Yellow Dog Inventory has an extensive list of feature permissions that can be allowed or disallowed to individual employees or groups of employees.

Applied to Stores:  Here you can determine what stores a user has access to.  Chose the … to select or deselect each store.

• Default:  Basic user access in Yellow Dog
  
• All On:   Turns on all permissions for the user, giving them full access to all features of YD. As a note all on does not include edit after commit/approved permissions. 
  
• All Visible:   Makes all features and tabs visible for the user, but does not give them full rights to edit those features
  
• No Edit After Commit:  Does not allow users to edit any documents after they have been committed
  
• Read Only: Revokes all editing permissions for this user, but allows them to have read-only access (useful if you have a user that you want to have full access, but do not want them to have the ability to grant additional users permissions in Yellow Dog)
  
• All Off: Revokes all access for a user, turns off all permissions
  
• Clipboard: Used by Yellow Dog during implementation & upgrades to preselect different default user settings. 
  

Throughout the list of employee permissions, you will see different levels for many of the different permissions.  Each selection grants a different level of access to the user.

• Yes-User will have access to the permission listed
  

• Visible-User can see an area or section in Yellow Dog but cannot make and changes to the data 
  
• Edit:  User can see and make changes to data 
  
• Edit after Approved:  User can see, edit, and make changes to for items that are marked as approved.
  
• Edit after Commit:  User can make changes to documents after those documents have been committed.
  
• Optional:  User is not required to complete a field, if this box is unchecked a user must complete this field before an item is saved.
  

  Inventory Items:

• Item Lists:  Visible shows all the different permissions that are available to a user in the inventory items category by selecting this box
  
• View Removed or Inactive Items:  Grants user access to select the box on the main inventory item screen that will show inactive or removed items.
  
• Create:  Grants users the ability to create new items
  
• Remove:  Grants users the ability to remove items with a zero on hand quantity
  
• Adjust Item On Hand:   Grants user the ability to make a manual adjustment to the on hand quantity of an item
  
• Show Cost Column:  Makes the cost of the item visible in the Inventory Items Screen
  

  Right Click

There are a variety of features in Yellow Dog that can be granted as ‘right click permissions’ to a user.  This allows users to set certain features such as vendor, store, dimensions, for an item without opening the item in the item editor.  Additionally, there are some actions that can be performed with right click feature, such as triggering an item to re-sync to the POS or removing an item.  

• Set level:  Allows user to set or change the level of an item
  
• Set Vendor:  Allows user to change the vendor for items
  
• Set Stores:  Allows user to change or set the stores for items
  
• Set Dimensions 1-10:  Allows user to set dimensions for items
  
• Set Flags:  Allows user to set or change flags for an item
  
• Set Recipe Behavior:  Allows user to set or change a recipe behavior
  
• Set POS Description 1:  Allows user to set or change the POS Description 1
  
• Set POS Description 2:  Allows user to set or change the POS Description 2
  
• Set Parent Child:  Allows user to select two existing items and create or break a relationship
  
• Set Interface Codes:  Allows user to set or change the interface code of an item such as publish or menu item class
  
• Merge Items:  Allows user to select two items and merge them into one item
  
• Trigger Item Sync:  Allows user to trigger and item to re-sync to the point of sale
  
• Set Web Items Prop:  Allows user to select web properties for an item
  
• Deactivate:  Allows user to make an item inactive.
  

  Views

There are fourteen different ways to view the inventory screen in Yellow Dog Inventory, and a user can change what data is shown on the inventory items screen by using these different views.  A user’s access to these views is controlled by permissions.

• Classic:  This is the default setting. It will give you most standard information.
  
• All Stores:  This shows on hands/on order for all items in all stores in the database that the user has access to.
  
• Activity:  This shows event dates for the items: Created, First Received, Last Received, First Sale, Last Sale and Recent Sessions.
  
• F&B Expiration:  This view shows items with expiration dates set, how much is expired, and the oldest and newest expiration dates for each item. This view is not typically used in Retail.
  
• Flags:  This shows standard item information and any assigned flag(s), or inventory storage locations.
  
• Recipe/Kit/Batch Items Only:  This shows all kits, the recipes they are attached to, their ingredients, cost, and how they behave in the system. This view is not typically used in Retail.
  
