General
Email Invoice Processing – Error response received when processing unsupported file type
Yellow Dog Inventory Troubleshooting: Email Invoice Processing – Error response received when processing unsupported file type Issue: User received the following unsuccessful processing response when sending an invoice for invoice staging: “The ...
Best Practices for Collecting Inventory Counts During Business Hours
This document will provide recommendations for clients who must count during business hours. Yellow Dogs best practice for performing a physical inventory is to capture counts outside of business hours, however; Yellow Dog understands that there are ...
Using Catch Weight Items in Purchasing (F&B)
Catch weight items are important to identify and process correctly when invoicing to ensure proper inventory management.
Purchasing Flow for Food and Beverage
The Yellow Dog Inventory purchasing flow ensures that all aspects of inventory management, from restocking to adjusting errors in transfers, are covered systematically. Each document type in the flow serves specific functions that collectively ...
How to Process New Items Created by an EDI
Proper management of new items created by an EDI ensures purchases are properly recorded and inventory items are accurately maintained. This article is for Yellow Dog Inventory version 376 and prior What is an EDI? An EDI integration allow invoices ...
How do I configure EDI Dimensions?
Setting EDI dimensions allows Yellow Dog to correctly assign inventory items when processing EDI imported invoices if (1) the vendor PN is used for multiple item sizes or (2) if your EDI integration requires this configuration. What is an EDI ...
How to move a purchasing document to the next step of the purchasing flow?
In the Purchasing module in Yellow Dog, users can ‘convert’ a purchasing document from one stage of the purchasing flow, to the next. For example – if your team is taking advantage of the full purchasing flow, they will ‘convert’ Purchase Orders into ...
Can I use the USB scanner to add items to a purchasing document?
Yes! The Unitech USB scanner sold in the Yellow Dog webstore can be used to add items to any purchasing document. Additionally, items scanned into Recipes, Physicals, Manual Adjustments, & Manual Sales. The out of the box configuration will allow ...
What are Yellow Dogs best practices for catching up on purchasing?
Yellow Dog understands that every team is busy, and sometimes things fall through the cracks. Below are Yellow Dogs best practices for when you need to catch up on purchasing. Purchase Orders: Review the items locked report. This can be located ...
Troubleshooting: How to I resolve the issue of not being able to add an item to a purchasing document?
Issue: The item is active, but I am unable to add it to a purchasing document Resolution: Confirm that the item is configured to be added to purchasing documents. Note: Other Details tab in the item editor is required to perform this task. If you ...
Troubleshooting: How do I resolve the issue of an item being locked by a purchasing document?
Issue: Item cannot be updated because the item is “locked by a purchasing document”. Resolution: Use the Items Locked report to determine which purchasing document(s) the item is on, and zero out the quantity to resolve the on-order quantity that is ...
Troubleshooting: What do I do if my Purchasing Document disappeared while I was making it?
Have a Purchasing document that disappeared? Occasionally purchasing documents will slip into the background of Yellow Dog. If this happens please provide Yellow Dog Support, or your Implementation Guide the following for the fastest resolution: ...
Troubleshooting: What do I do if there are duplicate lines printing on my Purchasing Documents?
There is a known issue of lines on purchasing documents doubling up when printed. Please reach out to Yellow Dog Support(757-663-7514) for assistance in resolving this matter.
Troubleshooting: How can I remove a Purchasing Document?
1. Locate and Open the Purchasing document 2. Change the quantities in the document to 0 for all products. *If this is an invoice, change the total invoice amount and expenses to $0.00. 3. Save and Close. 4.If the status of the document was open, ...
How do I navigate the Purchasing Module?
Purchasing The Purchasing section of Yellow Dog Inventory enables users to handle every aspect of the “Purchasing Flow.” Each purchasing screen has filters at the top. The main filters are for Store, Vendor, Status, Committed Date Ranges and the ...
How can I Mark Invoices and Receipts as Prepaid?
Marking Invoices and Receipts as Prepaid You can now mark Receipts or Invoices as Prepaid, either automatically or manually, and they will not be included in your accounting export. If a vendor will always be prepaid, use the new checkboxes in the ...
What is Fill to Par?
This video will demonstrate how to use the fill to par function Fill to Par in Purchasing In Purchasing documents such as Requests, Purchase Orders and Transfers there is now an additional “Fill to Par” option. Once all items have been brought into ...