How do I create and manage levels?

How do I create and manage levels?


Inventory Levels

Levels are how inventory items are categorized in Yellow Dog Inventory and are used for reporting. Typically, the hierarchy is as follows:

 

Level 1 = Department

  • Level 2 = Sub-Department
    • Level 3 = Category
      • Level 4 = Sub-Category

 

So, the level scheme for an item might look something like this:

 

Department = Food Inventory

  • Category = Protein
    • Sub-Category = Beef
      • Sub-Sub-Category = Grass Fed

 

 

 

The amount of Levels created and used in the system is fully customizable. You may only require 1 level while another company would require all 4 levels in their tree structure. This is completely up to you and should be discussed and determined before the installation of Yellow Dog Inventory. 

At any point, with the correct permissions, users can create, rename, remove, and perform any other edits to the Inventory Levels in the system.

Creating New Levels

  • Open the Inventory Levels screen, choose either Add Department or select an existing department and click Add Category under…
  • Enter a Code (numeric), description, and check the box(es) next to the store(s) that the level will be available in.
  • Temporary levels are used by EDI syncs to create new items. Items in these levels need to be moved to their permanent levels weekly as part of new EDI item management.

  

  • From the Interfaces tab, you can customize how Yellow Dog Inventory communicates with your POS system. Select which stores’ interfaces you’d like to see in this window to reduce the number displayed. This will especially help clients with large enterprises on a single database.
    Please see the section on Interfaces for a brief overview of them and contact your implementation guide if you have specific questions.

Managing Levels


NOTE: There are many shortcuts throughout the system that will take you to the Levels Editor. Just look for the blue hyperlink.

Right click on any level from the Inventory Levels screen and this list of options will appear.

  • Removing levels cannot be done unless there are no items assigned to that level. Otherwise, a popup notification will appear.
  • Take care when merging levels. This cannot be undone except to recreate the merged level and move the items back manually.
  • Levels can be moved by selecting the level you wish to move, right-clicking, then hitting Move and choosing where you want it to go.

    • Related Articles

    • How do I create Matrices?

      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 ...

    • 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 ...

    • How do I create an Invoice?

      This video will demonstrate how to create an Invoice Invoice Records Invoices are usually received after or accompanying your products’ delivery. Invoices will contain your freight, handling, discounts, etc.   Convert a Receipt or Purchase Order into ...

    • How do I create Dimensions?

      This video will demonstrate how to create Dimensions   Common Setup During implementation, your Guide will walk you thru the setup options, however you may find it necessary to make changes, add more details, or edit existing setup options. To do so, ...

    • How do I create a Production Recipe?

      This video will demonstrate how to create a Production Recipe How Do I Create A Production Recipe in Yellow Dog? The first thing you will need to do when creating a production recipe in Yellow Dog is create the item that is going to be attached to ...

    • Recent Articles

    • 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 ...

    • 377 Food & Beverage Webinar

      Curious about Yellow Dog Inventory version 377? New features, smarter workflows—watch the 377 Webinar now! Want to join the live webinar? We're hosting the 377 Food & Beverage Webinar weekly. Click HERE to sign up.

    • 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 ...

    • Yellow Dog/Silverware Integration Overview

      This document will provide an overview of the Yellow Dog Silverware Integration Integration Approach This can be setup as a 2Way – Push items and Pull sales or a 1Way – Pull sales Sales – Pulled from the Silverware API Codes – Pulled from the ...