Retail Resource Guide

Retail Resource Guide

        

This document will provide resources for all primary functions of Yellow Dog



System Navigation – The links below will provide detail on launching, logging in, and navigating around the system

Navigation Overview

Launching & Logging in

Left Hand Navigation

Navigating Views in Yellow Dog

On Form Help

Blue Hyperlinks

Moving & Sorting Columns

Searching & Using Filters

Tips & Tricks: What actions can be performed via Right Click


Item Management – The links below will provide detail on creating & managing items for a retail environment 

Creating Retail Items

Creating Vendors

Creating Levels

Creating Dimensions

Overview: What is a No Count Item?

Overview: Retail Details Tab

Overview: Other Details Tab

Overview: Additional UPCs Tab 

Overview: Web Properties Tab

How To: Manually Adjust the On Hand Quantity

How To: Print Labels

How To: Copy an Item

How To: Generate an Item History Report

How To: Create a Matrix of Items

How To: Manage Matrix Items Individually

How To: Remove an Item

How To: Bring back a Removed Item


Physical Inventories – the links below will provide detail on creating, performing, and reviewing a physical inventory 

Physical Inventory Overview

Physical Inventory Checklist

Creating a Physical

How To: Set Effective Date & Time

How To: Add Items to a Physical

How To: Add Manual Counts to a Physical

How To: Add Counts from a Session to a Physical

How To: Add Custom Columns to a Physical

How To: Create a Cycle Count

How To: Use Physical Inventory Filters

How To: Print Physical Inventory Worksheets

How To: Review Variance Costs & Quantities

What is a Session?

What are the recommended Physical Inventory Reports?

 

Purchasing -The links below will provide detail on the creating & managing Purchasing 

Purchasing Overview      

How To: Convert a Purchasing Document

How To: Create a Request

How To: Create a Purchase Order

How To: Create a Receipt

How To: Create an Invoice

How To: Create a Return to Vendor

How To: Use Pre-Allocate & Split Line

How To: Add items based on Par

How To: Include Expenses on Invoices

How To: Partially Receive/Invoice a Purchase Order

How To: Remove a Purchasing Document?

How To: Cancel a Purchase Order


Reporting – the links below will provide detail on various reports that are useful to a Retail team 

Reporting Explained: Summary by Period

Reporting Explained: Inventory on Hand

Reporting Explained: Inventory Adjustments - Manual

Reporting Explained: Sales by Day

How To: Create a Saved Report


Miscellaneous Functions  The links below will provide detail on some miscellaneous functions that are useful to Retail customers such as - Scheduled Retail Changes and Scheduled Label QueueCreating Gift Baskets & Manual Sales

What is Scheduled Retail?

How To: Create a Scheduled Retail Change

What is Scheduled Label Queue?

What are Manual Sales Entries?

How To: Import Manual Sales

How To: Create Gift Baskets


System Functions -The links below will provide additional detail on System Setup functions. This includes installing Yellow Dog, creating employees, store configuration options, editing print templates, and interfaces. 

How To: Install Yellow Dog on a PC

How To: Install Yellow Dog on a Mac

How To: Configure a Store

How To: Create a New Employee

Employee Permission Guide

How To: Setup Password Recovery

How To: Update Print Templates for Labels

How To: Update Print Templates for Purchasing Documents

What are Interfaces?

What is Closeout Date?




 



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