This video will demonstrate how to create a Saved Report
Saved Reports
Reports you commonly refer to can be added to your Saved Reports for ease of access. Simply run the report you need, customize it as you want and click “Save Report Template” in the lower right corner. Once it is saved, you can Execute, Rename or Remove the saved reports. For saving reports, the date range of that report *must* be generic, e.g. Last 7 Days, Last Month, Yesterday, etc. If you choose specific date ranges, i.e. 11/01/15 to 11/30/15, you will constantly be running that date range.
Once you have Saved Reports set up, you will be able to set up “Send Saved Reports”. This program will email you the reports you’ve saved to yourself or others on a schedule. Please contact your Implementation Guide for more information on how to set this up.
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 ...
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 ...
This video will demonstrate how to generate a Standard Report? Reports For detailed information on each report, please see the separate manual covering Reports. There are two main report features in Yellow Dog Inventory – Standard Reports and Saved ...
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 ...
This video will demonstrate how to create matrix items Matrices Matrices are a great tool to use for a lot of apparel retail environments. Rather than manually creating each piece in every size/color combination, matrices allow you to create multiple ...
This document will review how to import interface settings for a level using the Balto import tool. Prerequisites Items are required to exist in YD already Items cannot be marked as removed. The stores must also exist in YD Yellow Dog user with ...
This document will review how to update Par & Re-Order Points via the Balto import tool With all Balto imports, be sure not to change any of the column headers in the template. Unused columns can be removed, but the headers should not be edited in ...
This article will review how to update items store availability with the Balto Import Tool With all Balto imports, be sure not to change any of the column headers in the template. Unused columns can be removed, but the headers should not be edited in ...
This document will provide an overview of the Yellow Dog Jonas File Exchange Integration Integration Approach This is a 2Way integration – pull sales and push items • Sales – pulled from a file • Items – pushed to .csv file • Codes – Inserted into ...
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 ...