My session is in Yellow Dog, but I am unable to pull it into a physical, now what?

My session is in Yellow Dog, but I am unable to pull it into a physical, now what?

Typically, the cause of this issue is that the session was made for the incorrect store, or the date created is more that 30 days from today and the session is listed as expired. Yellow Dog presumes that any session older than 30 days is from a previous physical, and will list it as expired. It is important to check the date/time on your device prior to starting to your counts. Additionally, Sessions are store specific and can only be used in physicals for the stores they were created under. 

If you find that your session has been created for the incorrect store, or is listed as expired you can simply export the session to CSV, text, excel and import it in your physical. As a note Yellow Dog recommends CSV, or Text files to avoid complications from formatting. 


  1. Once logged into Yellow Dog navigate to the Sessions Module: 


  1. Select the session in question, double click to open the session editor and select Export. 


  1. Select Comma-Separated Values(CSV) & OK. 


  1. Name your file and note where you are saving the file so that you can locate it to import it into your physical later on. 


Your file is now ready to imported into your Physical. 


  1. Navigate to the Physical Inventory Module and select Physical Inventories


  1. Select Create New Physical 




  1. Select which store you would like to create the physical for


  1. Confirm Add Active items is selected if you are doing a full physical and select from other options if you are performing a cycle count and select Next. 


  1. Yellow Dog recommends leaving the box Skip Items with zero on hand unchecked to ensure no items are missed and select Next. 



10. You may need to initially highlight an item in the list, but then choose Select All xyz items...


  1. Select Add Counts from an Excel, CSV, or text file and choose next


  1. Select the three black dots to the right of Import File to navigate to the file you saved in Step 4. 



  1. If the file you are importing has a header then check the Box, Data has a header row with column descriptions. Match the column containing the SKU or UPC and the column containing the qty you counted and choose next. *as a note: these are the only two columns required for this.




  1. Confirm that you would like to bring all the items from your file into the Physical, either choose Select All xyz… or highlight the items you wish to omit and choose Remove Selected. 


  1. You will now see you file appear as column, like any other session. If you need to bring in additional sessions that were counted on a device and not from a file you can now select Import Counts From to bring in other sessions as you normally would. 






 






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