What are Sessions?
Sessions
Sessions are lists of item counts. They are typically generated in one of our mobile apps, but they can also be created manually in the session area of Yellow Dog. Most often they are pulled into Physical Inventories, however they can also be used for creating Manual Adjustments, and in Purchasing documents.
The Sessions area under Physical Inventory allows you to manage sessions from mobile apps, handheld devices, or those created directly in the client. They can be filtered down to a specific store’s sessions, session status or to those sessions containing a specific item.
On this screen, you can:
- Create New Sessions – allows you to create a new session directly in Yellow Dog for manual data entry of a count sheet.
- View Session – allows you to view any review any existing session. Keep in mind that if you are using a Mobile App a session is not completed until the status is “Finalized”.
- Delete sessions – useful for keeping session lists organized. Once this is done, there is no way to undelete a session.
- Import 3rd Party Session – Allows the import of Third Party Sessions that have been added via our API.
- Mark as Processed – Use this to indicate that a session has been used in a physical or another document and should not be used again.
- Adjust on Hand- allows you to use a session to make a bulk manual adjustment. Whatever session you have highlighted when you hit “Adjust on Hand” will then load into a Manual Adjustment editor. Users will still be required to enter Accounting and Reference fields based on system setup.
- Force Recount – If using one of the Mobile Apps, force recount will send the session back to its original device to be recounted.
- Create Physical – this will allow you to highlight one or more sessions and create a physical inventory based on only the items that are in the session. This is not our recommended option and should only be used with caution as the likelihood of leaving off items that should be counted is high.
- Launch Sync YDI with Handheld– shortcut to launch the handheld sync. Works the same as the desktop shortcut.
- Configure Sync YDI with Handheld – This is a shortcut to configure the handheld sync. Your implementation guide will walk you through configuring the sync. This will need to be done on each computer the handheld is plugged into.
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