YDMobile Manual
Summary
This document provides detailed information on navigating the Yellow
Dog YDMobile application. You can also request additional training by
contacting Support.
Support Information
Support Hotline: 757.663.7514 (9am – 6pm EST Monday – Thursday,
9am-5pm Friday)
Emergency Support: 757.818.9360, option 2
Submit Tickets to Support: Portal.Yellowdogsoftware.com
Click here to
schedule a one-hour training session. Training is up to one
hour and free of charge to any customers currently on support.
To access our Knowledge
Base, click here.
Pre-configuration
Use of the YDMobile is only compatible with
Yellow Dog version 362 (or higher) and for hosted customers. If you are currently
on another version of Yellow Dog or not hosted, you will need to consult your
Implementation Guide or contact Support for upgrade scheduling or about
becoming hosted.
To install the YDMobile app navigate to the iTunes/Android
marketplace and search “YDMobile”.
Once downloaded, you will need your Client ID, Username and
Password. This information can be obtained from your Implementation Guide or by
contacting Support.
Login
To login to the App, enter your Client ID and
Yellow Dog Username and Password.
Help information is located on the main screen by
clicking the blue hyperlink. This will display Yellow Dog contact information
and App Info.
For the Unitech 602 devices, you can use the scanner when you are on
the home screen to open an item.
Navigating the Main Page
Navigating the Settings Page
Permission Tab
Inventory Items
Item Details
The details of the item selected will display here. This includes:
· On Hand amounts. Swipe left to view specific store settings and amounts.
· Dimensions
· Level
· Vendor/Manufacturers
· Par Level and Reorder Point
·
Retail and Calculated Cost.
Item Retail Change
Adding Items to a Transfer Issuance, Manual Adjustment or Request
There are four options to bring in items to the above sections.
By clicking on the
you can decide how to
bring in items. Once you’ve made your selection you will be able to enter and
edit quantities before committing.
After adding items to the editor, you can swipe right on an item to delete the item from the editor.
Transfer Acceptance
Users can Accept less than what was Issued, if needed. The Transfer Editor will display both the Issued and the Accepted quantity and cost for each item.
CountSheets
Users will create Count Sheets in the Yellow Dog Client, with sheet-to-shelf capability. The sheet will be accessible on the mobile app for inventory data collection.
Creating a New Session
To create a new Session, click on the icon on the top left on the Sessions screen.
You will need to enter a name for the session. It is recommended to use Store Code/Name (if multiple stores exist), Date and User Name. Next you will choose a Count Sheet to use.
Lastly, tap Create.
Adding Counts
Once you create a session, the count sheet you’ve selected will populate in the same order it was organized in the client.
Each item will have the Size, Color or Dimension 2, Primary Vendor, displayed. This information cannot be edited in the app.
To Start counting, you can enter
counts using the rockers,
or
. You can also enter counts by tapping
, this will pull up the calculator and key pad to enter in a
count.
Uploading vs Finalizing Count Sheets
There are two options to get your sessions into Yellow Dog.
By tapping on the
(floppy disk) in the lower
right, you will Upload the Session to Yellow Dog. Uploading the Session allows
the selected Session to still be accessible and editable on your mobile device
while saving counts to the Yellow Dog Client. We recommend using this selection
periodically during the inventory process. You can upload sessions as often as
you like.
If you are 100% finished with your session, you should
select
(Slide to Finalize). This will upload the session and remove
it from your mobile device. If changes need to be made to any counts you will
need to edit them in the main Physical Inventory editor once the session has
been brought in.
The only way a Finalized Session will reappear on your mobile device is when “Force Recount” has been selected in the Yellow Dog Client for that session.
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