Troubleshooting: Unable to pull session into a Physical Inventory

Troubleshooting: Unable to pull session into a Physical Inventory

A session was created and exported into Yellow Dog, but it does not appear as an option when creating a Physical Inventory 

This issue typically occurs when the session was created under the wrong store. Sessions are store-specific and can only be used in physical inventories for the store where they were created.


Verify the sessions store: 
  1. Go to the Sessions module.
  2. Open the session and confirm that it is assigned to the correct store.
  3. If the store is incorrect or has a status of processed export the session as a CSV file and import it manually into the Physical Inventory.
    1. Note: CSV format is recommended to avoid formatting issues.

Export the Session

  1. In the Sessions module, double-click the session to open it.
  2. Select Export.
  3. Choose Comma-Separated Values (CSV) and click OK.
  4. Name the file and note its save location
    1. You will need this file when importing counts into the Physical Inventory.          

 Create the Physical Inventory

  1. Go to the Physical Inventory module and select Physical Inventories.
  2. Click Create New Physical.
  3. Select the store for this physical inventory.
  4. If performing a full physical, ensure Add All Active Items is selected.
    1. For cycle counts, choose the appropriate options.
  5. Yellow Dog recommends leaving Skip items with zero on hand unchecked to avoid missing items.
  6. Continue to the next step and select the appropriate item set (for example, Select all items for a full physical).                                                                                                                                                 
Import Counts from the Session CSV

  1. On the import screen, select Add Counts from an Excel, CSV, or text file, then click Next.
  2. Click the three dots next to Import File and select the CSV exported earlier.
  3. If your file has headers, select Data has a header row with column descriptions.
  4. Map:
    1. The column containing the SKU or UPC
    2. The column containing the counted quantity
    3. These are the only required columns.
  5. Click Next.
  6. Choose Select ALL to import all items, or highlight items to omit and select Remove Selected 
Figure: Example of a Physical Inventory with a session included that was imported as a CSV file 

Confirm that a column appears with the same name as your file and that counts have populated correctly

 

Contact Yellow Dog support if:

  • The original handheld session was created under the correct store but still does not appear, or

  • The exported CSV cannot be imported into the Physical Inventory.

  1. Phone: 757-663-7514
  2. Email: support@yellowdogsoftware.com
  3. Chat: Click here to Chat with a YD Support Guide 
Support hours: Monday–Friday, 9:00 a.m.–8:00 p.m. EST
Emergency support (available 24/7): 757-663-7514, Option 1

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