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 Management – The 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

 

COGS – the 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 Inventories – the 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

 

Reporting – the 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?



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