Quick Reference: Updating Interface Codes

Quick Reference: Updating Interface Codes

 
Interfaces control key item behaviors in Yellow Dog. Assigning them correctly makes item maintenance more consistent and easier to manage.

 
What interfaces manage

Interfaces control settings in the following areas:

  • Point-of-sale (POS) behavior

  • Accounting codes

  • COGS accounts

  • Re-Assign Sales

  • Auto-Transfer behavior 

  • Auto-zero behavior

Interface hierarchy

Interfaces follow a hierarchy. Settings applied lower in the hierarchy override those above.

Store

Assigning an interface at the store level applies the setting to all items in the store. Use this option as a catch-all.

Level (recommended)

Assigning an interface at the level ensures all items in that level inherit the same settings. This is the most commonly used option.

Item

Assigning an interface directly to an item overrides store- and level-level settings.

Info
If an item has its own interface and is moved to a new level, it keeps its original settings and doesn’t inherit settings from the new level.

Inherited

An Inherited label indicates the setting is applied at the store or level above.

Publish setting

The Publish setting is used by most POS integrations. It indicates that the item should be pushed to the POS.

Point-of-sale interfaces

Most two-way POS integrations (items pushed to the POS and sales pulled into Yellow Dog) require POS-specific interface settings. These can include:

  • Tax configuration

  • Categories

  • Discount eligibility

In most cases, POS settings are created in the POS system and imported into Yellow Dog during sync. Because requirements vary by POS, refer to the Yellow Dog Help site or the POS overview documentation for details specific to your integration.


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