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. 

Inventory Item Screen Views

Inventory Items Screen Filters

Inventory Items Screen Search Capabilities

Inventory Items Screen Right-Click Functionality

Hyperlinks in Yellow Dog


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

Overview: What is a No Count Item?

Overview: Web Properties Tab

How do I manually adjust on-hands?


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

Physical Inventory Overview

Physical Inventory Checklist

How To: Use Physical Inventory Filters

What is a Session?

What are the recommended Physical Inventory Reports?

 

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

How To: Convert a Purchasing Document

How To: Create a Receipt

How To: Use Pre-Allocate & Split Line

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 Queue, Creating 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


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: 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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