What are Yellow Dogs best practices for catching up on purchasing?
Yellow Dog understands that every team is busy, and sometimes things fall through the cracks. Below are Yellow Dogs best practices for when you need to catch up on purchasing.
Purchase Orders:
- Review the items locked report. This can be located within the Troubleshooting Folder of Standard reports and will identify which items are on purchase orders that have not been received/invoiced.
- Now that you have identified which POs the items are on, you have two choices: If these POs are less than 30 days old and a physical has not been performed you will want to likely consider receiving/invoicing the product. If a physical has been performed, then you will want to mark these POs as cancelled to resolve the On-Order qty. Because a physical has been performed the on hands have already been accounted for. How do I cancel a PO?
Receipts/Invoices
- Review any open Receipts/invoices. This can be done within the Receipt/Invoice areas by filtering to only Receipts/Invoices with a status of Open.
- Now that you have identified the Open Receipts/Invoices similarly to POs there are two choices to resolve: If they are less than 30 days old and a physical has not been performed you will want to consider committing the document. If a physical has been committed, you will want to zero out the quantity to update the status to rescinded. Because a Physical has been committed the on hands have already been updated to account for this product. How to remove a purchasing document?
Transfers:
There are two configuration options for Transfers: The on hands can be deducted from the issuing store at the time the Transfer is issued, or the on hands can be deducted from the issuing store at the time the Transfer is accepted.
This configuration often occurs at the time of implementation, but can be reviewed within System Setup>Options>Global
For Transfer that have been issued but not accepted, within the last 30 days, and a Physical Inventory has not occurred, Yellow Dog recommends accepting the transfers. If Physicals have occurred in both the issuing and accepting store then the on hands have been accounted for and Yellow Dog recommends updating the issued and accepted quantities to 0, selecting save and close and confirming the status updates to Rescinded.
If a Physical has only occurred in the issuing store and Transfers are configured to deduct at the time of issuance, then you may want to accept the transfer to update the on hand in the accepting store. If a physical has only occurred in the issuing store, and Transfers are configured to deduct at the time of acceptance, then Yellow Dog recommends updating the issue and accept quantity to 0 to update the status to rescinded and perform a manual adjustment to update the on hand in the accepting store as the on hands would be update to date in the issuing store as a result of the physical.
Related Articles
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 ...What are Yellow Dogs Best Practices for managing Retail Prices?
To ensure that Retail Prices continue to reflect accurately in your Point of Sale, Yellow Dog recommends limiting who has access to the ability to Edit Retail Prices. This will prevent any accidental or unplanned changes to Retail Prices. Permissions ...What are the best practices Operations Manuals for F&B?
The Yellow Dog Inventory F&B Operations Manuals contain checklists that provide the end-user with basic task information on what you need to accomplish over the course of a month to set yourself up for success with Yellow Dog Inventory. If you need ...What are Yellow Dogs best practices for breaking Parent/Child Items?
Yellow Dog can create related or Parent/Child Items, and an example could be bottles of wine- they are ordered by the case and sold by the bottle. Yellow Dog also provides the ability to Swap or break those relationships. Click Here for a step by ...What are Yellow Dogs best practices for swapping Parent/Child Relationships?
Yellow Dog can create related or Parent/Child Items, and an example could be cans of soda- they are ordered by the case and sold by the can or each. In a traditional Parent/Child relationship the Case would be the Parent and the Can/each would be the ...
Recent Articles
Yellow Dog/Resort Suite Integration Overview
This document will provide an overview of the Yellow Dog Resort Suite Integration Integration Approach This is a two-way file exchange integration – we pull sales and push items Sales – pulls sales from a CSV file Summary: will provide sales as a ...Yellow Dog/Spa Soft Integration Overview
This document will provide an overview of the Yellow Dog Spa Soft Integration Integration Approach This is a 2Way integration – pulling sales and pushing items Sales – pulled in from the Spa Soft API Multiple RVCs are support per Yellow Dog store ...How To: Create Interface Codes for Spa Soft
This document will review creating new interface codes for the Spa Soft Integration in Yellow Dog Software Overview If additional Department, Class, Division, Cuserdef1, Cuserdef2, Cuserdef3, PMS Posting IDs need to be added to items in Yellow Dog ...Yellow Dog/Brink Integration Overview
This document will provide an overview of the Yellow Dog Brink Integration Integration Approach This is a 1Way Integration – pulling sales only Sales – pulled in from the Brink API Mapping Recipes For ingredients to be depleted from inventory, all ...Best Practices for Collecting Inventory Accounts During Business Hours
This document will provide recommendations for clients who must count during business hours. Yellow Dogs best practice for performing a physical inventory is to capture counts outside of business hours, however; Yellow Dog understands that there are ...