Troubleshoot connectivity tool (helpful in identifying conflicts in security and network setup).


If the issue is still not resolved, Call 1.800.910.6880


 

Thursday, 8 December 2016

Error: The Shipping Manager database is newer than the Shipping Manager on this PC, when using shipping manager in POS

When you try to use Shipping Manager you receive this error:

The Shipping Manager database is newer than the Shipping Manager on this PC


Reasons:


A few different things can cause this error:

You are trying to use Shipping Manager from a Point of Sale (POS) client workstation.

You have a damaged Shipping Manager database.

When you installed QuickBooks Desktop, the installation did not find the most current Shipping Manager database.


Resolution:


Intuit recommends 2 solutions for this issue, depending on your situation:

Use Solution 1 only if you are using Shipping Manager with POS.

Use Solution 2 if you are using Shipping Manager with QuickBooks Desktop.

Important: Either of these solutions removes your shipping history. You will need to re-enter your shipping account information after implementing the solution.

Solution 1: Shipping Manager and POS



Exit both Point of Sale and QuickBooks Desktop.

Rename the 2 Shipping Manager folders:

One at a time,

Navigate to following location:

C:\Program Files (x86)\Common Files\Intuit\ShippingManager

C:\Users\[WindowsUserName]\AppData\Roaming\Intuit\ShippingManager


Right-click the folder name, select Rename, and add OLD to the end of the name (...ShippingManagerOLD).

Repair the installation of POS.

Restart your computer.

Open POS.

Choose Point of Sale and select QuickBooks Shipping Manager.

Select UPS Shipping Options, then select Settings and re-enter your shipping account information.

Shipping Manager should now work.

If you continue to receive the error, perform the following steps:

Uninstall POS.

Rename the entitlement client folder.

Reinstall POS.

Install the latest updates.

Open POS.

Under Company Preferences, click to clear the Shipping Manager option.

Reselect the Shipping Manager option.

Open Shipping Manager settings and reenter your account information. Shipping Manager should now work as intended.

Solution 2: Shipping Manager and QuickBooks Desktop


Close QuickBooks.

Rename the 2 Shipping Manager folders:

One at a time,

Navigate to following location:

C:\Program Files (x86)\Common Files\Intuit\ShippingManager

C:\Users\[WindowsUserName]\AppData\Roaming\Intuit\ShippingManager


Right-click the folder name, choose Rename, and add OLD to the end of the name (...ShippingManagerOLD).

Run a repair of QuickBooks.

Open QuickBooks.

Select File, select Shipping, select FedEx Shipping options or UPS Shipping options, then select Settings...

Re enter your shipping account information. Shipping Manager should now work as intended.

If the issue is still not resolved, Call 1.800.910.6880