White Belt - F&B

Question 1

Item Management

Show me an item setup up with a parent child relationship.

Question 2

Item Management

How many children items can a parent item have?

Answer 2

Unlimited

Question 3

Item Management

What are 3 reasons for creating child items?

Answer 3

“1) Additional purchasing size
2) Count sizes for physical inventory
3) recipe sizes ex. 1 egg”

Question 4

Item Management

What filter would I use to view only parent items?

Answer 4

Other dropdown, Hide Child Items

Question 5

Item Management

How would I view the theoretical on hand count of child items?

Answer 5

Parent Child View

Question 6

Item Management

What the difference between a regular parent child relationship and a reverse parent child relationship? What is a example item type that an F&B client might want to set up as a reverse parent child relation ship?

Answer 6

“Regular - purchasing size is parent
Reverse - smaller size is parent ex. Wine”

Question 7

Item Management

Where would I see in the item editor what recipes the item is in?

Answer 7

Item Editor \ F&B Details Tab \ Under how is this item used in recipe? There will be a recipe field

Question 8

Item Management

What view would I use to see what product is out of date?

Answer 8

Expiration View

Question 9

Item Management

How would I set the expiration days on an item?

Answer 9

Item Editor \ F&B Others Tab

Question 10

Item Management

How do you copy an item and its family (376)?

Answer 10

Item Management \ Inventory Items \ Create new Item base on selected \ The whole family

Question 11

Item Management - Manual Adjustments

Show me how to enter a manual adjustment for waste (pick any item you would like)?

Answer 11

Highlight item and select Adjust on Hand, at a negative qty adjustment, assign accounting type and reference

Question 12

Item Management - Manual Adjustments

What are typical manual adjustment accounts for F&B?

Answer 12

Waste, expired, damaged

Question 13

Item Management - Manual Adjustments

Show me how to create a waste log.

Answer 13

create an item list and use one of the print templates for a waste log

Question 14

Common Setup - Attributes

Create a recipe attribute for Gluten Free with a true or false selection.

Answer 14

Common Setup \ Attributes \ Recipe Attributes \ Create New Attribute \ Type dropdown - Boolean

Question 15

Common Setup - Locations

Where do you go to create a new location?

Answer 15

Common Setup \ Locations

Question 16

Common Setup - Locations

Where can you go to see the items that are assigned to a location at a specific store?

Answer 16

Common Setup \ Locations \ Edit Location \ use the store dropdown

Question 17

Common Setup - Locations

Show me how you would reorganize items assigned to a specific store’s location to so they would be in a sheet to shelf order.

Answer 17

Common Setup \ Locations \ Edit Location \ use the store dropdown \ click to highlight an item and use the arrow to move up and down

Question 18

Common Setup - Locations

How do I assign a location to an item?

Answer 18

Intem Management \ Inventory Items \ Locations View - right click item and select set location

Question 19

Common Setup - Recipe Types

Show me how to create a new recipe type for Appetizers.

Answer 19

Common Setup \ Recipe Type \ Create New Recipe Type

Question 20

COGS

Will every F&B have COGS configured?

Answer 20

Yes!

Question 21

COGS

Show me where you go to create COGS accounts.

Answer 21

System Setup \ Accounts \ COGS Account tab \ Create New Accounting Code

Question 22

COGS

Show me 2 places where COGS are assigned in Yellow Dog.

Answer 22

1) POS Item Map 2) Interfaces

Question 23

Recipes

Where would I go to create a new recipe?

Answer 23

Item Management \ Recipes

Question 24

Recipes

How do I assign a recipe type to an item?

Answer 24

Recipe Type dropdown in the Recipe Editor or right clicking recipe and selecting Set Recipe Type

Question 25

# Recipes After selecting Add Ingredient Item in a recipe, I cannot find an item in my inventory. What happened/show me how to resolve?

