Count Sheet Enhancements
Order Guides
Users can now create Order Guides through the Count Sheet Module. When an order guide is created users can check the box to ‘Exclude Count Sheet from Mobile App’ which will prevent the order guide from being used as a count sheet during inventory accidentally.
Once items have been added to the count sheet, users will select one of the Order Guide print templates. This template will display the Par and Re-order point for items, and users can print the order guide, take a physical count of the items and quickly calculate how much is needed to bring the item to parUsers have several options Fill to Par options when printing count
sheets
Create New Based On
Now when working with Count Sheets users can select Create New Based on to create a copy for a different location. When this option is selected, users will select the store they wish to copy the count sheet for, and only the items available to that store will be included in the new Count SheetRelated Articles
How do I create a Count Sheet?
This video will demonstrate creating a Count Sheet Count Sheets were designed to help F&B users who are manually counting their inventory. These sheets can be made to mirror the lay out of your establishment, and we refer to this as ...New Feature! Purchasing Enhancements
Bins For clients utilizing the Bin feature, there is now a Bin column in all purchasing documents. Additionally, these documents can be sorted by the Bin column. Attached Files An attached files column has been added to the main screen for each ...How do I create a Purchase Order Worksheet?
Purchase Order Worksheets are a tool that assist in generating POs for multiple stores on a single screen. To create a new Purchase Order Worksheet, select the button “Add”: In the pop up that appears, select the vendor your purchase orders will be ...How to create a Full Physical Inventory
This document will review the full physical process – from creating and committing to reading the Detailed Physical Inventory Report. Creating a Physical Inventory 1. From within Yellow Dog select Physical Inventories under Physical ...Reporting Explained: Troubleshooting- Received Items Not on Any Count Sheet
Business Need: This report is helpful for customers who use Count Sheets. It allows users to see any items received into inventory that are not included on any count sheet. Click Here for more information on count sheets. How it works: This report is ...
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