• Third Party/Interface Codes:  This view shows all pertinent interface information as of the last sync and is highly dependent on your POS setup.
  
• Merchandiser:   This view allows for more specific item filtering based on any or all 10 dimensions in Yellow Dog.
  
• Parent/Child:  This view brings up all items with parent/child relationships, their SKUs, On Hand Counts, and usage.
  
• Problem Items:  This view brings up all items with problems, including no cost or retail price, duplicate UPCs or missing Vendor information. Pay attention to items with no cost; these can significantly impact inventory valuation.
  
• Web Items: Lists all items set to push to and/or pull sales data from an interfaced web cart. There are additional right-click options in this view for setting web cart specific properties.
  
• Purchasing:  This view shows On Hand, Size, Vendor ordering information, Par & Reorder Points and the Vendor Price for each item.
  
• SKU, Vendor SKU and UPCs: This view shows basic info, plus SKU, Vendor SKU & UPC. Mostly used by Retail clients or clients with barcode scanners.
  
• Interactive View: Item data fields, such as Long Description, Size, Color, Vendor SKU, Retail Price, Reorder Point, Par Level, etc., can be edited directly in this view. Because so many columns in this view are editable the default is to display one vendor and store at a time.
  

  Item Editor Permissions

The item editor is where a user can build new and edit existing inventory items.  

• Item Editor:  Access to the item editor
  
• Food and Beverage Details Tab:  Access to the F&B Details 
  

• SKU: The ability to change the Yellow Dog generated SKU number
  
• Description: Change the item description
  
• Short Description:  Change the item short description
  
• POS Description 1 & 2:  Change the POS item Description
  
• Child Item Usage:  Change the usage ratios for child items, you will see this permission for ordering, recipes, and POS items
  
• Calculated Cost:  View the calculated cost for an item (note: calculated cannot be edited regardless of the user privileges set)
  
• UPCs:  View and enter UPCs for items
  
• Parent and Child Items Can Share Dimension1:  Allows a parent and a child item to share the same dimension 1 set for an item.
  

  Details Tab

This area of permissions covers the Retails Details tab in the item editor.  This tab is where retail users can set the main details of an item such as dimension, description, UPC, vendor price, retail price, etc.  You will see permissions in this field can be optional.  If you do not select the area to be optional, a user must set that field before the item is saved.

• SKU: The ability to change the Yellow Dog generated SKU
  
• Reference:  See or Edit the reference field
  
• Style: The ability to edit the style 
  
• Description: The ability to edit the item description
  
• Short Description: The ability to edit the short description of the item
  
• POS Description 1 and 2:  The ability to edit the POS descriptions for items
  
• Default Vendor Price: The ability to edit the default vendor price
  
• Margin and Markup:  Use is able to see the margin an markup of items in the retail details tab
  
• Default Retail: The ability to see or edit the retail for items
  
• MSRP:  The ability to see or edit the manufacturer’s suggested retail price field in retail details.
  
• PARs: The ability to see or edit the par and reorder points for items
  
• Dimension 1-10: The ability to edit the dimensions for items
  

• UOM: The ability to edit the unit of measure for items
  
• Level: The ability to edit the level the item is assigned to 
  
• Manufacture:  Different from vendor, this is the ability to edit the manufacturer the item is assigned to
  
• Manufaturer SKU: The ability to see or edit the manufacturer SKU for an item
  
• Vendor 1: The ability to enter or edit the vendor for an item
  
• Vendor 1 SKU: The ability to enter a vendor SKU for an item
  
• UPC1-UPC3: The ability to see or edit UPCs for an item
  
• Check Type of UPCs: Will indicate what type of UPC has been entered into the UPC field.
  

  Dimensions Tab  

This area of permissions controls whether users have access to see the dimensions tab, edit the dimensions assigned to items, and have access to extended dimensions for items.

  Stores Tab

This section covers permissions available to a user on the stores tab of the item editor.  Keep in mind that users will only have access to stores that their user has been assigned to.

• Stores Tab: The ability for a user to see or edit the stores tab for an item in the item editor
  
• Auto Assign Item to All Available Stores: When this feature is set to yes, when a user is creating an item, the item will automatically be assigned to ALL stores that that user has available to them.
  
