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.

    • Related Articles

    • What are Yellow Dogs Best Practices for Physicals for Retail Customers?

                            Retail Physical Inventory Best Practices                       The following are our teams’ best practices for taking a Retail physical inventory gathered over hundreds of implementations.  Following these guidelines will ensure ...
    • What are Yellow Dog's Best Practices for Physical Inventories for F&B Customers?

                                                   Best Practices   F&B Physical Inventory Best Practices                                                                                                                                                      ...
    • How do I create and manage levels?

      Inventory Levels Levels are how inventory items are categorized in Yellow Dog Inventory and are used for reporting. Typically, the hierarchy is as follows:   Level 1 = Department Level 2 = Sub-Department Level 3 = Category Level 4 = Sub-Category   ...
    • New Feature! Stores Tab Enhancements

      Now in the Stores tab of the item editor, users can see a total sum of hands and costs for an item in all locations. Similarly, to reporting, highlighting certain locations will display sub totals for the selected locations.                         
    • What are Yellow Dogs Best Practices for managing Retail Prices?

      To ensure that Retail Prices continue to reflect accurately in your Point of Sale, Yellow Dog recommends limiting who has access to the ability to Edit Retail Prices. This will prevent any accidental or unplanned changes to Retail Prices. Permissions ...
    • Recent Articles

    • Send Saved Report Emailing

      You can configure saved reports to be automatically emailed to you and/or team members on a set schedule. How do I schedule daily email reporting? You can configure saved reports to be automatically emailed to you and/or team members on a set ...
    • Purchasing Flow for Food and Beverage

      The Yellow Dog Inventory purchasing flow ensures that all aspects of inventory management, from restocking to adjusting errors in transfers, are covered systematically. Each document type in the flow serves specific functions that collectively ...
    • Updating Count XL Application

      You may need to update your Count XL application on your handheld device to ensure it runs properly and smoothly. If you have received the following errors, your Count XL application may need to be updated: • “Invalid network error” • “API error” • ...
    • Removing Items with On-Hand Quantity (Decimal)

      You might encounter difficulty removing specific inventory items due to an error indicating that the item cannot be removed since its on-hand quantity is not zero, possibly because the decimal point is not properly adjusted. Changing the Decimal ...
    • ZD411 Printer Troubleshooting

      Labels Skipping When Printing When you are not able to print labels or labels are skipped when printing you will need to adjust the sensor inside the printer. If your labels are skipping when printing, make sure you have adjusted your sensor. To do ...