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 Cycle Count Physical Inventory?
This video will demonstrate how to create a Cycle Count How Do I Perform a Cycle Count in Yellow Dog? When you are conducting a Physical Inventory, but you are not counting all items that you have in your inventory, you are performing what is called ...
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 ...