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.

Changing 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.

• Related Articles

• Quick Reference: Employees

  Employee creation and management is completed under System Setup > Employees. This section is divided into four parts: Employees Employee Groups Employee Options Employee Roles Employees The Employees section is essential for defining who can access ...

• How To: Create a New Employee

  Knowing how to create an employee in Yellow Dog is important because it ensures each user has the proper login, store access, and permissions to perform their role securely and efficiently. All client types How to Add New Employee (4 mins) ...

• How do I import item updates/changes into Yellow Dog?

  Yellow Dog provides the ability to import items into the database. Using this feature must be done with extreme caution. If mistakes are made during the import process, and development is required to rectify those mistakes, there will be a labor ...

• How To: Remove a former Employee from Yellow Dog

  When an employee leaves your organization, remove the employee record instead of reusing it. Removing the record preserves the accuracy of historical data and maintains a clear record of work performed by the new employee. Reusing a former employee’s ...

• How To: Update the Default Name of Levels

  This default naming structure of levels can be update to terminology that makes the most sense for your organization. The default naming structure for levels is: I Dept II Sub-Dept III Cat IV Sub-Cat All client types Changing Level Labels (1 mins) An ...

• Popular Articles

• How To: Find Your Yellow Dog Inventory Version

  Understanding which version of Yellow Dog Inventory you're using is essential when exploring new features, as some enhancements and functionalities are specific to certain versions. All client types can benefit from knowing their Yellow Dog Inventory ...

• Feature Overview: Par & Re-Order Points

  Par levels and reorder points help streamline purchasing in Yellow Dog. Par level is the ideal quantity to keep on hand. Reorder point is the minimum quantity that triggers reordering. You can update par and reorder points in the following locations: ...

• Tips & Tricks: How do I download and install drivers for my Zebra Printer?

  **As a note: Admin rights will be required to complete this task. If you do not have admin rights on your PC, please contact your IT for assistance** ZD410 Desktop Printer Support Site 1. Navigate to Drivers: 2. Select Zdesigner V. 5 Driver for ...

• How To: Swap the On-Hand/Parent Size (Edit Base Unit)

  When managing items with multiple sizes, it’s essential to configure them correctly. The on-hand/parent size should always represent the base unit or smallest measurement, while additional sizes should be created for purchasing or counting sizes. If ...

• FAQs: What are Bins?

  Question: What are Bins? Answer: Bins are optional location identifiers that specify exactly where an item is stored. You don’t need to create bins in advance. You can assign them: In the Stores tab of the item editor Through a Balto import Bins ...