How To: Create Interface Codes for Book4Time

How To: Create Interface Codes for Book4Time

This document will review creating new interface codes for the Book4Time Integration in Yellow Dog Software

Overview 

If additional Class, SubClass, Departments, or Brands need to be added to items in Yellow Dog users can create the new interface codes themselves with the correct permissions. 
Note: Users will need to confirm with Book4Time what the Code and Description should be prior to creating them. 

Required Permissions 

To complete this task users will need access to see and edit interfaces. If your user does not have this permission, you will need to reach out to your on-site Admin for assistance. 

Creating Codes 

From within Yellow Dog navigate to Interfaces under System Setup 


From the Stores option at the top of the screen, select the three dots on the far right, and select the store in question. Note: Best practice is to select one store at a time.


Once the store has been selected, users will see the various sections of interfaces that are set for their system – typically users will see one area per Point of Sale. For Book4Time, however users will utilize the section that is called ‘Generic’ Users will note that the options for Generic all have a   next to them. This indicates that a code can be added. NOTE: The labels ‘Generic level A’, ‘Generic Level B’ can all be updated to Match what the field is called in Book4Time. Steps for that process are in the next section of this document. 

For this example, we will create a new Product Class/Generic Level A – select the  next to Generic Level A/Product Class. In the pop out enter the Code or numerical value associated with the Product Class, and the Description

      
Once complete- select OK, and the new interface setting will now be available to assign to levels, or items. If the new interface isn’t immediately available, please close Yellow Dog and re-open the system

Yellow Dog Generic Interfaces =Book4Time Fields 

  1. Generic Level A = Product Class**
  2. Generic Level B = Product Subclass**
  3. Generic Level C = Department**
  4. Generic Code A = Brand**
  5. Generic Code C = SKU Type/Available at POS                                                                                                                                                                                                                                                                                     ** Indicates a required field 

How To: Relabel Generic Interfaces 

  1. Users with appropriate permissions can utilize the Label feature to re-name the generic interface settings to match what is listed in the POS. 
      
  1. From within Yellow Dog navigate to System Setup/Options/Labels 
  2. Scroll to Generic Interfaces 
      

      



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