Troubleshooting: Unable to Add an Item to a Purchasing Document
The item is active, but you can’t add it to a purchasing document.
One or more of the following conditions apply:
The item isn’t configured for use in purchasing documents.
The item doesn’t have a vendor assigned.
Use the Size Behaviors tab to manage how an item behaves across the system. Each size can be configured independently.
Figure: Example of the size behaviors tab
Purchase orders, receipts, and invoices
Open the item and go to the Size Behaviors tab.
Confirm that the item is enabled for Purchase Orders.
If an item can be added to a purchase order, it’s automatically available for receipts and invoices.Go to the Vendor Products tab.
Confirm that the required vendor is assigned to the item.
Transfers
To add an item to a transfer:
Confirm that the item is enabled for Transfers on the Size Behaviors tab.
Verify that the item is available to both the issuing store and the receiving store
After updating the item configuration, confirm that you can add the item to the required purchasing document.
Contact Support if all of the following are true, but you are still unable to add the item to the needed purchasing document:
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A vendor is assigned to the item.
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The item is configured to be included in purchasing.
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For transfers, the item is available to both the issuing and receiving stores.
- Phone: 757-663-7514
- Email: support@yellowdogsoftware.com
- Chat: Click here to Chat with a YD Support Guide
Support hours: Monday–Friday, 9:00 a.m.–8:00 p.m. EST
Emergency support (available 24/7): 757-663-7514, Option 1
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