How To: Updates Items to Base Unit Configuration
With Base Unit setup, the on-hand size will be the base unit (the smallest, most basic unit of measure for the inventory item).
The benefits of this approach are:
- Standardization: Base Units ensure consistency in inventory tracking, making it easier to compare quantities across different items and transactions.
- Flexibility for Conversions: Base Units support easier unit conversions.
This article is for existing Food and Beverage clients that do not currently have items configured with Base Units, but would like to update their item configuration to follow Base Unit standards.
- Any new Food and Beverage client from 2025 and beyond will already have their inventory items configured with a Base Unit setup and do not need to follow the instructions in this article.
- If you were a client previous to 2025, you may not have your items configured to align with Base Unit setup. You are not required to update your item configuration but it is STRONGLY recommended.
Step 1: Create a Base Unit Size
Step 2: Set the Base Unit Size as the On-Hand (Parent) Size
Video: Setting the Base Unit as the On-Hand Size (1 min)
Related Articles
FAQs: What are Base Units?
Q: What are Base Units? A: A base unit is the smallest, most basic unit of measure for an inventory item. In the configuration of an item, the base unit will be the on-hand size (parent size) that displays in reporting. Figure 1. An example of an ...How To: Swap the On-Hand/Parent Size (Edit Base Unit)
When managing items with multiple sizes, it’s essential to configure them correctly. The on-hand/parent size should always represent the base unit or smallest measurement, while additional sizes should be created for purchasing or counting sizes. If ...Feature Overview: Managing inventory items with multiple sizes
Items are often purchased, transferred, and sold in different sizes. Yellow Dog supports multiple sizes for a single item so you can track inventory, costs, and usage accurately across all workflows. Configure item sizes in the Inventory Items ...Quick reference: Break base unit and related size relationships (Breaking Parent/Child Relationships)
If a base unit item has related sizes for purchasing, counting, or recipes that are no longer needed, you can break the parent-child relationship. This action converts each related item into a standalone item. Break Parent Child Relationship is ...Quick Reference: Item Types & Behaviors
Knowing the different item types is essential for accurate inventory tracking and clean financial reporting. Each type—whether matrix, parent-child, kit, or no count—controls how items are counted, sold, and expensed. Using the right type streamlines ...
Popular Articles
How To: Find Your Yellow Dog Inventory Version
Understanding which version of Yellow Dog Inventory you're using is essential when exploring new features, as some enhancements and functionalities are specific to certain versions. All client types can benefit from knowing their Yellow Dog Inventory ...Feature Overview: Par & Re-Order Points
Par levels and reorder points help streamline purchasing in Yellow Dog. Par level is the ideal quantity to keep on hand. Reorder point is the minimum quantity that triggers reordering. You can update par and reorder points in the following locations: ...Tips & Tricks: How do I download and install drivers for my Zebra Printer?
**As a note: Admin rights will be required to complete this task. If you do not have admin rights on your PC, please contact your IT for assistance** ZD410 Desktop Printer Support Site 1. Navigate to Drivers: 2. Select Zdesigner V. 5 Driver for ...How To: Swap the On-Hand/Parent Size (Edit Base Unit)
When managing items with multiple sizes, it’s essential to configure them correctly. The on-hand/parent size should always represent the base unit or smallest measurement, while additional sizes should be created for purchasing or counting sizes. If ...FAQs: What are Bins?
Question: What are Bins? Answer: Bins are optional location identifiers that specify exactly where an item is stored. You don’t need to create bins in advance. You can assign them: In the Stores tab of the item editor Through a Balto import Bins ...