• Change Available: Provides user the ability to set what stores an item is available to
  
• Retails: The ability to set the retail price for items in individual stores
  
• Bin: The ability to see or edit the bin for items
  
• PARs: The ability to see or edit the par and reorder for items for individual stores on the stores tab of the item editor
  
• Flags: The ability to see or edit the flags set to items for individual stores on the stores tab of the item editor
  
• Tariff Code: The ability to see or edit tariff codes assigned to items for individual stores
  

  Child Items Tab

This tab allows users to view and control any child items associated with an item they are working on. 

• Child Item Tab: The ability for a user to see or edit any child items that are associated with the product that they are viewing.
  
• Add or Remove Child Items: The ability for user to add or remove a child item for a product
  
• Dimension 1: The ability to edit the dimension 1 set for a child item
  
• Use in Purchase Orders: The ability to set the child item to be available to add to a purchase order
  
• Edit Locked Child Item Counts: The ability to edit the on hand for locked child items.
  

  Other Details Tab

Access to this tab will allow users to see other details that you can set for items such as an items active status, evergreen status, etc.

• Deactivate: The ability to set an item as active or inactive.
  
• Approve Item: The ability to view or set and item to be an ‘approved item’ (an approved item is an item…)
  
• Automatically Set New Items to Be Used In Recipes: When this permission is set to ‘Yes’ any new items the user makes will automatically be set to be available as an ingredient item in recipes.
  
• Is Evergreen: The ability to view or edit an items evergreen status (evergreen items are items that never age and can be included or excluded in Yellow Dog reporting).
  

  Food and Beverage Other Tab and Kit Tab

The Food and Beverage Other tab is where a user can set an items net volume weight, and portion as well as the tare weight and gross weight.  The kit tab displays and controls the kits or recipes an inventory item is attached to and the recipe behavior for that item as well.  

  Additional Vendors Tab

If an item is received or available from multiple vendors, the Additional Vendors Tab is where that vendor and vendor information can be set.

• Additional Vendors Tab: Controls a user’s ability to see or edit fields on this tab
  
• Set Primary Vendor: The ability to change which vendor is listed as the primary vendor
  
• Contract price: The ability to see or edit the contract price for vendors for the selected item
  

  Details Tab Continued…

• Retail Schedule Tab: The ability to see or edit scheduled retail changes for an item
  
• Additional UPCs Tab: The ability to see or enter additional UPCs for an item
  
• Label Queue: The ability to see the label queue options from the item editor
  
• Pictures tab: The ability to see or add and edit images for items 
  
• Web Properties Tab: Provides access to see or set web properties to items
  
• Interfaces Tab:  Access to see or set interface codes for items, such as accounting codes, POS settings, etc.
  
• Item Details Report Tab:  This tab allows users to generate reporting specific to the item within the item editor
  
• Purchasing Activity Tab:  This tab allows users to see purchasing activity specific to the item from within the item editor
  
• Attached Files:  Allows user to see, add or edit attached files to items
  

   Matricies

Matricies are a way to create and manage many similar items at one time, for example logo shirts of many different sizes and colors.  This section of employee permissions relates to a user’s access of this feature. 

• Matrix List:  The ability to see or edit and create matrix items on the Matrix tab
  

   Label Queue, Schedule Label Queue, Schedule Retail Changes

These three-permissions control access to view or edit the label queue, schedule label queue, and schedule retail changes sections.  Visible allows users to access and view the queues or retail changes only.  Edit will allow users to add or remove items for the queue or create or edit scheduled changes.

    Recipes

This section of employee permissions controls access to the recipes section of Yellow Dog.  This tab is where users can view, create, or edit recipes, map recipes, and access recipe instructions.

• Recipe List: The ability to see the recipes that have been entered into the system. This is basic access to see recipes.
  
• Allow Potential On Hand: The ability for a user to select the features to view potential on hands of a recipe item based on current on hands of ingredients.
  
• Recipe Editor:  Access to the recipe editor allows users to open and edit individual recipes or create new recipes.
  
• Calculated Cost Column: The ability to see the calculated cost column in recipes.  This field is not editable
  
• Net Volume and Weight: The ability to see or edit the net volume and weight for a recipe. 
  
