Quick Reference: F&B Item Creation Checklist

Maintaining accurate inventory item data and following a standard item creation process is essential to the overall integrity of your inventory system. Every report, transaction, and integration in Yellow Dog Inventory relies on this foundation.

Start Item Creation

□ Create New Item (under Inventory Items > Item Management)

□ Level

□ Vendor

Complete the F&B Details Tab

Basic Information

□ Description

□ Reference (such as size or pack details)

□ Enter the Size (Base Unit Size – see Appendix C to learn more about base units)

Purchasing Setup

□ Purchasing Item 1 (unselect this option if the Base Unit is not a purchasable size)

□ Purchasing Item 2 (select to create a purchasable size)

□ Size (for example, CASE)

□ Reference (for example, 12/12 oz bottles)

□ Conversion value (this should reflect the quantity of the base units in the purchasable size)

□ Vendor PN (this is required for product matching with Invoice Staging)

□ Vendor Price (this is required)

Recipe Setup

□ Ingredient Item 1 (leave selected if the item will be used in recipes)

□ Net Volume (if item is liquid, set the quantity and appropriate unit)

□ Net Weight (if item is measured by weight, set the quantity and appropriate unit)

Complete the Stores Tab

□ Available (select to make the item available to the desired stores)

□ Save

Complete the Count Sheet Assignments Tab

□ Add to Count Sheet (select to highlight count sheets and assign)

□ Save and Close

• Related Articles

• Quick Reference: F&B Details Tab

  The F&B Details tab of the Item Editor in Yellow Dog Inventory is important because it acts as the central hub for how each food & beverage item is defined, managed, and used throughout the system. It connects the dots between purchasing, costing, ...

• How To: Create a Retail Item (Individual SKU)

  Creating a retail item correctly ensures accurate counts, reliable reporting, and smooth POS syncing. It sets the foundation for trustworthy data across the entire Yellow Dog system. Retail Clients Retail Item Overview (6 min) Note: The below steps ...

• How To: Create a Batch Recipe Item

  The purpose of creating batch recipe items is so prepped items can be counted in physical inventories. Batch recipe items will behave in the following way: Will NOT hold an on-hand. The recipe ingredients will hold on-hands. Can be added to a Manual ...

• How To: Create a Production Recipe Item

  The purpose of creating production recipes items is so they can be counted in physical inventories and on-hands of the item can be tracked. Production recipe items behave in the following way: Will hold an on-hand. A manual adjustment is required ...

• How To: Updates Items to Base Unit Configuration

  With Base Unit setup, the on-hand size will be the base unit (the smallest, most basic unit of measure for the inventory item). The benefits of this approach are: Standardization: Base Units ensure consistency in inventory tracking, making it easier ...

• Popular Articles

• How To: Find Your Yellow Dog Inventory Version

  Understanding which version of Yellow Dog Inventory you're using is essential when exploring new features, as some enhancements and functionalities are specific to certain versions. All client types can benefit from knowing their Yellow Dog Inventory ...

• Feature Overview: Par & Re-Order Points

  Par levels and reorder points help streamline purchasing in Yellow Dog. Par level is the ideal quantity to keep on hand. Reorder point is the minimum quantity that triggers reordering. You can update par and reorder points in the following locations: ...

• Tips & Tricks: How do I download and install drivers for my Zebra Printer?

  **As a note: Admin rights will be required to complete this task. If you do not have admin rights on your PC, please contact your IT for assistance** ZD410 Desktop Printer Support Site 1. Navigate to Drivers: 2. Select Zdesigner V. 5 Driver for ...

• How To: Swap the On-Hand/Parent Size (Edit Base Unit)

  When managing items with multiple sizes, it’s essential to configure them correctly. The on-hand/parent size should always represent the base unit or smallest measurement, while additional sizes should be created for purchasing or counting sizes. If ...

• FAQs: What are Bins?

  Question: What are Bins? Answer: Bins are optional location identifiers that specify exactly where an item is stored. You don’t need to create bins in advance. You can assign them: In the Stores tab of the item editor Through a Balto import Bins ...