Answer 25

The item was not set as a recipe ingredient item on the item editor

Question 26

# Recipes The UOM dropdown is not available. How do I resolve this?

Answer 26

A volume/weight was not set on the item editor

Question 27

# Recipes Show me how to include a recipe in a recipe.

Answer 27

Recipe Editor \ Add Ingredient Recipe

Question 28

# Recipes Why would you create a batch recipe item?

Answer 28

to count batch/prep items in physical inventories

Question 29

# Recipes What steps need to be completed to create a batch recipe item?

Answer 29

1) create recipe 2) create batch item 3) assigned recipe on the Create Kit/Recipe Tab of the item editor 4) set behavior

Question 30

# Recipes Show me two ways to print a recipe.

Answer 30

"1) Item Management \ Recipes \ highlight recipe and click print 2) Item Management \ Recipes \ Recipe Editor \ Print"

Question 31

# Recipes Show me how to print multiple recipes at one time.

Answer 31

Item Management \ Recipes \ highlight multiple recipes and select print

Question 32

# Recipes Show me how to scale a recipe. What does scaling a recipe do?

Answer 32

After selecting print on a recipe, use the scale recipe field

Question 33

# Recipes When would you use the "Convert Units" check box on the recipe print editor?

Answer 33

When scaling recipes so they are in the best units (ex. instead of 18 oz you would see 1 lb 2 oz.)

Question 34

# POS Item Map Show me two ways to assign a COGS account to a POS Items on the POS Item Map.

Answer 34

"1) ""…"" under the COGS column 2) Highlight POS Menu Item and select assign COGS to X Items"

Question 35

# POS Item Map Show me how to assign a recipes to a POS Item on the POS Item Map.

Answer 35

"…" under the recipe column

Question 36

# POS Item Map Show me how to map a 1 to 1 item (can of coke) on the POS Item Map.

Answer 36

"…" under the Ingredient 1 column

Question 37

# POS Item Map How do I display only POS Items that do not have a recipe assigned?

Answer 37

Click the box "Hide POS items that have a Recipe mapped"

Question 38

# POS Item Map How do I refresh the POS Item Map after mapping?

Answer 38

Click "Refresh" on the top tool bar

Question 39

# POS Item Map Show me how to reprocess sales after completing new recipe mapping

Answer 39

Go to Item Management \ Recipes \ highlight the recipe that you mapped and select "Reprocess Sales".

Question 40

# Purchasing Show me where EDI Invoices appear once they are imported.

Answer 40

Purchasing \ Invoices

Question 41

# Purchasing Show me how to alias an item.

Answer 41

Highlight item in the invoice editor and select "Alias"

Question 42

# Purchasing What could be a reason why I cannot find an existing inventory item when aliasing?

Answer 42

1) The item is not assigned to the vendor 2) the item is not assigned to the store

Question 43

# Purchasing Once an item has been aliased show me where I can see the new Vendor PN.

Answer 43

Open the Item Editor and select the Vendor Products tab

Question 44

# Physical Inventory - Count Sheets Show me how to create a count sheet.

Answer 44

Physical Inventory \ Count Sheets \ Create New Count Sheet

Question 45

# Physical Inventory - Count Sheets Show me how to create a Count Sheet with items not on any Count Sheet.

Answer 45

In the Count Sheet Editor use the Include dropdown to select " Include all items in the store that do NOT belong to another Count Sheet".

Question 46

# Physical Inventory - Count Sheets Show me how to sort a Count Sheets A-Z

Answer 46

Use the "Sort A-Z" button on the Count Sheet Editor

Question 47

# Physical Inventory - Count Sheets Show me how to create a physical inventory from a Count Sheet

Answer 47

Physical Inventory \ Count Sheets \ click to highlight count sheet then select "Create Physical"

Question 48

# Physical Inventory - YD Mobile Show me where I would go to view recipes.

Answer 48

Recipe List

Question 49

# Physical Inventory - YD Mobile How would you check off a recipe ingredient as you are prepping a recipe?

Answer 49

Select a recipe then use the box under the ingredients sections to check off the ingredient

Question 50

# Physical Inventory - YD Mobile Can I added pictures to a recipe in YD Mobile?

Answer 50

Yes, by using the camera icon at the top right.

Question 51

# Physical Inventory - YD Mobile Show me how to create a session from Count Sheets in YD Mobile

Answer 51

Select a store from the dropdown (if the client has multiple stores), select Count Sheets, use the "+" to start a new session, name the session then select a count sheet.

Question 52

# Physical Inventory - YD Mobile How can I enter counts using "+" and "-" buttons

Answer 52

#VALUE!

Question 53

# Physical Inventory - YD Mobile Show me how I can add counts to my items.

Answer 53

Click on item and use the calculator to add counts.

Question 54

# Physical Inventory - YD Mobile From within a session, show me how to scan a barcode.

Answer 54

Add Items From \ Scan

Question 55

# Physical Inventory - YD Mobile Show me how to add an item to a session in YD Mobile.

Answer 55

Add Items From \ Item Lookup

Question 56

# Physical Inventory - YD Mobile How do you reorder items in a session?

Answer 56

Utilities \ Reorder

Question 57

# Physical Inventory - YD Mobile If I reorder items in the session, will I have the open to save the count sheet with the new order?

