Quick Reference: Adding new Stores & Levels to Yellow Dog

Quick Reference: Adding new Stores & Levels to Yellow Dog

When you add a new store or level in Yellow Dog, it isn’t automatically available everywhere. You must update settings promptly so items can be created and accounting exports generate correctly.

Interfaces are store-specific. Assign Inventory Accounts and GL codes as soon as possible to avoid export delays.

InfoChanging an item’s status to Inactive or Removed and then restoring it does not affect its assigned Inventory Account or GL code.


Configure a new store

When you add a new store, you must make existing levels available to that store and assign the correct Inventory Account and GL code.

Make levels available to the new store
  1. In Yellow Dog, go to Common Setup > Levels.

  2. Double-click the department (level) you want to update.

  3. In the Stores field, click the three-dot menu.

  4. In the list, find the new store and select its checkbox.

  5. Click OK.

Assign inventory accounts and interfaces
  1. In the Level editor, select the Interfaces tab.

  2. In the Stores selector, select the store you just enabled.

  3. Under Accounting > Other, select the correct Inventory Account from the dropdown.

  4. Save your changes.

All new items created for this store and level will now inherit the correct inventory account.

Configure new levels

When you add a new level, configure its interfaces immediately to ensure correct accounting from the start.

  1. In Yellow Dog, go to Common Setup > Inventory Levels.

  2. Select Add (Department, Category, Subcategory, or other level).

  3. On the Level Details tab:

    • Enter a Code (numeric or alphanumeric).

    • Enter a Description.

    • Select the stores where the level should be available.

  4. Open the Interfaces tab.

  5. Under Accounting > Other, select the appropriate Inventory Account.

  6. Save your changes.

All items added to this level will inherit the assigned inventory account.