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Yellow Dog White Belt > White Belt - Retail > Flashcards

White Belt - Retail Flashcards

1
Q

Item Management - Views

How can you search for items by UPCs?

A

SKUs, Vendor SKUs, and UPCs View

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2
Q

Item Management - Views

What is a view you can use to see Par and Reorder point?

A

Purchasing Eligible Sizes, Transfer Eligible Sizes, Vendor Products

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3
Q

Item Management - Views

What is a view you can use to see what product is on order?

A

Classic, Purchasing Eligible Sizes, Transfer Eligible Sizes, Vendor Products, Merchandiser etc.

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4
Q

Item Management - Views

How can I see the interface settings that were last synced?

A

Interface Codes (as of last sync) View

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5
Q

Item Management - Views

What view will show information syncing to a web cart?

A

Web Items View

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6
Q

Item Management - General

Where do you enter Manual Sales?

A

Item Management \ Manual Sales Entry

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7
Q

Item Management - General

Show me how to merge two item

A

Highlight items then right click and select Merge Items

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8
Q

Item Management - General

I have an item that has more than 3 unique UPCs, where do I put all of these?

A

Item Editor \ Additional UPCs tab

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9
Q

Item Management - General

Show me 2 places to set par levels and reorder points

A

1) Item Editor \ Retail Details tab 2) Item Editor \ Stores tab

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10
Q

Item Management - General

Show me where to set the bin

A

Item Editor \ Stores tab

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11
Q

Item Management - General

Where would I go to set a retail price to to change at a date in the future.

A

Item Editor \ Retail Price Changes

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12
Q

Item Management - General

How would you add a picture to an item?

A

Item Editor \ Picture

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13
Q

Item Management - General

Show me how to stop automatic label printing for a single item when receiving.

A

Item Editor \ Other Details tab \ Purchasing - Print labels when receiving

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14
Q

Item Management - General

How would you a print a label for an item?

A

“1) Item Management \ Inventory Items - highlight item and select ““Print Label”” or
2) Item Management \ Label Queue - Add Items to Label Queue”

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15
Q

Item Management - General

If an item won’t scan at the register, what 3 things should you check first?

A

Go to the view Interface Codes (as of last sync) and verify that the item is
1) not POS Block
2) is available to the store
3) is set to publish

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16
Q

Item Management - Matrices

What is an example item that would be created using a matrix?

A

t- shirts

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17
Q

Item Management - Matrices

Show me where you would go to create a Matrix.

A

Item Management \ Matrices

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18
Q

Item Management - Matrices

Show me how to change the Vendor or Retail price for items all in a Matrix.

A

On the Matrix Editor “Default Vendor Price” and “Current Price” fields

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19
Q

Item Management - Matrices

Show me how to control the vendor or retail price individually for items in a Matrix.

A

Matrix Editor \ Unselect the “Update Default Vendor Price & Default Retail” box

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20
Q

Item Management - Matrices

Where on the Matrix Editor would you go to update the vendor price of one item within the matrix?

A

Item Details Tab

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21
Q

Item Management - Matrices

Show me how to remove an item from a Matrix. Does this remove the item from inventory?

A

“In the listing of Matrix Items select the “”..”” next to the item then select ““Remove Item from Matrix””
No, it only removes the item from the Matrix”

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22
Q

Item Management - Matrices

From the item editor, show me where I can tell if an Item is part of Matrix.

A

Retail Details tab “Matrix Item” field

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23
Q

Item Management - Scheduled Retail

Where do I go to create a scheduled retail and see a listing of all scheduled retails?

A

Item Management \ Scheduled Retail

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24
Q

Item Management - Scheduled Retail

How would I set the schedule retail to revert back to normal pricing as of a certain date?

A

Item Retail Price Scheduler Editor / check box “Revert back on” and enter date

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25
Q

Item Management - Scheduled Retail

Where can I print labels for my scheduled retail?

A

Item Management \ Scheduled Label Queue

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26
Q

Item Management - Scheduled Retail

I print labels for a scheduled retail but the label has the current retail price and not the scheduled retail price. How do I fix this?

A

“System Setup \ Print Template
Select template and select ““Create New Template based on select””
Remove the retail price field and add the data field ““ItemNextScheduledRetail”””

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27
Q

Accounting

What types of accounting integration types are there? (referring to what type of data is exported not the companies we partner with)

A

1) AP (Invoice\Export), 2) Journal Entry (Full Accounting)

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28
Q

Accounting

Where would you go to create an Inventory Account?

A

System Setup \ Accounts \ Inventory Accounts

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29
Q

Accounting

Show me where you add or edit a GL account number?

A

System Setup \ Accounts \ Inventory Accounts \ Account Editor

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30
Q

Accounting

Show me how you assign an inventory account to an item

A

Item Editor \ Interfaces tab \ Inventory Account dropdown

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31
Q

Purchasing - Purchase Orders

Show me how to create a purchase order.

