Invoices
How To: Track Keg Deposits and Returns
Tracking keg deposits and returns ensures accurate costs and reconciliation on invoices. Permission to create items Permission to view and edit invoices Create a separate Keg Deposit/Return item for each vendor that supplies draft beer. Use this item ...
376 How to be an EDI Invoicing Hero
EDI Invoices can save the day and make invoicing a breeze but if processed incorrectly it can be a hidden troublemaker ready to create inventory mayhem. You can be the hero by following the steps in the below document. This article review how to ...
FAQs: Why does the extended cost for an item not match the vendor invoice?
Q: Why does the extended cost for an item not match the vendor invoice? A: The Extended Cost (automatically calculated by Yellow Dog) may not match the Extended Price or Total Cost for an item from the vendor invoice due to unit prices that are ...
Can split cases be accommodated when using EDIs?
Issue: My vendor sells bulk product and allows for partial quantities to be received. Is there a way for that to be accounted for? Resolution: Yes! Add the vendors size dimension, and vendor SKU to the parent & child item in question. For this ...
Troubleshooting: What is the best way to deal with duplicates created by EDIs?
This video will demonstrate dealing with duplicates
How To: Uncommit Invoice
If an invoice is committed before it’s final, you can uncommit it to make corrections. Permission to view invoices Permission to uncommit invoices Uncommit an invoice In the Purchasing module, go to Invoices. Filter to find the invoice. Open the ...
How To: Create an Invoice
The purchasing workflow is highly customizable, but invoices are universal and required for all clients. Invoices update an item’s calculated cost. If your team doesn’t use receipts, invoices also update on-hand quantities. Maintaining accurate ...