Tips & Tricks: Can I Copy an Item or Purchasing Document?

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• 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 ...

• 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 ...

• 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 ...

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