How To: Set Thresholds
Thresholds act as an early warning system during purchasing by flagging vendor price changes that exceed defined limits. This allows users to quickly review and verify price changes for accuracy.
All client types can take advantage of thresholds.
- Employee Access Permission enabled:
- System Setup > Options > Threshold > Visible
- System Setup > Options > Threshold > Edit
- Thresholds enabled system wide:
- If under System Setup > Options > Thresholds and the red warning text "Thresholds are not enabled. To use this feature, you must enable the setting on the System Options screen" displays, reach out to Yellow Dog support to enable this feature.
- Navigate to System Setup > Options > Thresholds.
- Select the Enabled box to turn on the threshold.
- Adjust the Warning and Requires Notes thresholds percentages as needed.
Any updates will automatically be saved.
Figure 1. The thresholds screen located under System Setup > Options > Thresholds, where threshold settings can be reviewed and updated.
Default Vendor Price Threshold Percentages
- Warning: If the default vendor price exceeds the Warning percentage, a pop-up will display and the user must click Confirm to acknowledge. Adding a note is optional.
- Requires Note: If the default vendor price exceeds the Requires Note percentage, a pop-up will display and the user must add a note explaining the price change then click Confirm to acknowledge.
Figure 2. Example pop-up that displays when the Warning threshold is exceeded.
Figure 3. Example pop-up that displays when the Requires Note threshold is exceeded.
Invoice Staging Threshold Percentages
- Warning: When the Warning threshold is exceeded in a Staged Invoice the item details will display in red.
- Requires Note: If the Require Notes threshold is exceeded, the user must provide a note explaining the price change before converting the document into an invoice.
Figure 4. Example of an item that exceeds the Warning threshold in Invoice Staging.
We recommend setting the Warning threshold for Invoice Staging to 5% so a thorough review can be completed to ensure the correct item and size was assigned to the vendor item.
Reviewing Threshold Warnings
To review threshold warnings:
- Go to Reports > User Audit Log.
- Set the Log Dates to the date range you would like to review.
- type Threshold in the search bar to review any entries related to Thresholds.
Figure 5. The User Audit log allows you to review any threshold warnings.
Related Articles
FAQs: Default Vendor Cost Update in v377
This article addresses frequently asked questions related to the Default Vendor Cost update in Yellow Dog Inventory v377. Q: Why did my inventory cost evaluation change after upgrading to version 377? A: Version 377 introduced a new method for ...Feature Overview: Default Vendor Cost Update in v377
Yellow Dog Inventory version 377 introduces important changes to how the system calculates and reports the Default Vendor Cost. Where: Yellow Dog uses Default Vendor Cost in the following scenarios: The item’s calculated cost when your cost method is ...FAQs: Vendor Price (Based on Default Vendor Price, but uses Historical Values)
The calculated cost method Vendor Price (Based on Default Vendor Price, but uses Historical Values) is one of the available calculated cost methods in Yellow Dog Inventory. It’s important to choose the best calculated cost method for your business to ...How To: Update Default sort order of items in Reporting
This setting lets you control how items are sorted by default in reporting, helping you organize inventory to match your business needs. You must have the following permissions: System Setup Options (under System Setup) View and edit Inventory (under ...How To: Create Invoice Expense Accounts
End user · Yellow Dog Inventory 2026 WHY IT'S IMPORTANT Invoice expense accounts let you record costs that appear at the bottom of an invoice — such as freight, taxes, and bottle deposits — and control whether each one affects an item’s tax, the line ...
Popular Articles
How To: Find Your Yellow Dog Inventory Version
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 ...Feature Overview: Par & Re-Order Points
Par levels and reorder points help streamline purchasing in Yellow Dog. Par level is the ideal quantity to keep on hand. Reorder point is the minimum quantity that triggers reordering. You can update par and reorder points in the following locations: ...How To: Install the Zebra ZD411 Printer Driver
End user · Yellow Dog Inventory 2026 WHY IT'S IMPORTANT When you install the correct driver, Windows can communicate with your Zebra ZD411 printer so it prints labels and tags reliably from Yellow Dog Inventory. Without the driver, the ZD411 will not ...FAQs: What are Bins?
End user · Yellow Dog Inventory 2026 Question: What are Bins? Answer: Bins are optional location identifiers that specify exactly where an item is stored. The Bin field is free text, so you can use letters or numbers. You don’t need to create bins in ...Food and Beverage User Manual
The Food & Beverage 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 system. Download ...