How To: Set Up Split Case Items for EDI Receiving

How To: Set Up Split Case Items for EDI Receiving

End user  ·  Yellow Dog Inventory 2026

Caution: This workflow applies to clients on version 376 and earlier. Clients on version 377 and later use Retriever to handle split case items during EDI receiving, and the steps below do not apply to that workflow.

 WHY IT'S IMPORTANT

When a vendor sells product in bulk cases but allows partial quantities to be received — for example, a vendor selling cream cheese as 10 x 3 lb units, where the full 30 lb case is typically ordered but occasionally only 1 or 2 of the 3 lb units come in instead — Yellow Dog Inventory can automatically match the correct child item during Electronic Data Interchange (EDI) receiving. This requires adding the vendor's SKU and the case size (EDI Dimension) to both the parent and child items so incoming EDI data maps to the correct on-hand counts.

 PREREQUISITES

•     The parent item and its child item(s) are already created in Yellow Dog Inventory.

•     Your vendor's SKU, and how the vendor represents the split-case size on your paper invoice (for example, Ea for a single unit).

 STEP BY STEP

Add the Vendor SKU to the Parent Item

1.   Double-click the parent item to open the item editor.

2.   Navigate to the Vendors tab.

3.   Enter the vendor's SKU in the Vendor SKU field. Select Save.

Add the Vendor SKU and EDI Dimension to the Child Item

1.   From the parent item's Child Items tab, select the child item in question and choose Edit this Item.

2.   In the child item editor, navigate to the Vendors tab.

3.   Enter the same Vendor SKU used on the parent item.

4.   Enter the case size in the EDI Dimension field. This is case-specific and must be entered exactly as it appears on your paper invoice — for example, if a single 3 lb unit is listed as Ea, enter Ea.

5.   Select Save and Close.

The next time this split case item is received via EDI, Yellow Dog Inventory automatically pulls in the correct child item on the invoice or receipt.

 RELATED ARTICLES

•     Feature Overview: Managing Inventory Items with Multiple Sizes

Last reviewed: July 2026  ·  Applies to: Yellow Dog Inventory 2026


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