Food & Beverage Resource Guide

Food & Beverage Resource Guide

This document will provide resources for all primary functions in Yellow Dog


System Navigation The links below will provide detail on launching, logging in, and navigating around the system.

Navigation Overview

Launching & Logging in

Left Hand Navigation

Navigating Views in Yellow Dog

On Form Help

Blue Hyperlinks

Moving & Sorting Columns

Searching & Using Filters

Tips & Tricks: What actions can be performed via Right Click

 

Item ManagementThe links below will provide detail on creating & managing items for a retail environment

Creating Food & Beverage Items

Creating Vendors

Creating Levels

Creating Dimensions

Overview: What is a No Count Item?

Overview: F&B Details Tab

Overview: Other Details Tab

How To: Add a Child Item

How To: Right Click Set Parent/Child Relationship

How To: Copy an Item

Overview: What is a No Count Item?

How To: Generate an Item History Report

How To: Remove an Item

How To: Bring back a Removed Item

Creating Items with Multiple Sizes

 

Recipes – The links below will provide additional detail on creating & managing Recipes

Recipe Resource Guide

Recipe Behavior Flow Chart

How To: Create Batch Recipes

How To: Create Production Recipes

How To: Create Production Transfer Recipes

How To: Create Menu Item Recipes

How To: Adjust the On Hand of a Recipe

How To: Create Recipe Types

How To: Use POS Item Mapping

How To: Create Production Groups

How To: Create Production Worksheets

 

COGSthe links below will provide detail on creating and assigning Cost of Goods Accounts

Intro to COGS

How To: Create & Assign COGS accounts

COGS Troubleshooting

 

Physical Inventoriesthe links below will provide detail on creating, performing, and reviewing a physical inventory

Physical Inventory Overview

Physical Inventory Checklist

Creating a Physical

How To: Set Effective Date & Time

How To: Add Items to a Physical

How To: Add Manual Counts to a Physical

How To: Add Counts from a Session to a Physical

How To: Add Custom Columns to a Physical

How To: Include a Batch Recipe in a Physical

How To: Create a Count Sheet

How To: Use a Count Sheet in a Physical

How To: Create a Flag

How To: Use a Flag in a Physical

How To: Create a Cycle Count

How To: Use Physical Inventory Filters

How To: Print Physical Inventory Worksheets

How To: Review Variance Costs & Quantities

What is a Session?

What are the recommended Physical Inventory Reports?

 

Purchasing -The links below will provide detail on the creating & managing Purchasing

 

Purchasing Overview     

How To: Convert a Purchasing Document

How To: Create a Request

How To: Create a Purchase Order

How To: Create an Invoice

How To: Alias Items from EDI

How To: Create a Return to Vendor

How To: Use Pre-Allocate & Split Line

How To: Add items based on Par

How To: Include Expenses on Invoices

How To: Partially Receive/Invoice a Purchase Order

How To: Remove a Purchasing Document?

How To: Cancel a Purchase Order

 

Reportingthe links below will provide detail on various reports that are useful to a F&B team

Reporting Explained: Summary by Period

Reporting Explained: Inventory on Hand

Reporting Explained: Inventory Adjustments - Manual

Reporting Explained: Sales by Day

Reporting Explained: Actual VS Theoretical by Item

Reporting Explained: Cost Reporting – COGS Detail

What are POS Only Reports?

How To: Create a Saved Report

 

 System Functions -The links below will provide additional detail on System Setup functions. This includes installing Yellow Dog, creating employees, store configuration options, editing print templates, and interfaces.

How To: Install Yellow Dog on a PC

How To: Install Yellow Dog on a Mac

How To: Configure a Store

How To: Create a New Employee

Employee Permission Guide

How To: Setup Password Recovery

How To: Update Print Templates for Labels

How To: Update Print Templates for Purchasing Documents

What are Interfaces?

What is Closeout Date?



    • Related Articles

    • Retail Resource Guide

               This document will provide resources for all primary functions of Yellow Dog System Navigation – The links below will provide detail on launching, logging in, and navigating around the system.  Navigation Overview Launching & Logging in Left ...
    • Employee Permissions Guide

      Yellow Dog Inventory has an extensive list of feature permissions that can be allowed or disallowed to individual employees or groups of employees. Applied to Stores:  Here you can determine what stores a user has access to.  Chose the … to select or ...
    • Bidding User Guide

       *Bidding is available in Version 374+* This document will review enabling, configuring, and using the bidding feature in Yellow Dog. The bidding feature allows users easily import bid pricing from multiple vendors that the system will then sort ...
    • Reporting Explained: Order Guide

      Business Need:  This report is helpful for users who want a report to show items on hands, available vendors, and pricing for a particular store.  This report is especially useful when looking to compare pricing across vendors.  How it ...
    • Recipe User Guide

      What is a Recipe? This document will provide a comprehensive overview of the Recipe Module in Yellow Dog. Let’s start with the basics – What is a Recipe? A recipe is a group of items that are combined to be sold as a single item in the Point of Sale. ...
    • Recent Articles

    • Send Saved Report Emailing

      You can configure saved reports to be automatically emailed to you and/or team members on a set schedule. How do I schedule daily email reporting? You can configure saved reports to be automatically emailed to you and/or team members on a set ...
    • Purchasing Flow for Food and Beverage

      The Yellow Dog Inventory purchasing flow ensures that all aspects of inventory management, from restocking to adjusting errors in transfers, are covered systematically. Each document type in the flow serves specific functions that collectively ...
    • Updating Count XL Application

      You may need to update your Count XL application on your handheld device to ensure it runs properly and smoothly. If you have received the following errors, your Count XL application may need to be updated: • “Invalid network error” • “API error” • ...
    • Removing Items with On-Hand Quantity (Decimal)

      You might encounter difficulty removing specific inventory items due to an error indicating that the item cannot be removed since its on-hand quantity is not zero, possibly because the decimal point is not properly adjusted. Changing the Decimal ...
    • ZD411 Printer Troubleshooting

      Labels Skipping When Printing When you are not able to print labels or labels are skipped when printing you will need to adjust the sensor inside the printer. If your labels are skipping when printing, make sure you have adjusted your sensor. To do ...