How do I Configure a Store?
Stores
This section allows you to see Store setup information such as Revenue Center IDs, Accounting IDs, Company IDs and different store behaviors.
By choosing to edit a store, you can take a closer look at the specific settings available. Some information such as the Store Key, Code and Name can only be set by Yellow Dog. Generally, access to editing store information is limited to Admin users of the system.
Here you can edit the Accounting ID information, Company ID information, Square Feet and add any store Notes.
Store Lists
Allows the user to create groups of stores into a list for reporting. This eliminates the need to select stores individually that you need to group together for reporting. Simply set up the list here and any time there is a store filter, if the user has access to the store they will be able to choose the store or the lists.
Closeout Method
Use the drop down to set the specific closeout method for the store. This is a perpetual rolling date, so you don’t have to constantly reset. Keep in mind, based on the closeout date determined in the Global Options, the database will respect whichever is the most recent.
End of Day
This should be set to when the Store closes to aid in rolling up transactions for the previous day.
Store Types
You can also set a store to be a Production Transfer Store or a Warehouse.
If a store is used to produce goods (recipes) that will be transferred to other stores as finished product you will want to set the store as Production Transfer. This will make sure that ingredients are deducted from this location when transferred.
By selecting that the Store is a Warehouse, additional reporting options will be made available based on the ability to use this location to resupply others.
Recipe Ingredient Rollup
For most F&B operations the ingredient rollup should be used to help keep item history manageable. This will summarize the use of ingredients into a single transaction per day.
Store Addresses
Using this tab, you can also associate Ship and Bill to address information for the store that you can chose to have populate in various print templates.
Store Approval Types
Use this section to set up the different store approval types for Hierarchical PO approvals. Once you’ve created the types you need you will be able to assign them to stores.
Related Articles
Best Practices for adding new Stores & Levels
This document should be followed for all new stores or levels that are added to Yellow Dog. Following these steps will ensure that all new items created have the correct Inventory Account/GL Code configured. Note: Updating an items status to ...What is Auto Transfer and how do I configure it?
Auto-Transfer give users the ability to have on hands pull from a primary location to a secondary satellite location. An example use case for this would be a primary location that may also have supplemental kiosk locations. When this feature is ...How do I create Production Worksheets?
Production worksheets effectively give users the ability to create prep lists, that can be based on Purchasing Requests or created ad hoc. This worksheet will pull in Recipes that can then be printed as summarized lists of recipes or itemized with ...How do I create a new Transfer Worksheet?
Transfer worksheets allow users with warehouse locations that transfer product to additional locations to easily create those transfers based on requests, or ad hoc. *As a note: Worksheets visibility is based on permissions, and if you cannot see ...How do I create a Full Physical Inventory with a PA520?
This video will demonstrate how to create Full Physical Physical Inventory Physical Inventory Yellow Dog Inventory gives you the ability to periodically check actual on-hand counts against the counts as reported by Yellow Dog Inventory, and then ...
Recent Articles
Yellow Dog/Jonas API Overview
This document will provide an overview of the Yellow Dog Jonas API Integration Integration Approach This can be set up as a 2Way – Items are pulled from us, and sales are pushed or 1Way sales are pushed. NOTE: Jonas controls the flow of sales and ...Email Invoice Processing – Error response received when processing unsupported file type
Yellow Dog Inventory Troubleshooting: Email Invoice Processing – Error response received when processing unsupported file type Issue: User received the following unsuccessful processing response when sending an invoice for invoice staging: “The ...Feature Overview: Client ID
What is a Client ID? The Client ID is a unique identifier assigned to each Yellow Dog Inventory system. Who is it for? The Client ID will be used by any user that will access a Yellow Dog mobile or web app. What is it used for? A Client ID is ...Feature Overview: Password Recovery
What is Password Recovery? Password Recovery is a built-in feature that allows Yellow Dog users to securely reset their login credentials independently by answering predefined security questions. This self-service option reduces the need for ...Feature Overview: Retail Price Fields
Yellow Dog offers 3 different retail price fields (Default Retail, Current Retail, Starting Retail) in the item editor to provide different retail price tracking functions. Where: Item Editor > Retail Details tab Who: Retail users who manage retail ...