How To: Create a Request in YD Mobile

How To: Create a Request in YD Mobile

End user  ·  Yellow Dog Inventory 2026

 WHY IT'S IMPORTANT

Requests signify that inventory items need to be purchased. Creating a request in YD Mobile lets you flag items for purchasing in real time while you are on the floor, so the items you need are captured and ready to move into the purchasing process.

 PREREQUISITES

•      YD Mobile installed and logged in to your Yellow Dog Inventory account

•      Permission to create requests

•      A store selected (if you have access to more than one store)

 STEP BY STEP

Create a request

1.    From the Home screen, press Requests.

2.    Press the + icon at the top right.

3.    Select Open Request Details.

4.    Enter the relevant information for the request (see the field reference below), then swipe down to return to the previous screen.

5.    Swipe up on the bottom menu to see the Add Items From options, then select the method you want to use to add items:

a.     Scanner — scan SKUs or UPCs to pull in items.

b.     Item Lookup — search the list of items assigned to the store and select items to add.

c.      Item Lists — pull in an existing item list.

d.     Count Sheets — pull in an existing count sheet.

e.     Items Below Reorder — pull in items below their reorder points.

6.    Once items are added, set a quantity for each item using the + or − buttons, or press the quantity field to type a quantity.

7.    Use Long Press to Commit to submit the request.

Note: If you add an item by mistake, press and hold the item for the option to delete it from the request. You can also view item details after pressing and holding the item.

Request details field reference

On the Editing Request Details panel, enter information in the fields below as needed:

•      Need By Date — the date the items are needed by.

•      Description — a short description of the request.

•      Reference — a reference for the request.

•      Request Type — the type assigned to the request.

•      Notes — notes for the request.

•      Instructions — instructions for the request.

 RELATED ARTICLES

•      How To: Create Manual Adjustments in YD Mobile

•      YD Mobile Manual

Last reviewed: June 2026  ·  Applies to: Yellow Dog Inventory 2026

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