• Total Cost Percent: The ability to see or edit the total cost percent that is desired for a recipe; this change what is displayed for the recipes suggested retail price.
  
• Suggested Retail:  Makes the suggested retail field visible to a user.  
  
• Instructions Tab: The ability to see only, or edit instructions for recipes
  
• Pictures and Links Tab: The ability to access or add pictures and URL links to recipes.
  
• POS Item Mapping:  This permission controls the ability to see what point of sale items have been mapped to recipes or edit and map new or existing recipes.
  
• Cost of Goods:  The ability to see or assign cost of goods accounts to recipes
  
• Recipe Columns:  The ability to see or edit the mapping of recipes from the POS Item Mapping screen.
  
• Ingredients Column: The ability to show the ingredients column from the POS Item Mapping screen
  

    Physical Inventories

This section of user permissions controls what access employees have when working on creating or editing physical inventories.

• Physical Inventories:  This controls a user’s ability to access the physical inventory section of Yellow Dog.
  
• Physical Inventory List:  Access to view physicals that have been created in the database
  
• Physical Inventory Editor: The ability to open and edit physical inventories.  Note: this feature does not allow users to edit physicals which have already been committed.
  
• On Hand Columns: The ability to view on hands for items included on a physical inventory as of one second prior the effective date and time set for the physical.  
  
• Additional Columns: The ability to add additional editable columns into a physical, used to add count quantity for items into the physical.
  
• Reports: The ability to access physical inventory reporting from within the physical inventory editor
  
• Commit: The ability to commit a physical inventory
  
• Uncommit: The ability to uncommit a physical inventory.  Note: even with this permission selected, users only have 7 days from the commit date to uncommit. 
  
• Allow Incomplete Items:  This allows users to include incomplete items within a physical inventory.  Incomplete items are missing critical data such as vendor price, or level, etc. and it is not best practice to include incomplete items in a physical inventory.
  

    Manual Adjustment Lists

Manual adjustments are a way in Yellow Dog to decrease or increase on hands in Yellow Dog without a sale or purchasing document, for example damages or donations.  This section goes over the different user permissions that control a user’s ability to see or make manual adjustments.

• Manual Adjustment List:  This controls the ability for users to see previous manual adjustments in the database that have already been issued.
  
• Change Commit Date:  This controls a user’s ability to set a commit date for a new manual adjustment in the past to reflect the date the item was adjusted.
  
• Set Cost:  Controls the ability to set the cost of the item adjustment being created.
  

    Invoke Calculated Costs

This user permission controls whether a user has the ability to select to select the ‘recalculate costs’ button while working in Yellow Dog.

    Worksheets

Worksheets in Yellow Dog are a way to create multiple documents at one time.  Access to these worksheets is permitted by selecting YES for your user.

• Replenishment Worksheet: The ability for a user to create multiple purchasing documents to resupply stores in Yellow Dog
  
• Production Worksheets: The ability for a user to assign recipe creation to different production groups based on requests from multiple stores.
  
• Purchase Order Worksheets: The ability for a user to use a single worksheet that will create multiple purchase orders for multiple stores.
  
• Transfer Worksheets: The ability for users to create a worksheet that uses multiple requests to transfer multiple items to multiple stores from a central location.
  

     Purchasing

This section controls what permissions a user has when viewing, creating, or editing purchasing documents in Yellow Dog.

• Purchasing:  When this is set to visible it will allow users to see the purchasing section of Yellow Dog
  
• Foreign Currencies:  This controls the user’s ability to see or edit foreign currencies in all purchasing document editors.
  
• Change Prices: The ability for a user to change an item’s prices in all purchasing document editors.
  

     Requests

Requests in Yellow Dog are documents that indicate that items are needed at a certain store.  Requests can later be converted into a purchase order or transfer.

• Requests:  This setting controls whether a user can access requests in Yellow Dog
  
• Request List: This setting controls if a user can see requests that have already been created.
  
• Create:  This setting controls if a user can create new requests in Yellow Dog
  
• Remove:  This setting controls the ability to remove unfulfilled requests.
  
• Request Editor:  This controls the ability to create requests, edit after commit allows the user to make changes after the request has been committed.
  
• Number: The ability to enter in or edit the number field.
  
