Issue: My session has been marked as processed, but I still need to use it. Is there are a way to mark it as unprocessed?
Resolution: There is no way to un-mark a session as processed, but the session can be exported to a CSV file, and reimported into a physical, or other document.
Once logged into Yellow Dog navigate to the Sessions Module:
Select the session in question, double click to open the session editor and select Export.
Select Comma-Separated Values(CSV) & OK.
Name your file and note where you are saving the file so that you can locate it to import it into your physical later on.
Your file is now ready to imported into your Physical.
Navigate to the Physical Inventory Module and select Physical Inventories
Select Create New Physical
Select which store you would like to create the physical for
Confirm Add Active items is selected if you are doing a full physical and select from other options if you are performing a cycle count and select Next.
Yellow Dog recommends leaving the box Skip Items with zero on hand unchecked to ensure no items are missed and select Next.
10. You may need to initially highlight an item in the list, but then choose Select All xyz items...
Select Add Counts from an Excel, CSV, or text file and choose next
Select the three black dots to the right of Import File to navigate to the file you saved in Step 4.
If the file you are importing has a header then check the Box, Data has a header row with column descriptions. Match the column containing the SKU or UPC and the column containing the qty you counted and choose next. *as a note: these are the only two columns required for this.
Confirm that you would like to bring all the items from your file into the Physical, either choose Select All xyz… or highlight the items you wish to omit and choose Remove Selected.
You will now see you file appear as column, like any other session. If you need to bring in additional sessions that were counted on a device and not from a file you can now select Import Counts From to bring in other sessions as you normally would.
Typically, the cause of this issue is that the session was made for the incorrect store, or the date created is more that 30 days from today and the session is listed as expired. Yellow Dog presumes that any session older than 30 days is from a ...
This video will demonstrate how to use Count Sheets in your Physical How Do I Use Count Sheets in my Physical? When using Count Sheets to perform your physical inventory, first select and print the Count Sheet you will be using and count your items. ...
This video will demonstrate how to create a Cycle Count How Do I Perform a Cycle Count in Yellow Dog? When you are conducting a Physical Inventory, but you are not counting all items that you have in your inventory, you are performing what is called ...
This video will demonstrate how to sync your PA520 Handheld Performing a Physical Inventory with a Data Collector (YDIMobile) 1. Make sure the device is connected to your PC via the cradle or USB cable. To test if the handheld is truly ...
This video will review the various views in Yellow Dog Inventory Items Screen You can change what data is shown on the inventory items screen by using the Views, Columns, and Filters on the top of the inventory items screen. Views There are ...
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 ...
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 ...
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” • ...
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 ...
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 ...