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