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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Feature Overview: System Setup
Admin / power user · Yellow Dog Inventory 2026 WHY IT'S IMPORTANT System Setup is the administrative module where you manage users and global preferences. It defines how Yellow Dog Inventory operates across your entire organization, so the settings ...How To: Update Default sort order of items in Reporting
This setting lets you control how items are sorted by default in reporting, helping you organize inventory to match your business needs. You must have the following permissions: System Setup Options (under System Setup) View and edit Inventory (under ...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 ...
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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 (Base Unit) Size
End user · Yellow Dog Inventory 2026 WHY IT'S IMPORTANT The on-hand (parent) size is the base unit—the unit Yellow Dog Inventory uses to track on-hand quantity and to convert every purchasing and counting size. When an item with multiple sizes is set ...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 ...