Admin / power user ·
Yellow Dog Inventory 2026
WHY IT'S IMPORTANT
System Setup is
the administrative module where you manage users and global preferences. It
defines how Yellow Dog Inventory operates across your entire organization, so
the settings here shape almost everything else in the system, from how items
behave in your POS to how documents print and who can access which features.
Most of System
Setup is configured with your Implementation Guide during onboarding. As an
admin, you return to it to add employees, adjust permissions, refine
interfaces, and update global settings such as your monthly closeout date. This
article is a map of what the module contains; each section links to its own
detailed article.
HOW IT WORKS
System Setup
sits alongside Reports and Common Setup as one of the main modules in Yellow
Dog Inventory. Where Common Setup holds shared data such as vendors, levels,
and dimensions, System Setup holds the administrative controls and system-wide
rules. Its sections are:
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SECTION
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WHAT IT CONTROLS
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Accounts
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Sets the accounts used for Manual
Adjustments, Inventory, Invoice Expense, Return to Vendor, and Global.
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Autonumber
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Defines how Yellow Dog generates
SKUs and other numbers, such as invoice numbers. Configured during
implementation.
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Interfaces
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Controls how items behave in your
point of sale and other integrations. Set at the store, level, or item.
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Options
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Customizes the system, from
item-level settings to system-wide settings. Includes Global, Recipes, API
Configuration, Inventory, Fonts, Labels, and Purchase Order Approvals.
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Print
Templates
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Creates and edits any printable
document in the system, including labels, receipts, and purchasing documents.
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Employees
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Adds and manages employees and
their feature permissions, individually or through Employee Groups, Employee
Options, and Employee Roles.
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Stores
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Reviews and edits store setup
information such as Accounting IDs, Company IDs, square footage, and store
behaviors. Also includes Store Lists and Store Approval Types.
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KEY FEATURES
Interfaces
follow a hierarchy
Interfaces
control item behavior in the POS and in other integrations, and you can set
them in three places: by Store, by Level, and by Item.
Lower levels override higher ones: a level interface overrides a store
interface, and an item interface overrides both. Setting interfaces at the
level or item is usually safest, because item-level changes are the easiest to
reverse.
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Caution: Setting interfaces at the store level
applies them to every item in the store. Avoid changing store-level
interfaces unless you are certain of the result, and reach out to Support or
your Implementation Guide if you have questions.
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Global Options
apply to the whole database
The Global
section sets rules that affect every store, including the System Closeout Date
(which blocks back-dating past a set date), the Cost Calculation Method,
Negative On-Hand cost handling, purchasing parameters, and foreign currency.
Move the closeout date forward as you close each month or quarter with
accounting.
Employee
access has multiple layers
You can grant
permissions to individual employees or manage them through Employee Groups,
which apply the same access to many employees at once. Groups are
store-specific. Employee Options also let you validate logins against Windows
accounts or Active Directory, and Employee Roles support hierarchical PO
approvals.
Print
Templates are fully customizable
The built-in
print template editor lets you create or modify any printable document, such as
labels, receipts, and purchasing documents. You can copy a default template
before editing so the original stays intact, then add data fields, expressions,
text, and pictures.
BEST PRACTICES
Change
settings at the safest level
• Set interfaces at the level or item rather than
the store, so changes are contained and easy to reverse.
• Copy a default print template before customizing
it, rather than editing the original.
Lean on your
guide for system-wide settings
• Confirm Global Options, foreign currency, and
store interfaces with Support or your Implementation Guide before changing
them.
• Keep your System Closeout Date current by moving
it forward at each monthly or quarterly close.
Last reviewed: June 2026
· Applies to: Yellow Dog
Inventory 2026