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.

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