White Belt - Core Flashcards
Access Methods
What are the 3 ways to access Yellow Dog Inventory?
1) Windows
2) Mac
3) Web Browser (Remote Desktop Web Client)
Did you know? Yellow Dog is a windows based program so we recommend installing on a windows computer.
Access Methods
What application is used to install Yellow Dog Inventory on Windows?
MSI Installer
Did you know? The MSI installer can be found by logging into FileZilla using the YDS_Install credientals (in LastPass) then navigating to the folder for the verison you are installing. You will find the MSI Installer under the PROD/MSI folder.
Access Methods
What application is used to install Yellow Dog on a Mac?
Microsoft Remote Desktop
Did you know? Clients can dowload Microsoft Remote Desktop on their computer by visting the App Store. Full instalations instructions for Yellow Dog on a mac are found on the Knowledge Base.
Access Methods
What do clients use to access Yellow Dog through a web browser?
Remote Desktop Web Client
Did you know? Clients will need to be provided the Remoe Desktop Web Client link and their Remote Access Credentials. You can generate Remote Access Credentials by going to Connect Wise/Access/Internal Servers and opening the YDSRAS server. Click the “Setup Remote App” icon, select the client, then enter the Client Name and hit OK then YES. A file with the credentials will populate. Save this information, if you close out you will not be able to pull up the credentials again.
Access Methods
Which access method(s) can print to PDF?
All (Windows, Mac, Remote Desktop Web Client)
Did you know? If printing to PDF on a web browser you will need to print to the “Remote Desktop Virtual Printer”
Access Methods
Which access method(s) can export to Excel?
Windows and Mac
(You cannot export on a web browser)
Did you know? To export to Excel on a Mac, some setup is required and the instructions can be found on the Knowledge Base. The client will also need Excel installed on their computer to be able to export in Excel.
Access Methods
Which access method(s) can print documents\reports directly from Yellow Dog?
Windows
(Sending docs\reports directly to a printer is only available on Windows, other access methods can export to PDF, then print)
Access Methods
Which access method(s) can print labels?
Windows
(Cannot print labels from a Mac or Remote Access)
Basic Navigation
Show me the “Announcements” Screen.
Left Hand Navigation - Home \ Annoucements
Basic Navigation
Show me the Watch Dog (Advisor) Report.
Left Hand Navigation - Home \ Watch Dog (376) Advisor (375)
Basic Navigation
Show me where you change your login password.
“Change Password” on top tool bar
Basic Navigation
Show me where you can set up password recovery.
“Password Recovery” on top tool bar
Did you know? All clients should setup password recovery as soon as possible to avoid having to reach out to Support to reset their password in the future. Password Recorvery will require clients to provide 2 questions and answers. If they forget their password after setting up password recovery they can select “Forgot Password” on the login screen and answer the questions to reset their password.
Basic Navigation
Show me where I can change themes.
“Themes” dropdown on the top tool bar
Did you know? There are 3 themes available 1) Classic 2) Dark 3) Yellow Dog
Basic Navigation
What are the two places you can find support contact information?
1. “Help” dropdown under “Client Services”
2. Top right of YD
Basic Navigation
Show me “On-Form Help”.
Right hand side bar then click to extend.
Did you know? In trainings you should always review the on-form help and convey how helpful it is for new users when learning the system.
Basic Navigation
Where can you find the Client ID?
On the bottom bar of Yellow Dog
Did you know? The client ID is needed to access any of the Yellow Dog mobile apps.
Basic Navigation - Views
How can you update item information from the Inventory Items screen?
Interactive View
Did you know? Any colored field in the Interactive View is editable. You should advise clients to be very careful when using the interactive view because it automatically saves any changes and changes cannot be undone.
Basic Navigation - Views
What view will show you a list of vendor prices that have never been set?
Problem Items View
Basic Navigation - Views
How can I see when an item was created?
Activity View
Basic Navigation - Views
What view can be used to find the GL Code for all items?
Interface Codes (as of last sync)
Basic Navigation - Views
How can I view on hands for all stores?
All Stores View
Basic Navigation - Views
What view can I use to filter items by dimension?
Merchandiser View
Basic Navigation - Views
How do you prevent items from populating in the Inventory Item screen upon logging in?
This would be used for a client with a very large dataset
Check “Delay data fetch until a search string is entered”
Common Setup - Levels
Show me where to find Inventory Levels.
Common Setup \ Inventory Levels