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.
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 ...
Creating a new item for Retail: Once logged into Yellow Dog navigate to Create New Item Select the Level and Vendor for the item you are creating, and the SKU will be automatically generated.(If the level or vendor do not exist already choose the ...
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 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 ...
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, ...
The document will provide an overview of the Yellow Dog Spot On(Appetize) integration Integration Approach The integration between Yellow Dog and Spot On (Appetize) can be configured to be a 1Way (sales pull only) or 2Way (sales pull and item push) ...
The document will provide an overview of the Yellow Dog InfoGenesis Integration Integration Approach This integration can be setup as a 1Way (Sales Pull Only) or a 2Way (Pull Sales & Push Items) Sales – pulled in from a .txt file provided by ...
This document will provide an overview of the Yellow Dog Shopify Integration Integration Approach This integration can be set up in 4 primary ways: 1Way - pull sales only 2Way – pull sales and push on hands 2Way – pull sales and push items and on ...
This document will provide an overview of the Yellow Dog /Simphony 2Way integration Integration Approach The Yellow Dog/Simphony integration is a 2Way integration Sales – pulled in from files provided by Oracle once per day Codes – pulled from the ...
This document will provide an overview of the Yellow Dog/NCR Silver integration Integration Overview The Yellow Dog/NCR Silver integration is a 2Way integration Sales – Pulled from the NCR API Codes For reporting codes are pulled from the NCR API For ...