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.
Dimensions in Yellow Dog Inventory are item characteristics (like Size, Color, or Season) that help organize products more precisely, making it easier to search, filter, and report. All client types will use dimensions. The first dimension, size, is ...
This exercise will require permissions to see and edit Production Groups, and if you cannot see or edit these then you will need to reach out to your onsite admin for additional permissions. Within Common Setup navigate to Production Groups, and ...
Events Calendar The Events Calendar is a new feature in Yellow Dog that allows for the user to tag days with event types for filtering reports. You can also search past events using keywords in the Search bar. Setting Up Events First, navigate to the ...
Manufacturer & Vendor Management Vendors and Manufacturers are created and managed in the same section in Yellow Dog Inventory. A vendor is required, while manufacturers are optional, unless your POS requires them. Creating & Editing ...
Understanding which version of Yellow Dog Inventory you're using is essential when exploring new features, as some enhancements and functionalities are specific to certain versions. All client types can benefit from knowing their Yellow Dog Inventory ...
What is a Reorder Point? The minimum quantity you would like inventory of the item to be before ordering more. Items must go below this level to trigger reorder. Items set to 0 will not reorder until you go into negative stock. This is not ...
**As a note: Admin rights will be required to complete this task. If you do not have admin rights on your PC, please contact your IT for assistance** ZD410 Desktop Printer Support Site 1. Navigate to Drivers: 2. Select Zdesigner V. 5 Driver for ...
When managing items with multiple sizes, it’s essential to configure them correctly. The on-hand/parent size should always represent the base unit or smallest measurement, while additional sizes should be created for purchasing or counting sizes. If ...
The Food & Beverage Core Functions User Manual is your key to understanding the potential of Yellow Dog. Whether you're a first-time user or a seasoned pro, this detailed manual will help you understand how to best utilize your Yellow Dog Inventory ...