• Reference: The ability to enter in or edit the reference field.
  
• Description: The ability to enter in or edit the description field.
  
• Need By Date: The ability to enter in or edit the need by date.
  
• Instructions: The ability to enter in or edit the instructions field.
  
• Line Items Not Fulfilled: The ability to edit any line items that were not fulfilled converted to a PO or other document from the request
  
• Commit:  The ability to commit a request
  
• Automatically Print on Commit:  This feature will prompt the user to print the document upon commitment.
  
• Attached Files:  The ability to see or add documents as an attachment to a request
  
• Attached Links:  The ability to see or add links to a document
  
• Mark Completed:  The ability to mark the request as completed within the editor
  
• Mark Cancelled:  The ability to mark a request as cancelled within the editor
  

     Purchase Orders

Purchase orders in Yellow Dog indicate items that are needed from a vendor and can be used to assist in ordering.  These documents can be converted into a receipt or invoice.  This section of permissions controls a user’s access to Purchase Orders.

• Purchase Orders:  This setting controls whether a user can access Purchase Orders in Yellow Dog
  
• Purchase Order List: This setting controls if a user can see Purchase Orders that have already been created.
  
• Create:  This setting controls if a user can create new Purchase Orders in Yellow Dog
  
• Remove:  This setting controls the ability to remove unfulfilled Purchase Orders.
  
• Purchase Order Editor:  This controls the ability to create Purchase Orders, edit after commit allows the user to make changes after the purchase order has been committed.
  
• Number: The ability to enter in or edit the number field.
  
• Reference: The ability to enter in or edit the reference field.
  
• Description: The ability to enter in or edit the description field.
  
• Ship Date:  The ability to enter in or edit the ship date.
  
• Expected Date:  The ability to enter in or edit the expected arrival date for the order.
  
• Cancel Date:  The ability to enter in or edit the date the order will be cancelled if it has not yet been received.
  
• Instructions: The ability to enter in or edit the instructions field.
  
• Line Items Not Fulfilled: The ability to edit any line items that were not fulfilled, converted to a Receipt or other document from the PO.
  
• Commit:  The ability to commit a purchase order.
  
• Automatically Print on Commit:  This feature will prompt the user to print the document upon commitment.
  
• Print Labels:  When set to ‘Yes”, this feature will prompt the user to print Yellow Dog labels for the line items of the document when it is committed.
  
• Attached Files:  The ability to see or add documents as an attachment to a request
  
• Attached Links:  The ability to see or add links to a document
  

      Approvals

Purchase order approvals in Yellow Dog are a way to require a higher-level employee to confirm the accuracy or completeness of a purchase order.  This can be set to use dollar totals or a ranked hierarchal structure.

• Request Approval:  Requires the user to request approval for Purchase Orders that they are creating prior to their commitment
  
• Approval Rank 1-4:  These fields set the approval ranking for the user, this will allow the user to approve any purchase orders created by other users which require approval
  

     Receipts

Receipts in Yellow Dog are used to indicate that a product has arrived, and you are receiving quantity into the system.  These permissions control what access employees have in the receipts section of Yellow Dog.

• Receipts:  Controls the user’s ability to see the receipts section of Yellow Dog
  
• Receipts List: This setting controls if a user can see receipts that have already been created.
  
• Create:  The ability for a user to create new receipts in the system or convert existing purchase orders into receipts.
  
• Remove: The ability for a user to remove a receipt from the system
  
• Change Commit Date: The ability for the user to change the commit date for a receipt.  
  
• Receipt Editor:  Controls a user’s access to the recipe editor to create or make changes on an existing receipt.
  
• Number: The ability to enter in or edit the number field.
  
• Reference: The ability to enter in or edit the reference field.
  
• Description: The ability to enter in or edit the description field.
  
• Instructions: The ability to enter in or edit the instructions field.
  
• Line Items Not Fulfilled: The ability to edit any line items that were not fulfilled, converted to an invoice or other document from the receipt.
  
• All Items Must Be on a Purchase Order: This optional setting controls whether a user is able to make a receipt without having the items first appear on a PO in the system.
  
• Commit:  The ability to commit a receipt.
  
• Automatically Print on Commit:  This feature will prompt the user to print the document upon commitment.
  
