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.
- From within Yellow Dog, navigate to
Common Setup and select Levels.
Double click on the department that needs to be made available to the new store to open the Level editor.
- Select
the three black dots to the right of the Stores field
- 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
Select the Interfaces tab on the left, and from the stores selector, check the store(s) that were just made available to the level
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.
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.
From within Yellow Dog navigate to Inventory Levels under Common Setup.
Select Add X – dept, category, subcategory, etc.
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.
On the interfaces tab, assign an inventory account from the drop down under Account/Other
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