How Do I Use Right Click Features in Yellow Dog?
Right-Clicking
Right-clicking on an item on the Inventory Items screen brings up this menu of options, based on user permissions.
- Create, Edit or Remove the selected item.
- Create Purchase Order containing the selected item or items
- Set Level, Vendor or Stores availability.
- Set Dimensions such as Size, Color, Season, Material, etc.
- Set Evergreen Status: assign this status to items that do not age (i.e. aren’t dependent on season or don’t expire,) and that you may want to be able to filter out of some reports.
- Set Inactive or Active allows you to deactivate or activate items without opening the item itself. This means you can also perform this action on multiple items at once.
- Set Interface Code may or may not be available to you based on your permissions. This allows users to quickly change the interface settings of multiple items at once.
- Set Recipe Behavior is only available in the Recipe/Kit/Batch Items Only view. This allows you to quickly change recipe behavior for multiple items at once.
- Set Web Items Properties is only available in the Web Items view. This allows you to quickly change web item behavior for multiple items at once.
- Set Flags is only available in the Flags view. Use this to assign Flags to multiple items at once.
- Merge Items allows you to combine SKUs, UPCs, etc. of two or more items into one. PLEASE NOTE: This can cause issues with item behavior, so please contact your Implementation Guide or our Support department as there may be alternative methods to achieve what you are trying to accomplish.
- Parent Child Relationships:
- Set Parent/Child – allows you to create a parent/child relationship. Once you click this, you will be asked to select the parent item, then you will need to set the numerical relationship between the items in the Item Editor.
- Swap Parent/Child – changes the parent to a child item. This only happens if there is only one child per parent.
- Break Parent/Child – removes the relationship.
- Set as Recipe Ingredient so the item can be used to create Recipes.
- Trigger Items to Re-Sync to POS is important to note here: If you are having issues getting certain items to sync over to the POS, clicking this will manually add the item to the list of things the sync will push over the next time it runs.
- Print Labels allows you to print labels for the selected item. To print labels for multiple items, use the Label Queue.
- Adjust on Hand Quantity opens the manual adjustment editor.
- Create New Item Based On… copies all information about the item, except for the Yellow Dog SKU, into a new item. The new item can then be edited as necessary.
- Item History Report can be used to audit items. Choosing to show only on hands will display sales, receipts, returns, manual adjustments, etc. Choosing to show all information will also display changes to item cost, price, description, etc.
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