• Print Labels:  When set to ‘Yes”, this feature will prompt the user to print Yellow Dog labels for the line items of the document when it is saved.
  
• Print Labels on Commit:  When set to ‘Yes”, this feature will prompt the user to print Yellow Dog labels for the line items of the document when it is committed.
  
• Attached Files:  The ability to see or add documents as an attachment to a receipt
  
• Attached Links:  The ability to see or add links to a document
  
• Create Alias:  Allows the user to create an alias for items within a receipt.
  

       Invoices

Invoices are usually received after or accompanying your products’ delivery.  Invoices will contain your freight, taxes, discounts, etc.  This section of user permissions controls access to this area of Yellow Dog.

• Invoices:  Controls the user’s ability to see the invoices section of Yellow Dog.
  
• Invoice List: This setting controls if a user can see Invoices that have already been created.
  
• Create:  The ability for a user to create new invoices in the system or convert existing purchase orders or receipts into invoices.
  
• Remove: The ability for a user to remove an invoice from the system
  
• Change Commit Date: The ability for the user to change the commit date for an invoice.  
  
• Uncommit Invoice: The ability for a user to uncommit an invoice within 7 days of the commitment date.
  
• Invoice Editor:  Controls a user’s access to the invoice editor to create or make changes on an existing invoice.
  
• Number: The ability to enter in or edit the number field.
  
• Reference: The ability to enter in or edit the reference field.
  
• Description: The ability to enter in or edit the description field.
  
• Instructions: The ability to enter in or edit the instructions field.
  
• Line Items: The ability to edit any line items that were converted to a transfer or return to vendor from the document.
  
• All Items Must Be on a Purchase Order: This optional setting controls whether a user is able to make an invoice without having the items first appear on a PO in the system.
  
• All Items Must Be on a Receipt: This optional setting controls whether a user is able to make an invoice without having the items first appear on a receipt in the system.
  
• Commit:  The ability to commit an invoice.
  
• Automatically Print on Commit:  This feature will prompt the user to print the document upon commitment.
  
• Print Labels:  When set to ‘Yes”, this feature will prompt the user to print Yellow Dog labels for the line items of the document when it is saved.
  
• Print Labels on Commit:  When set to ‘Yes”, this feature will prompt the user to print Yellow Dog labels for the line items of the document when it is committed.
  
• Attached Files:  The ability to see or add documents as an attachment to an invoice
  
• Attached Links:  The ability to see or add links to a document
  
• Create Alias:  Allows the user to create an alias for items within an invoice.
  

Transfers

If you have two or more stores in Yellow Dog Inventory, you will be able to transfer stock from one store to another.  This section of employee permissions controls user access to this feature.

• Transfers:  Controls user’s ability to see the transfers section of Yellow Dog
  
• Transfer List: This setting controls if a user can see Transfers that have already been created.
  
• Remove:  The ability for a user to remove a transfer from the system
  
• Change Issue Date: The ability for a user to change the date that the transfer was issued in the system.
  
• Transfer Editor:  Controls a user’s access to the transfer editor to create or make changes on an existing transfer.
  
• Number: The ability to enter in or edit the number field.
  
• Reference: The ability to enter in or edit the reference field.
  
• Description: The ability to enter in or edit the description field.
  
• Instructions: The ability to enter in or edit the instructions field.
  
• Need By Date: The ability to set the need by date for items in the transfer.
  
• Expected Date: The ability to set the expected arrival date for items issued in a transfer.
  
• Line Items: The ability to edit any line items that appear on the document.
  
• Add Items: The ability to add additional items to the document after it has been issued.
  
• Quantity:  The ability to adjust the quantity issued or accepted on the document after it has been issued.
  
• Issue: The ability for a user to issue a transfer
  
• Accept: The ability for a user to accept a transfer
  
• Automatically Print on Commit:  This feature will prompt the user to print the document upon commitment.
  
• Print Labels:  When set to ‘Yes”, this feature will prompt the user to print Yellow Dog labels for the line items of the document when it is saved.
  
• Print Labels on Commit:  When set to ‘Yes”, this feature will prompt the user to print Yellow Dog labels for the line items of the document when it is committed.
  
