Purchase Orders
New Feature! Vendor Tab Enhancements
The Vendor Products tab now replaces the Vendors tab and have been enhanced to coincide with Bidding workflow. Click Here for more information on Bidding. On the Vendor Products tab users will now find the following fields: · Assign Primary ...
Bidding User Guide
*Bidding is available in Version 374+* This document will review enabling, configuring, and using the bidding feature in Yellow Dog. The bidding feature allows users easily import bid pricing from multiple vendors that the system will then sort ...
How do I cancel a Purchase Order?
Issue: I have ordered items through a Purchase Order, but now will not be receiving them. Is there a way to cancel this Purchase Order? Resolution: Yes! Use the Canceled feature within your Purchase Order to indicate that it has been cancelled and ...
How do I use the Email PO to Vendor Function?
This video will demonstrate using the Email PO to Vendor Function Confirm the Vendor Contact has an email address attached: 1. Navigate to Common Setup and select Vendors and Manufacturers. 2. Highlight the vendor in ...
Can I Pre-Allocate quantities to different stores on a Purchase Order?
Yes! Pre-Allocation is a process that helps determine how ordered product should be allotted to other stores. This feature benefits clients that face the distribution challenge and aids in the necessary document creation for proper product receipt ...
How do I set up PO Approval Ranks & Approvers?
Purchase Order Approvals are used when approval is required to place orders, i.e. purchasing amount restrictions. You can set different PO amounts to different “Ranks”, allowing certain employees to order different amounts or approve up to ...
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 do I Create and Approve a Purchase Order with Purchase Order Approvals?
Purchase Orders Approvals Purchase Order Approvals are used when approval is required to place orders, i.e. purchasing amount restrictions. You can use the threshold method, which only requires one approver, or you can create Hierarchical Approvals ...
How do I create a Purchase Order?
This video will demonstrate how to create a Purchase Order Purchase Orders Purchase Orders are used when placing orders for stock that you need from a particular vendor. You might send this directly to your vendor or to your purchasing department. ...
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 ...