Tips & Tricks: Can I Copy an Item or Purchasing Document?
Need to create an identical or similar purchasing document or inventory item?
Tip:
Use the "Create New Based On" feature.
Trick:
Locate the item or document you wish to replicate, then Click "Create new based on..."
Related Articles
Tips & Tricks: Switching to the next item within the Item Editor
Want to save time when editing purchasing documents or inventory items? Tip: Use the Forward and Back button in the lower left hand corner to switch to the next document in line.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 ...Tips & Tricks: How do I trigger an Item?
Are you having trouble with new inventory items or changes not being sent to the Point of Sale (POS) ? Tip: Trigger the item Re-Sync to the POS. This will flag the item to be sent to the POS during its next scheduled sync. Trick: From the Inventory ...Troubleshooting: How to I resolve the issue of not being able to add an item to a purchasing document?
Issue: The item is active, but I am unable to add it to a purchasing document Resolution: Confirm that the item is configured to be added to purchasing documents. Note: Other Details tab in the item editor is required to perform this task. If you ...Tips & Tricks: Searching for Items
Finding your inventory item is easier than ever with the powerful search features on the Item Management \ Inventory Item screen. Tip 1: Use AND to match multiple terms Use AND to find items that include all the specified terms. Example: Steak AND ...
Recent Articles
Yellow Dog/Jonas API Overview
This document will provide an overview of the Yellow Dog Jonas API Integration Integration Approach This can be set up as a 2Way – Items are pulled from us, and sales are pushed or 1Way sales are pushed. NOTE: Jonas controls the flow of sales and ...Email Invoice Processing – Error response received when processing unsupported file type
Yellow Dog Inventory Troubleshooting: Email Invoice Processing – Error response received when processing unsupported file type Issue: User received the following unsuccessful processing response when sending an invoice for invoice staging: “The ...Feature Overview: Client ID
What is a Client ID? The Client ID is a unique identifier assigned to each Yellow Dog Inventory system. Who is it for? The Client ID will be used by any user that will access a Yellow Dog mobile or web app. What is it used for? A Client ID is ...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 ...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 ...