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 maintain accurate inventory levels and cost accounting.
As mentioned, 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 maintain accurate inventory levels and cost accounting.
1. Requests:
- This document identifies items that need to be restocked or reordered. It is the first step in the purchasing process where users notice which items require replenishment.
2. Conversion of Requests:
- Once the request document is committed, it can be converted into either a Purchase Order or a Transfer:
- A Purchase Order is used for items ordered from vendors that are expected to be delivered.
- A Transfer moves on-hands from one store to another to fulfill the request immediately.
3. Purchase Order to Receipt or Invoice:
- Upon committing a Purchase Order, it can be converted into either a Receipt or an Invoice, depending on operational procedures:
- A Receipt accounts for on-hands coming into the location, primarily updating inventory quantities.
- If skipping the Receipt and converting directly from a Purchase Order to an Invoice, then the Invoice is where on-hands are added. If a Receipt is used first, the subsequent Invoice will not add on-hands again but will be used primarily to balance costs (like freight, taxes, logo fees, etc.).
4. Transfers:
- As mentioned, transfers are a way of moving inventory from one store to another. A reverse transfer can also be created to correct any errors by transferring items back to the originating store. Transfers can be created by converting an Invoice into a Transfer.
5. Return to Vendors:
- This document is used to return products to the vendor. When committed, it reduces the on-hands quantities in your inventory. This document also allows for the accounting of credits and returns related to shipping costs. It also removes any costs associated with those items (freight and tax can be added, as well, if required).
The "Return to Vendors" document is used independently to send products back to the vendor, and it specifically deals with reducing on-hands quantities and managing credits or returns related to shipping costs. This action is generally separate from the initial request to restock or reorder items.
Related Articles
How do I navigate the Purchasing Module?
Purchasing The Purchasing section of Yellow Dog Inventory enables users to handle every aspect of the “Purchasing Flow.” Each purchasing screen has filters at the top. The main filters are for Store, Vendor, Status, Committed Date Ranges and the ...Reporting Explained: F&B :Food Cost: Actual By Item
Business Need: This report is helpful for users who want a report to show the cost of goods for items sold between two dates. How it Works: A F&B>Food Cost>Actual By Item report shows the actual usage cost for items sold between two dates based on ...How to move a purchasing document to the next step of the purchasing flow?
In the Purchasing module in Yellow Dog, users can ‘convert’ a purchasing document from one stage of the purchasing flow, to the next. For example – if your team is taking advantage of the full purchasing flow, they will ‘convert’ Purchase Orders ...377 Food & Beverage Webinar
Curious about Yellow Dog Inventory version 377? New features, smarter workflows—watch the 377 Webinar now! Want to join the live webinar? We're hosting the 377 Food & Beverage Webinar weekly. Click HERE to sign up.Reporting Explained: Invoice Records: By Invoice
Business Need: This report will provide users a summarized list of all invoices, and their status’ over a period. How it Works: This report displays the dollar value, and quantity count for every invoice for the selected period. This report will ...
Recent Articles
Feature Overview: Password Recovery
What is Password Recovery? Password Recovery is a built-in feature that allows Yellow Dog users to securely reset their login credentials independently by answering predefined security questions. This self-service option reduces the need for ...377 Food & Beverage Webinar
Curious about Yellow Dog Inventory version 377? New features, smarter workflows—watch the 377 Webinar now! Want to join the live webinar? We're hosting the 377 Food & Beverage Webinar weekly. Click HERE to sign up.Feature Overview: Retail Price Fields
Yellow Dog offers 3 different retail price fields (Default Retail, Current Retail, Starting Retail) in the item editor to provide different retail price tracking functions. Where: Item Editor > Retail Details tab Who: Retail users who manage retail ...Yellow Dog/Silverware Integration Overview
This document will provide an overview of the Yellow Dog Silverware Integration Integration Approach This can be setup as a 2Way – Push items and Pull sales or a 1Way – Pull sales Sales – Pulled from the Silverware API Codes – Pulled from the ...Yellow Dog/Toast Integration Overview
This document will provide an overview of the Yellow Dog Toast Integration Integration Approach This is a 1Way Integration – Pull sales only Sales – Pulled from the Toast API Items – Can be matched on SKU Item management best practices Yellow Dog ...