New Feature! Count Sheet Enhancements
Order Guides
Users can now create Order Guides through the Count Sheet Module. When an order guide is created users can check the box to ‘Exclude Count Sheet from Mobile App’ which will prevent the order guide from being used as a count sheet during inventory accidentally.
Once items have been added to the count sheet, users will select one of the Order Guide print templates. This template will display the Par and Re-order point for items, and users can print the order guide, take a physical count of the items and quickly calculate how much is needed to bring the item to parUsers have several options Fill to Par options when printing count
sheets
Create New Based On
Now when working with Count Sheets users can select Create New Based on to create a copy for a different location. When this option is selected, users will select the store they wish to copy the count sheet for, and only the items available to that store will be included in the new Count SheetRelated Articles
New Feature! Purchasing Enhancements
Bins For clients utilizing the Bin feature, there is now a Bin column in all purchasing documents. Additionally, these documents can be sorted by the Bin column. Attached Files An attached files column has been added to the main screen for each ...How do I create a Count Sheet?
This video will demonstrate creating a Count Sheet Count Sheets were designed to help F&B users who are manually counting their inventory. These sheets can be made to mirror the lay out of your establishment, and we refer to this as ...New Feature! Reporting Enhancements
Saved Reports Yellow Dog has introduced the ability to edit saved reports after they have been saved. Users can select any report template to see the saved filters, and adjust the filters as needed. After the filter have been updated the report can ...New Feature! Vendor Tab Enhancements
The Vendor Products tab now replaces the Vendors tab and have been enhanced to coincide with Bidding workflow. Click Here for more information on Bidding. On the Vendor Products tab users will now find the following fields: · Assign Primary ...How to create a Full Physical Inventory
This document will review the full physical process – from creating and committing to reading the Detailed Physical Inventory Report. Creating a Physical Inventory 1. From within Yellow Dog select Physical Inventories under Physical ...
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Send Saved Report Emailing
You can configure saved reports to be automatically emailed to you and/or team members on a set schedule. How do I schedule daily email reporting? You can configure saved reports to be automatically emailed to you and/or team members on a set ...Purchasing Flow for Food and Beverage
The Yellow Dog Inventory purchasing flow ensures that all aspects of inventory management, from restocking to adjusting errors in transfers, are covered systematically. Each document type in the flow serves specific functions that collectively ...Updating Count XL Application
You may need to update your Count XL application on your handheld device to ensure it runs properly and smoothly. If you have received the following errors, your Count XL application may need to be updated: • “Invalid network error” • “API error” • ...Removing Items with On-Hand Quantity (Decimal)
You might encounter difficulty removing specific inventory items due to an error indicating that the item cannot be removed since its on-hand quantity is not zero, possibly because the decimal point is not properly adjusted. Changing the Decimal ...ZD411 Printer Troubleshooting
Labels Skipping When Printing When you are not able to print labels or labels are skipped when printing you will need to adjust the sensor inside the printer. If your labels are skipping when printing, make sure you have adjusted your sensor. To do ...