CountSheets

362+

Release Date: Winter 2019

Table of Contents

Summary

This document provides detailed information on navigating the Yellow Dog F&B Count Sheets.  You can also request additional training by contacting Support. 

Support Information

Support Hotline:   757.663.7514 (9am – 6pm EST Monday – Thursday, 9am-5pm Friday)

Emergency Support:   757.818.9360, option 2

Submit Tickets to Support:   Portal.Yellowdogsoftware.com 

Click here to schedule a one-hour training session.  Training is up to one hour and free of charge to any customers currently on support.

To access our Knowledge Base, click here. 

Pre-configuration

Use of the Yellow Dog F&B Count Sheets is only compatible with Yellow Dog version 362 (or higher), and for hosted customers. If you are currently on another version of Yellow Dog or not hosted, you will need to consult your Implementation Guide or contact Support for upgrade scheduling or about becoming hosted. 

To install the Yellow Dog F&B Count Sheets mobile app navigate to the iTunes/Android marketplace and search “CountSheet”. 

Once downloaded, you will need your Client ID. This information can be obtained from your Implementation Guide or by contacting Support.  

This app works in conjunction with the Yellow Dog client. Users will create Count Sheets, with sheet-to-shelf capability, in Yellow Dog that will be accessible on the mobile app for inventory data collection. 

Login

To login to the App, enter your Client ID and Yellow Dog Username and Password. 

Help information is located on the main screen by clicking the blue hyperlink. This will display Yellow Dog contact information and App Info. 

 

Settings

Tap the Setting icon towards the bottom of your screen to sync the app to Yellow Dog. This will make any newly created count sheets, items and labels available. You can select to sync one or all three of those components. You can also set up to immediately update on opening the app by turning on “Fetch on Start Up”.

Sessions Screen

The sessions screen is used to create new sessions and to edit existing sessions that have not been finalized. 

Each session will have displayed what Count Sheet was used, the description of that session, last time it was uploaded and number of items on the count sheet. 

Before Creating a Session 

Before creating a session, a sync of all Items, Count Sheets and Labels should be done. If you do not have Fetch on Start up enabled you will need to annually sync by navigating to the Settings Screen and clicking on      . This will ensure that all newly created items and count sheets appear in the app. 

Creating a New Session 

To create a new Session, click on the + icon on the top left on the Sessions screen. 

You will need to enter a name for the session. It is recommended to use Store Code/Name (if multiple stores exist), Date and User Name.

Next you will choose a Count Sheet to use from the dropdown menu. 

Note: Count Sheets need to be created in Yellow Dog and then sync’d on the device to appear in this drop down. 

Lastly, tap Create. 

Adding Counts

Once you create a session, the count sheet you’ve selected will populate in the same order it was organized in the client. 

Each item will have the Size, Primary Vendor, UPC and Cost displayed. This information cannot be edited in the app.

To Start counting, tap the first item. You will see a keypad popup, enter in the counts for that item and tap “Enter”. This will automatically move on to the next item to count. 

The Description will change to a blue font for the item you are currently counting.. You will see your previous counts to the left of the item’s size in black and yellow. Yellow Dog recognizes fractions, decimals, whole numbers and is able to preform all calculator related functions. 

Adding Additional Items to a Session 

If you come across items that do not currently exist on the selected Count Sheet you’ve chosen, you can add items by minimizing the keypad and clicking on the Green + on the bottom right of the screen. 

This will bring up the full list of your inventory items. You can use the search bar to look for specific items or scroll thru the list to select the missing item. 

You will then be able to find those newly added items at the end of your current count sheet. 

Keep in mind, to make those additions permanent you will need to edit the Count Sheet in the Yellow Dog client. 

Uploading vs Finalizing Count Sheets 

There are two options to get your sessions into Yellow Dog. By tapping on the  (cloud with the up arrow) in the upper right, you will be prompted to Upload Session or Finalize Session. When this icon is grey, it signifies that the current session has never been uploaded. 

Uploading the Session allows the selected Session to still be accessible and editable on your mobile device while saving counts to the Yellow Dog Client. We recommend using this selection periodically during the inventory process. You can upload sessions as often as you like. 

If you are 100% finished with your session, you should select Finalize session. This will upload the session and remove it from your mobile device. If changes need to be made to any counts you will need to edit them in the main Physical Inventory editor once the session has been brought in. 

The only way a Finalized Session will reappear on your mobile device when “Force Recount” has been selected in the Yellow Dog Client for that session.