Manual: Hierarchy PO Approval Setup
Configuring purchase order approval lets authorized employees review and approve purchase orders before they’re sent to the vendor. This helps ensure purchases are justified, follow financial controls, and are free of errors.
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What features are in System Setup?
System Setup Accounts From here you can set accounts for Manual Adjustments, Inventory, Invoice Expense, Return to Vendor and Global. Autonumber This feature is configured during implementation, where your guide will set up SKU lengths and customize ...How To: Create Manual Adjustment Accounts
Manual Adjustment Accounts categorize inventory adjustments made outside normal operations, making reports easier to sort and filter. They also ensure adjustments are tied to the correct GL account, which is critical for accurate journal entry ...Quick Reference: Employees
Employee creation and management is completed under System Setup > Employees. This section is divided into four parts: Employees Employee Groups Employee Options Employee Roles Employees The Employees section is essential for defining who can access ...Quick Reference: Manual Adjustment Editor
When editing a Manual Adjustment account, the Manual Adjustment Editor will display. Manual Adjustment Accounts categorize inventory adjustments made outside normal operations, making reports easier to sort and filter. They also ensure adjustments ...How To: Create a New Employee
Knowing how to create an employee in Yellow Dog is important because it ensures each user has the proper login, store access, and permissions to perform their role securely and efficiently. All client types How to Add New Employee (4 mins) ...
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How To: Find Your Yellow Dog Inventory Version
Understanding which version of Yellow Dog Inventory you're using is essential when exploring new features, as some enhancements and functionalities are specific to certain versions. All client types can benefit from knowing their Yellow Dog Inventory ...Feature Overview: Par & Re-Order Points
Par levels and reorder points help streamline purchasing in Yellow Dog. Par level is the ideal quantity to keep on hand. Reorder point is the minimum quantity that triggers reordering. You can update par and reorder points in the following locations: ...Tips & Tricks: How do I download and install drivers for my Zebra Printer?
**As a note: Admin rights will be required to complete this task. If you do not have admin rights on your PC, please contact your IT for assistance** ZD410 Desktop Printer Support Site 1. Navigate to Drivers: 2. Select Zdesigner V. 5 Driver for ...How To: Swap the On-Hand/Parent Size (Edit Base Unit)
When managing items with multiple sizes, it’s essential to configure them correctly. The on-hand/parent size should always represent the base unit or smallest measurement, while additional sizes should be created for purchasing or counting sizes. If ...FAQs: What are Bins?
Question: What are Bins? Answer: Bins are optional location identifiers that specify exactly where an item is stored. You don’t need to create bins in advance. You can assign them: In the Stores tab of the item editor Through a Balto import Bins ...