What are Yellow Dogs best practices for swapping Parent/Child Relationships?
Yellow Dog can create related or Parent/Child Items, and an example could be cans of soda- they are ordered by the case and sold by the can or each. In a traditional Parent/Child relationship the Case would be the Parent and the Can/each would be the child. On hands always remain with the parent item, so in this configuration you will see how many cases you have rather than cans. Yellow Dog also provides the ability to Swap this relationship should you decide to be configured as Reverse Parent/Child. Typically, when making these changes, Yellow Dog advises letting maintenance run over night to clean up on hands, and calculated costs. Keep in mind, that even after maintenance runs manual adjustments may still need to be done the next day to clean up the remaining on hands. An alternative would be to perform a physical on these items to true up the on hands.
*This task will require right click permissions to Set Parent Child, as well as Manual Adjustment Permissions*
1. Navigate to the items in question, highlight both, right click and select Swap Parent/Child Relationship
2. If the item has a single child, then that item becomes the Parent, if the item has multiple children then you will be given that opportunity to select which item you would like as the parent.
3. The on hands should update immediately to reflect the change. As mentioned, if the on hands or calculated cost seem ‘off’ initially, please allow maintenance to run over night before makings adjustments.
4. Refresh data will update the order the items are displayed in
5. After maintenance has had chance to run over night, if the on hands are still ‘off’ Yellow Dog advises perform a manual adjustment on the item or perform a physical inventory.
Related Articles
What are Yellow Dogs best practices for breaking Parent/Child Items?
Yellow Dog can create related or Parent/Child Items, and an example could be bottles of wine- they are ordered by the case and sold by the bottle. Yellow Dog also provides the ability to Swap or break those relationships. Click Here for a step by ...What are Yellow Dogs Best Practices for Physicals for Retail Customers?
Retail Physical Inventory Best Practices The following are our teams’ best practices for taking a Retail physical inventory gathered over hundreds of implementations. Following these guidelines will ensure ...How do I import new parent/child items?
Yellow Dog provides the ability to import items into the database. Using this feature must be done with extreme caution. If mistakes are made during the import process, and development is required to rectify those mistakes, there will be a labor ...What are Yellow Dog's Best Practices for Physical Inventories for F&B Customers?
Best Practices F&B Physical Inventory Best Practices ...Best Practices for adding new Stores & Levels
This document should be followed for all new stores or levels that are added to Yellow Dog. Following these steps will ensure that all new items created have the correct Inventory Account/GL Code configured. Note: Updating an items status to ...
Recent Articles
Send Saved Report Emailing
You can configure saved reports to be automatically emailed to you and/or team members on a set schedule. How do I schedule daily email reporting? You can configure saved reports to be automatically emailed to you and/or team members on a set ...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 ...Updating Count XL Application
You may need to update your Count XL application on your handheld device to ensure it runs properly and smoothly. If you have received the following errors, your Count XL application may need to be updated: • “Invalid network error” • “API error” • ...Removing Items with On-Hand Quantity (Decimal)
You might encounter difficulty removing specific inventory items due to an error indicating that the item cannot be removed since its on-hand quantity is not zero, possibly because the decimal point is not properly adjusted. Changing the Decimal ...ZD411 Printer Troubleshooting
Labels Skipping When Printing When you are not able to print labels or labels are skipped when printing you will need to adjust the sensor inside the printer. If your labels are skipping when printing, make sure you have adjusted your sensor. To do ...