Introduction: Levels
Levels group and organize inventory items logically. Levels are critical to set up carefully because they’re heavily used in both day-to-day item management and reporting.
Levels Introduction (2 mins)
- Structure
- Levels are a requirement when creating new items.
- Levels can go up to four tiers deep (commonly three).
Example structure: Department → Category → Subcategory. - You can customize the naming of levels (e.g., categories, subcategories, groups, subgroups).
- Usage
- Every new item must be assigned to a level.
- Levels make it easy to quickly find and organize items.
- Levels are a primary tool for grouping and analyzing reports (like inventory on hand).
- Key Takeaways
- Take your time to design levels thoughtfully.
- Consider areas where opinions differ (e.g., wine categories) and build levels that work for your operation.
Bottom line: Levels are the backbone of inventory organization and reporting, so invest time upfront to structure them correctly.
Related Articles
How To: Create Levels
Levels group and organize inventory items logically. Levels are critical to set up carefully because they’re heavily used in both day-to-day item management and reporting. All client types will use levels. Creating and Setting Up Levels (2 mins) In ...Feature Overview: Item Attributes
Item Attributes in Yellow Dog Inventory allow you to add custom data fields to items, beyond the standard fields (e.g., Description, UPC, Vendor). Attributes are flexible, user-defined properties that help you organize, search, and report on items in ...How To: Create Recipe Types
Recipe types in Yellow Dog Inventory are useful because they organize recipes into consistent categories, making it easier to filter reports, track costs, and manage operations. Food & Beverage and Concessions To create a new Recipe Type: Go to ...
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 ...How do I use Par & Re-Order Points?
What is a Reorder Point? The minimum quantity you would like inventory of the item to be before ordering more. Items must go below this level to trigger reorder. Items set to 0 will not reorder until you go into negative stock. This is not ...Tips & Tricks: How do I download and install drivers for my Zebra Printer?
**As a note: Admin rights will be required to complete this task. If you do not have admin rights on your PC, please contact your IT for assistance** ZD410 Desktop Printer Support Site 1. Navigate to Drivers: 2. Select Zdesigner V. 5 Driver for ...How To: Swap the On-Hand/Parent Size (Edit Base Unit)
When managing items with multiple sizes, it’s essential to configure them correctly. The on-hand/parent size should always represent the base unit or smallest measurement, while additional sizes should be created for purchasing or counting sizes. If ...Food and Beverage Core Features User Manual
The Food & Beverage Core Functions 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 ...