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.

 

    • Related Articles

    • Tips & Tricks: How do I update interfaces?

      Interfaces are how Yellow Dog controls item behavior in the Point of Sale, and these settings are highly customizable. This article will provide some general guidance for updating these settings. For additional assistance regarding your point of sale ...
    • How To: Import Interfaces by Level using Balto

      This document will review how to import interface settings for a level using the Balto import tool. Prerequisites Items are required to exist in YD already Items cannot be marked as removed. The stores must also exist in YD Yellow Dog user with ...
    • How To: Create Interface Codes for Book4Time

      This document will review creating new interface codes for the Book4Time Integration in Yellow Dog Software Overview If additional Class, SubClass, Departments, or Brands need to be added to items in Yellow Dog users can create the new interface ...
    • How To: Create Interface Codes for Spa Soft

      This document will review creating new interface codes for the Spa Soft Integration in Yellow Dog Software Overview If additional Department, Class, Division, Cuserdef1, Cuserdef2, Cuserdef3, PMS Posting IDs need to be added to items in Yellow Dog ...
    • How do I import brand new item data into Yellow Dog?

      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 ...
    • Recent Articles

    • How To: Import Interfaces by Level using Balto

      This document will review how to import interface settings for a level using the Balto import tool. Prerequisites Items are required to exist in YD already Items cannot be marked as removed. The stores must also exist in YD Yellow Dog user with ...
    • How To: Update Par & Re-Order Points via the Balto Import Tool

      This document will review how to update Par & Re-Order Points via the Balto import tool With all Balto imports, be sure not to change any of the column headers in the template. Unused columns can be removed, but the headers should not be edited in ...
    • How To: Update Items Store Availability via the Balto Import Tool

      This article will review how to update items store availability with the Balto Import Tool With all Balto imports, be sure not to change any of the column headers in the template. Unused columns can be removed, but the headers should not be edited in ...
    • Yellow Dog/Jonas File Exchange Overview

      This document will provide an overview of the Yellow Dog Jonas File Exchange Integration Integration Approach This is a 2Way integration – pull sales and push items • Sales – pulled from a file • Items – pushed to .csv file • Codes – Inserted into ...
    • 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 ...