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Yellow Dog White Belt > White Belt - F&B > Flashcards

White Belt - F&B Flashcards

1
Q

Item Management

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

A
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2
Q

Item Management

How many children items can a parent item have?

A

Unlimited

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3
Q

Item Management

What are 3 reasons for creating child items?

A

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

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4
Q

Item Management

What filter would I use to view only parent items?

A

Other dropdown, Hide Child Items

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5
Q

Item Management

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

A

Parent Child View

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6
Q

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?

A

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

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7
Q

Item Management

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

A

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

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8
Q

Item Management

What view would I use to see what product is out of date?

A

Expiration View

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9
Q

Item Management

How would I set the expiration days on an item?

A

Item Editor \ F&B Others Tab

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10
Q

Item Management

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

A

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

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11
Q

Item Management - Manual Adjustments

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

A

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

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12
Q

Item Management - Manual Adjustments

What are typical manual adjustment accounts for F&B?

A

Waste, expired, damaged

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13
Q

Item Management - Manual Adjustments

Show me how to create a waste log.

A

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

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14
Q

Common Setup - Attributes

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

A

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

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15
Q

Common Setup - Locations

Where do you go to create a new location?

A

Common Setup \ Locations

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16
Q

Common Setup - Locations

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

A

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

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17
Q

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.

A

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

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18
Q

Common Setup - Locations

How do I assign a location to an item?

A

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

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19
Q

Common Setup - Recipe Types

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

A

Common Setup \ Recipe Type \ Create New Recipe Type

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20
Q

COGS

Will every F&B have COGS configured?

A

Yes!

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21
Q

COGS

Show me where you go to create COGS accounts.

A

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

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22
Q

COGS

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

A

1) POS Item Map 2) Interfaces

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23
Q

Recipes

Where would I go to create a new recipe?

A

Item Management \ Recipes

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24
Q

Recipes

How do I assign a recipe type to an item?

A

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

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25
Q

Recipes

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

A

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

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26
Q

Recipes

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

A

A volume/weight was not set on the item editor

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27
Q

Recipes

Show me how to include a recipe in a recipe.

A

Recipe Editor \ Add Ingredient Recipe

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28
Q

Recipes

Why would you create a batch recipe item?

A

to count batch/prep items in physical inventories

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29
Q

Recipes

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

A

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

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30
Q

Recipes

Show me two ways to print a recipe.

A

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

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31
Q

Recipes

Show me how to print multiple recipes at one time.

A

Item Management \ Recipes \ highlight multiple recipes and select print

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32
Q

Recipes

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

A

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

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33
Q

Recipes

When would you use the “Convert Units” check box on the recipe print editor?

A

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

34
Q

POS Item Map

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

A

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

35
Q

POS Item Map

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

A

“…” under the recipe column

36
Q

POS Item Map

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

A

“…” under the Ingredient 1 column

37
Q

POS Item Map

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

A

Click the box “Hide POS items that have a Recipe mapped”

38
Q

POS Item Map

How do I refresh the POS Item Map after mapping?

A

Click “Refresh” on the top tool bar

39
Q

POS Item Map

Show me how to reprocess sales after completing new recipe mapping

A

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

40
Q

Purchasing

Show me where EDI Invoices appear once they are imported.

A

Purchasing \ Invoices

41
Q

Purchasing

Show me how to alias an item.

A

Highlight item in the invoice editor and select “Alias”

42
Q

Purchasing

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

A

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

43
Q

Purchasing

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

A

Open the Item Editor and select the Vendor Products tab

44
Q

Physical Inventory - Count Sheets

Show me how to create a count sheet.

A

Physical Inventory \ Count Sheets \ Create New Count Sheet

45
Q

Physical Inventory - Count Sheets

Show me how to create a Count Sheet with items not on any Count Sheet.

A

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”.

46
Q

Physical Inventory - Count Sheets

Show me how to sort a Count Sheets A-Z

A

Use the “Sort A-Z” button on the Count Sheet Editor

47
Q

Physical Inventory - Count Sheets

Show me how to create a physical inventory from a Count Sheet

A

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

48
Q

Physical Inventory - YD Mobile

Show me where I would go to view recipes.

A

Recipe List

49
Q

Physical Inventory - YD Mobile

How would you check off a recipe ingredient as you are prepping a recipe?

A

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

50
Q

Physical Inventory - YD Mobile

Can I added pictures to a recipe in YD Mobile?

A

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

51
Q

Physical Inventory - YD Mobile

Show me how to create a session from Count Sheets in YD Mobile

A

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.

52
Q

Physical Inventory - YD Mobile

How can I enter counts using “+” and “-“ buttons

A

VALUE!

53
Q

Physical Inventory - YD Mobile

Show me how I can add counts to my items.

A

Click on item and use the calculator to add counts.

54
Q

Physical Inventory - YD Mobile

From within a session, show me how to scan a barcode.

A

Add Items From \ Scan

55
Q

Physical Inventory - YD Mobile

Show me how to add an item to a session in YD Mobile.

A

Add Items From \ Item Lookup

56
Q

Physical Inventory - YD Mobile

How do you reorder items in a session?

A

Utilities \ Reorder

57
Q

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?

A

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”

58
Q

Physical Inventory - Session

Show me how you can view all created sessions.

A

Physical Inventory \ Sessions

59
Q

Physical Inventory - Session

Show me how you can send a session back to YD Mobile.

A

Highlight session and click “Force Recount”

60
Q

Physical Inventory - Session

Does a user need permissions to mark a session as process (376)?

A

yes, they need the employee access permission “Mark As Processed”

61
Q

Physical Inventory - Session

Should me how a would create a session in YDI.

A

Physical Inventory \ Sessions \ Create New Session

62
Q

Physical Inventories

Should me how a would create a session in YDI.

A

Physical Inventory \ Sessions \ Create New Session

63
Q

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)?

A

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

64
Q

Physical Inventories

Tell me what happens when a batch recipe is counted.

A

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

65
Q

Physical Inventories

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

A

Select “Hide All Location Columns”

66
Q

Physical Inventories

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

A

No

67
Q

Physical Inventories

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

A

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

68
Q

Reporting

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

A

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

69
Q

Reporting

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

A

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

70
Q

Reporting

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

A

Troubleshooting \ All Sales Captured

71
Q

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.

A

“Assigned To” column

72
Q

Reporting

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

A

Troubleshooting \ All items not on any Count Sheet

73
Q

Reporting

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

A

Troubleshooting \ Unmapped Sales Captured

74
Q

Reporting

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

A

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

75
Q

Reporting

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

A

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

76
Q

Reporting

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

A

Inventory \ Adjustments \ Manual Adj - Detailed

77
Q

System Setup

Show me where I can set Vendor PNs to be required

A

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

78
Q

System Setup

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

A

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

79
Q

System Setup

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

A

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

80
Q

System Setup

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

A

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

81
Q

System Setup

Where would you go to change the name of “Locations” as it is displayed in the database?

A

System Setup \ Options \ Labels \ Other - Flag

Yellow Dog White Belt (4 decks)

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