What are interfaces?

What are interfaces?

Interfaces

Interfaces are how Yellow Dog Inventory controls item behavior in the point of sale. Each store you have access to will have its own interface section. Also, each integration you have will have its own columns, e.g. accounting, POS, etc. If you have questions about your interfaces, please contact Support or your Implementation guide.

There are three places to control interfaces: Stores, Levels, and Items.

By Store

This section is available under the System Setup module. Setting interfaces here will set them for every item in the store.  Unless you know exactly what you’re doing, this is a bad idea.

By Level

Under Common Setup, each Level has an interface tab. From here, you can control the interfaces for all of the items in that particular level. We will attempt to set your system up this way whenever possible.

By Item

In the Item Editor, the last tab is the Interfaces tab. Setting interfaces here will only affect that item. This is the best place to change settings as they are easy to change back.

Keep in mind that interfaces are overwritten by those below them in the hierarchy. Interfaces set by level will overwrite any set by store and those set by individual item will take precedence over any store or level interface.

Accounting / Other Interfaces

Some interfaces do not interact with your POS but instead dictate very specific attributes of your inventory items. These behaviors can be found under the Accounting / Other section of interfaces. Typically, these would be set at the Level or Item.

  • Inventory Account – This is used with account integrations to tag a specific Inventory account to the product. Mostly this is set by the level and may also be used in conjunction with printing Accounting information on invoices if no Accounting integration exists.
  • Auto Zero Account – The Auto-Zero feature allows enhanced control of inventory asset management. This setting is used when you don’t want the item to carry an on hand, but you want to track they item’s cost activity.

When this interface is set to an item, the item will behave as normal but the on hand will be automatically reset to zero via a manual adjustment when Maintenance runs. 
By setting the account using the drop down you will effectively configure the item to auto-zero. This account will be what is used during the manual adjustment. 
To set up additional accounts go to System Setup \ Accounts \ Manual Adjustment.

  • COGS – This drop down is used to tie a Cost of Goods account to an inventory item for Cost of Good reporting.
  • Calculate Quantity by Retail – This is used for weighted scale integrations. Using the retail amount to determine how much of an item was sold. This is mainly set up by the item.
  • Auto Transfer From and Reassign Sales – These are typically Store options that are used for specific store setups and are usually set up during the Implementation process. To learn more, reach out to your Support or Implementation Guide.

 

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