Can split cases be accommodated when using EDIs?

Can split cases be accommodated when using EDIs?

Issue: My vendor sells bulk product and allows for partial quantities to be received. Is there a way for that to be accounted for?

Resolution: Yes! Add the vendors size dimension, and vendor SKU to the parent & child item in question. 

For this example, we will be working with cream cheese. The Vendor sells 10/3lbs. Meaning the cream cheese comes as 10 3lb units. Typically, the full 30lbs is ordered, but occasionally 1 or 2 3lb units are ordered instead. 

  1. Confirm the item and the appropriate children have already been created in Yellow Dog. Click Here for more information on creating Parent/Child Items. 

            

  1. Double Click to open the item editor for the parent item and navigate to the Vendor Tab to add the Vendor SKU

 

  1. Navigate to the child items tab, if there are multiple child items navigate the item in question and select Edit this Item. 



  1. The item editor for the child item will open. Navigate to the Vendors tab of the Child item editor. 


  1. Enter the same Vendor SKU entered in Step 2 in the Vendor SKU field and enter the size in the EDI Dimension box. This is case specific and will need be entered exactly as it appear on your copy of the invoice. For example: If the single 3lb unit of cream cheese is listed on my paper invoice as Ea then that is how it needs to be entered in the EDI. Select Save & Close


The next time this split case item comes in on an EDI, the correct child item will be pulled into the your invoice/receipt. 



    • Related Articles

    • 376 How to be an EDI Invoicing Hero

      EDI Invoices can save the day and make invoicing a breeze but if processed incorrectly it can be a hidden troublemaker ready to create inventory mayhem. You can be the hero by following the steps in the below document. This article review how to ...
    • How do I configure EDI Dimensions?

      Setting EDI dimensions allows Yellow Dog to correctly assign inventory items when processing EDI imported invoices if (1) the vendor PN is used for multiple item sizes or (2) if your EDI integration requires this configuration. What is an EDI ...
    • How to Process New Items Created by an EDI

      Proper management of new items created by an EDI ensures purchases are properly recorded and inventory items are accurately maintained. This article is for Yellow Dog Inventory version 376 and prior What is an EDI? An EDI integration allow invoices ...
    • Using Catch Weight Items in Purchasing (F&B)

      Catch weight items are important to identify and process correctly when invoicing to ensure proper inventory management.
    • Troubleshooting: What is the best way to deal with duplicates created by EDIs?

      This video will demonstrate dealing with duplicates
    • 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 ...
    • How do I use Par & Re-Order Points?

      What is a Reorder Point? The minimum quantity you would like inventory of the item to be before ordering more. Items must go below this level to trigger reorder. Items set to 0 will not reorder until you go into negative stock. This is not ...
    • 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 ...
    • Food and Beverage Core Features User Manual

      The Food & Beverage Core Functions User Manual is your key to understanding the potential of Yellow Dog. Whether you're a first-time user or a seasoned pro, this detailed manual will help you understand how to best utilize your Yellow Dog Inventory ...