• Attached Files:  The ability to see or add documents as an attachment to an invoice
  
• Attached Links:  The ability to see or add links to a document
  
• Allow On Hands To Go Negative: The ability for a user to issue a transfer if the issuance of that transfer will create negative on hands in the FROM (issuing) store.  When set to ‘Yes” a user can issue a transfer even if it creates negative on hands in the issuing store.
  

       Return To Vendors

Sometimes you will need to return items to your vendor- whether due to damage, recall or anything else.  This section of permissions controls a user’s ability to manage Return to Vendor documents in Yellow Dog.

• Return To Vendors:  Controls the user’s ability to see the Return to Vendors section of Yellow Dog.
  
• Return to Vendors List: This setting controls if a user can see Return to Vendors that have already been created.
  
• Create: The ability for a user to create new Return to Vendors in the system or convert documents into Returns.
  
• Remove: The ability for a user to remove an invoice from the system prior to the Return to Vendor being committed.
  
• Change Commit Date: The ability for the user to change the commit date for a Return to Vendor.
  
• Return to Vendor Editor:  Controls a user’s access to the Return to Vendor editor to create or make changes on an existing return.
  
• Number: The ability to enter in or edit the number field.
  
• Reference: The ability to enter in or edit the reference field.
  
• Description: The ability to enter in or edit the description field.
  
• Instructions: The ability to enter in or edit the instructions field.
  
• Line Items: The ability to edit any line items that appear on the document.
  
• Purchase Order Reference:  Controls whether adding a purchase order reference to a return is optional or mandatory when creating a new return.
  
• Additional Expenses: The ability to enter in or edit additional expenses such as freight for the return.
  
• Commit:  The ability to commit a Return to Vendor
  
• Automatically Print on Commit:  This feature will prompt the user to print the document upon commitment.
  
• Attached Files:  The ability to see or add documents as an attachment to a Return to Vendor
  
• Attached Links:  The ability to see or add links to a document
  

        Reports

This section of user permissions controls what sections of reporting a user can access. 

• Reports:  When visible is selected, a user will have access to see the reporting section of Yellow Dog.
  
• Standard Reports:  Access to reports that are included in Yellow Dog Inventory.
  
• Retail:  Access to reporting designed for retail data
  
• Food and Beverage:  Access to reporting designed for food and beverage data
  
• Inventory:  Access to reporting designed for inventory data
  
• Physical:  Access to reporting designed for Physical Inventory data
  
• Micros:  Access to reporting designed for Micros point of sale data
  
• Purchasing:  Access to reporting designed for purchasing data
  
• Systems:  Access to reporting designed for system monitoring such as scheduled apps, data changes, and more
  
• Accounts:  Access to reporting designed for accounting data
  
• Employees:  Access to reporting designed to assist with employee management
  
• Saved Reports:  When visible is selected, a user will have access to see the saved reporting section of Yellow Dog and access customized reports that have been created and saved within the database.
  
• Relative Date Ranges:  Access to see, create, or edit relative (custom) date ranges in Yellow Dog.  Once created, these date ranges can be used in Yellow Dog reporting
  
• Item Lists:  Access to reporting designed to be used as item lists during inventory workflow
  

Common Setup

The common setup feature of Yellow Dog controls some of the basic features for your database such as dimensions and levels.

• Common Setup:  Controls access to see the Common Setup section of Yellow Dog
  
• Vendors and Vendors List: The ability to see the vendors section of Yellow Dog and what vendors have been set up in the database
  
• Vendor Editor: The ability to create or edit vendors in Yellow Dog
  
• Approve Vendor: The ability to set vendors up as ‘approved vendors.’  This will impact whether other users are able to edit these vendors.
  
• Attached Files: The ability to attach files to a vendor
  
• Dimensions: The ability to access the dimensions section of Yellow Dog
  
• Basic Dimensions: The ability to see or edit basic dimensions available to assign to items
  
• More Dimensions: The ability to see or edit more dimensions available to assign to items
  
• Extended Dimensions: The ability to see or edit extended dimensions available to assign to items
  
• Flags: The ability to see, create, or edit flags available to assign to items 
  
• Levels: The ability to see, create, or edit levels available to assign items to
  
• Tax Percent: The ability to see, set, or edit tax percent for levels
  
• Interfaces: The ability to see, set, or edit fields on the interfaces tab in the levels section of Common Setup
  
• Production Group: The ability to see, create, or edit existing production groups
  
• Recipe Types: The ability to see, create, or edit existing recipe types
  
• Events: The ability to see, create, or edit Events tags that can be used for reporting

System Setup

In System Setup a user can manage stores, employees, accounts and more.  This section of Yellow Dog user permissions controls some of the administrative areas of Yellow Dog.

