Best Practices for adding new Stores & Levels

Best Practices for adding new Stores & Levels

This document should be followed for all new stores or levels that are added to Yellow Dog. Following these steps will ensure that all new items created have the correct Inventory Account/GL Code configured. Note: Updating an items status to inactive/removed and bringing it back again will not impact the assigned Inventory Account/GL Code.

New Store – when a new store is added to Yellow Dog any pre-existing levels will need to be made available to that store where applicable. Additionally, users need to select the correct GL Code/Inventory Account for that store and level. This will ensure any new items created for that store and level inherit the correct interfaces.

  1.      From within Yellow Dog, navigate to Common Setup and select Levels.


       






  1.              Double click on the department that needs to be made available to the new store to open the Level editor. 





  1. Select the three black dots to the right of the Stores field    


  1. From the popup, search or scroll to the new store(s) that needs access to the level and check the box(es) to the right of the store(s). Once all new stores have been checked, select OK in the bottom


  1.             Select the Interfaces tab on the left, and from the stores selector, check the store(s) that were just made available to the level



  1.               Once the store(s) have been selected navigate to the Interfaces tab and select the Inventory Account under Accounting Other and select the correct account from the dropdown.


Moving forward all items added to this store and level will inherit this inventory account.


New Levels – When new levels are added, Yellow Dog recommends configuring the interfaces for that level immediately to ensure all items assigned to that level have the correct settings from the start. 


  1.            From within Yellow Dog navigate to Inventory Levels under Common Setup. 



  1.            Select Add X – dept, category, subcategory, etc. 




  1.         On the Level Details tab enter a Code, or numerical value for the level, a description for the level, and select which stores the level should be available to. 


  1.            On the interfaces tab, assign an inventory account from the drop down under Account/Other 


Moving forward all items added to this store and level will inherit this inventory account.

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