Answer 57

Yes, when finalizing the session you will be asked if you would like to update the template. You have the option to "No, do not update the template" or "Yes, update the template"

Question 58

# Physical Inventory - Session Show me how you can view all created sessions.

Answer 58

Physical Inventory \ Sessions

Question 59

# Physical Inventory - Session Show me how you can send a session back to YD Mobile.

Answer 59

Highlight session and click "Force Recount"

Question 60

# Physical Inventory - Session Does a user need permissions to mark a session as process (376)?

Answer 60

yes, they need the employee access permission "Mark As Processed"

Question 61

# Physical Inventory - Session Should me how a would create a session in YDI.

Answer 61

Physical Inventory \ Sessions \ Create New Session

Question 62

# Physical Inventories Should me how a would create a session in YDI.

Answer 62

Physical Inventory \ Sessions \ Create New Session

Question 63

# Physical Inventories When creating a physical inventory, I need to create a cycle count but the Physical Inventory Type selections is grayed out. What causes this (376)?

Answer 63

The employee needs the employee access permission "Change Default Physical Type" in order to be able to change the default selection.

Question 64

# Physical Inventories Tell me what happens when a batch recipe is counted.

Answer 64

The ingredient items are effected. The batch recipe item never holds an on-hand.

Question 65

# Physical Inventories Show me how to add/remove Locations in the Physical Inventory Editor.

Answer 65

Select "Hide All Location Columns"

Question 66

# Physical Inventories If I only have COGS setup (do not have recipes) would you review variances?

Answer 66

No

Question 67

# Physical Inventories After committing a physical, can you show me what AvT (Actual vs. Theoretical) reports are available within the Physical Inventory Editor?

Answer 67

Select "Report…" (AvsT by Item, AvsT by Vendor, AvsT by COGS Dept, Avst by COGS category").

Question 68

# Reporting Show me what report a client would run after a physical inventory to review food cost by department.

Answer 68

F&B \ Food Cost \ COGS Reporting \ Food Cost by COGS Department

Question 69

# Reporting Show me what report a client would run after a physical inventory to review actual vs theoretical information by item.

Answer 69

F&B \ Food Cost \ Actual vs Theoretical \ By Item

Question 70

# Reporting Show me how to generate a report of all sales as they appear from the POS.

Answer 70

Troubleshooting \ All Sales Captured

Question 71

# Reporting Show the column in the All Sales Captured report that will let you know if a recipe has not been mapped to the POS item.

Answer 71

"Assigned To" column

Question 72

# Reporting Show me the report that includes items not on any Count Sheet

Answer 72

Troubleshooting \ All items not on any Count Sheet

Question 73

# Reporting Show me the report that includes items not mapped to the POS

Answer 73

Troubleshooting \ Unmapped Sales Captured

Question 74

# Reporting Show me the report that includes item not mapped to a COGS Account

Answer 74

F&B \ COGS Reporting \ Inventory Items with no COGS Account

Question 75

# Reporting Show the the report that includes POS Items not mapped to COGS accounts

Answer 75

F&B \ COGS Reporting \ POS Items with no COGS Account

Question 76

# Reporting Show me what report I can run to track my food waste.

Answer 76

Inventory \ Adjustments \ Manual Adj - Detailed

Question 77

# System Setup Show me where I can set Vendor PNs to be required

Answer 77

System Setup \ Options \ Global \ Purchasing - "Vendor PN is required" checkbox

Question 78

# System Setup Show me where I can allow recipes to have individual target cost percentages

Answer 78

System Setup \ Options \ Global \ Recipes \ Allow Recipes to have individual Target Cost Percents

Question 79

# System Setup How do I turn off label printing system wide when receiving/invoicing items

Answer 79

System Setup \ Options \ Inventory \ Retail vs F&B Options \ Turn this OFF if you do not want to print labels when receiving invoicing items

Question 80

# System Setup Where would you go to update how negative on hands are calculated?

Answer 80

System Setup \ Options \ Inventory \ Other Options - Negative OnHands dropdown

Question 81

# System Setup Where would you go to change the name of "Locations" as it is displayed in the database?

Answer 81

System Setup \ Options \ Labels \ Other - Flag