Can Yellow Dog handle items that are purchased at one size and counted at another?
This Video will discuss configuring items with multiple sizes
Yes! Yellow
Dog can accommodate items that are purchased at one size and counted at a
second size. The system can also accommodate any additional sizes that may be
required – for instance if a third size is used in recipes.
Items that require multiple sizes are sometimes referred to as Parent/Child items in Yellow Dog and are typically used by F&B customers as their inventory is more likely to come in multiple sizes whereas retail inventory is much more likely to be one to one i.e., a shirt is a shirt and would be purchased and counted as a single item. However, there are scenarios where retail users would also find configuring an item to have additional sizes useful. For example, a convenience store may purchase sodas or candy by the case and sell them by the individual unit or each. Yellow Dog recommends configuring the ‘Parent’ item as the Purchasing size, which also tends to be the larger of the sizes needed. The ‘Child’ items, or additional sizes are most often used for Counting your inventory or are needed for Recipes. Additional sizes could be created if an item is purchased from multiple vendors and the secondary vendor has a unique purchasing size. When configuring these items, it is important to keep in mind that the on-hand value is listed with the ‘Parent’ or Purchasing size – i.e., if the item is purchased by the case, and counted by the pound reporting will display how many cases are on hand, rather than how many pounds.
Example with the
purchasing size of case configured as the parent
item
Example of ‘Reverse/Parent Child’ with counting size of
Liter as Parent
Below is a
Checklist for creating an item with multiple sizes:
- From
the Inventory Items Screen select ‘Create New Item’
- Select the Level & Vendor appropriate for the items you are
creating. You will note that the SKU auto generates based on the SKU configuration options you have selected
- For the item that will be that will have an on hand, or the ‘Parent’
size fill in the Description, Short Description, Size, and Vendor Price
- For F&B customers adding additional purchasing sizes, under ‘How is
this item Ordered or Received?’ check the Purchasing Item 2(new size) box – Set
the Quantity Per X. This is step is critical, as it will ensure on hands
update appropriately when this item is purchased. Size & Vendor Price also
need to be set
- For F&B customers adding additional sizes for Recipes, under ‘How is
this item used in Recipes’ select Ingredient item 2 or 3, depending on how many
sizes your item needs. For this example, we will use ingredient 3, to
demonstrate configuring an item with more than 1 additional size. Like adding
the additional purchasing size, the most critical step is setting the
Quantity Per X as this will ensure the correct quantity depletes from your
inventory when a recipe is sold.
- For items such as Proteins or Liquor/Wine Yellow Dog also recommends
setting the Net Weight/Volume in addition to setting Quantity Per X as this
will allow for the most accurate recipe creation. When the Net Weight/Volume is
set for the ‘Parent’ Item, the Net Weight/Volume will automatically update for the
associated sizes based on Quantity Per X that is set
- For Retail customers that need to
create additional sizes this will occur on the Add Child Item tab.
- The item configuration is very similar to that of F&B customers
using multiple sizes. Check the Child Item 1(new size) box. Once a size has
been selected, users will be able to set the Quantity Per X, which is a critical
step. This will ensure that on hands update appropriately when this item is
sold or received. Users will also have
the option to allow this size to be included in Purchase Orders, by checking
the Use in Purchase Orders box, as well as whether they would like labels to
print upon receipt/invoice
- All customer types using multiple sizes be able to view the additional
sizes on the Child Items Tab
- Each additional size can be opened in its own item editor by selecting
the Edit this item hyperlink
- Once your item(s) are complete, select save and close to see them listed with your other inventory items. As a note, if you have navigated from one tab to another in the item editor you may only have the option to save vs save and close, because the system automatically saves all changes when changing tabs
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