• System Setup:  Controls access to see the System Setup section of Yellow Dog
  
• Accounts:  The ability to see, create, or edit existing accounts in Yellow Dog
  
• Auto Number: The ability to see, create, or edit the settings that dictate how your Yellow Dog SKU is generated when a new item is created.  Note:  It is not advisable to edit your auto number settings as it may impact how your item is seen by your point of sale system.  Please reach out to Yellow Dog support for assistance with your auto number settings.
  
• Security: The ability to see the security section or employee section of Yellow Dog
  
• Employees: The ability to see, create, edit, or remove existing employees in Yellow Dog
  
• Employee Editor/Copy Paste Employee Access: The ability to copy an existing employees’ custom permissions to a clipboard and paste them into another user’s settings.
  
• Employee Groups: The ability to see, create, or edit existing employee groups
  
• Security Options: The ability to see or edit employee options such as Active Directory and Windows Validation
  
• Import Data and Import Item SKUs:  It is not recommended for end users to import data directly into their Yellow Dog database as it can lead to data corruption such as duplicates or SKU issues if performed incorrectly.  These user permissions control a user’s access to import items into their database.  Talk with your implementation consultant or support guide about importing items and whether this choice would be best practice for your organization.
  
• Interfaces: The ability to see or edit the interfaces 
  
• Options:  Controls whether a user has access to see the Options section of Yellow Dog
  
• Global:  Controls a user’s access to the global settings for the database such as global purchasing or transfer settings
  
• Inventory:  Controls a user’s access to the inventory settings for the database such as POS description length and SKU length
  
• Fonts:  Access to this tab controls a user’s ability to set the font for labels and data in the system
  
• Labels: Access to this tab controls a user’s ability to set the labels for fields in the interfaces tab and throughout Yellow Dog for certain selected fields.
  
• Currency:  Controls a user’s ability to set and edit native currency settings in the database
  
• Purchase Order Approvals:  Controls a user’s ability to access or edit purchase order approval setup
  
• Print Templates:  Controls whether a user has access to create or edit print templates for labels or documents 
  

• Stores:  Controls access to see the stores section of Yellow Dog in System Setup
  
• Stores List:  Controls a user’s ability to see or edit existing stores in Yellow Dog
  
• Store Approval Type List:  Allows a user to see, edit, or set a store approval type
  
• Trigger Re Sync:  Allows a user to trigger an entire store to re-sync the point of sale 
  
• Stores Editor: Allows users to edit store settings. Note: Certain store settings can only be edited by the Yellow Dog System User. (Store Name, Store code & Revenue Center)
  
• License Key: Allows users to enter a license key. Note: Only the Yellow Dog system user can generate a license key. 
  
• Attached Files: Allows users to view, add, or edit attached files to store in System Set up
  

Ydi Mobile On Handheld

This section of user permissions controls an employee’s access to the YDI Mobile app on the 520 handhelds.  Note: the newer model of handhelds and our API base apps are not controlled with these user permissions.

• Require Password:  When set to ‘Yes’ a password is required to log into Yellow Dog on the 520 devices
  
• Create Items:  Allows a user the ability to create new items on the handheld
  
• Edit Items:  Allows a user to edit existing items while working on the handheld
  
• Manage Purchasing:  Allows a user to use the purchasing features while working on the handheld
  
• Daily Transfers:  Allows a user to create transfers of product between stores with the handheld.
  

Auth API

In version 370 and greater, an Admin user in Yellow Dog can grant their employees access to the mobile apps via Yellow Dog’s API.  The Admin user must also be set up with additional access by Yellow Dog.  Talk with your Implementation Consultant or Support Guide about setting up an Admin user.

• Grand Users Access:  When set to ‘Yes’ a user will have the ability to provide access to other employees for the Yellow Dog Mobile Apps