A

Purchasing \ Purchase Orders \ Create New Purchase Order

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32
Q

Purchasing - Purchase Orders

A PO was created for the wrong store, how do you fix this?

A

You can’t, you have to start a new PO

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33
Q

Purchasing - Purchase Orders

A PO was created for the wrong vendor how do you fix this?

A

You can’t, you have to start a new PO

34
Q

Purchasing - Purchase Orders

Show me how to add items to a PO that are at or below the reorder point?

A

PO Editor \ “Add Items From…” \ “Add Items based on Par Level” \ “Select items at or below the reorder point

35
Q

Purchasing - Purchase Orders

Show me how to add items from sales and set a target store (376).

A

PO Editor \ “Add Items From…” \ “Add Items based on SALES” \ “Target Store” field

36
Q

Purchasing - Purchase Orders

How do you add items to a PO using 10 Key Entry (376)?

A

PO Editor \ “Add Items From…” \ “Add Items based on Par Level” \ “Add counts using 10 Key Entry”

37
Q

Purchasing - Purchase Orders

Show me how to preallocate items to multiple stores.

A

PO Editor \ “Pre- Allocate To Stores”, select stores to pre-allocate to, then use the new columns in the PO to enter quantities

38
Q

Purchasing - Purchase Orders

Show me how to mark a PO as cancelled.

A

PO Editor \ “Cancelled” checkbox

39
Q

Purchasing - Purchase Orders

Can a Purchase Order be uncommitted?

A

No, you would either edit the Purchase Order or mark it as cancelled.

40
Q

Purchasing - Purchase Orders

Show me how to email a PO to a vendor.

A

PO Editor \ “Print” \ “Email to Vendor”

41
Q

Purchasing - Purchase Orders

Show me how to convert a PO to a receipt.

A

Purchasing \ Purchase Orders \ highlight PO then select “Convert to Receipt or Invoice”

42
Q

Purchasing - Purchase Orders

Show me what action would cause the PO status to be updated to Partially Received?

A

Convert to Receipt then receive less than what was ordered.

43
Q

Purchasing - Receipt

Why would you convert a PO to a receipt rather than a PO?

A

Product arrived only with a packing slip and not an invoice.

44
Q

Worksheets - Replenishment Worksheet

What are replenishment Worksheets used for?

A

1) To replenished a store(s) inventory from a warehouse. 2) To reorder for the warehouse

45
Q

Worksheets - Replenishment Worksheet

Show me how to create a Replenishment Sales Worksheet (376).

A

“Worksheets \ Replenishment Sales \ Create New Replenishment (By Sales)
“

46
Q

Worksheets - Replenishment Worksheet

Show me how you would set a multiplier in a Replenishment Worksheet.

A

Click “set multiplier”

47
Q

Worksheets - Replenishment Worksheet

Show me how to run smart math.

A

Click “Run Smart Math”

48
Q

Mobile - YD Mobile

What are 2 ways you can add a UPC to an item in YD Mobile?

A

“1) UPC Check Sum - scan barcode and select ““Lookup Item and Assign””
2) Inventory Items - select item and scroll to the bottom then click the blue “”+”””

49
Q

Mobile - YD Mobile

How can you add a picture to an item in YD Mobile?

A

Inventory Items - select item and click the camera icon

50
Q

Mobile - YD Mobile

Can you add multiple pictures to an item in YD Mobile?

A

Yes

51
Q

Mobile - YD Mobile

Show me how to create a Request in YD Mobile.

A

Request / click “+” / “Open Request Details” and add details / scroll up the menu and select “Item Lookup” to add items / add quantities then “Long Press to Commit”

52
Q

Mobile - YD Mobile

Show me how to issue a transfer in YD Mobile.

A

Transfer Issuance / click “+” / “Open Transfer Details” and add details/ scroll up the menu and select “Item Lookup” to add items / add quantities then “Long Press to Issue”

53
Q

Mobile - YD Mobile

Show me how to accept a transfer in YD Mobile.

A

Transfer Acceptance / find transfer and select then press “Long Press to Accept”

54
Q

Mobile - YD Mobile

Show me how to mark a Purchase Order as arrived in YD Mobile.

A

PO Arrival, find PO then press “Arrived”

55
Q

Mobile - Count XL

Why would a client use stand-alone mode in Count XL

A

They do not have access to wifi.

56
Q

Mobile - Count XL

Show me how you would create a session in stand alone mode.

A

On the Client ID screen click “Use in Stand-alone” mode

57
Q

Mobile - Count XL

What information does a client need to log into Count XL?

A

Client ID, employee number and password

58
Q

Mobile - Count XL

Show me how to create a Session.

A

Add session name then select store and click “+”

59
Q

Mobile - Count XL

When you scan the same barcode 3 times, what happens?

A

A count of 3 is entered for the item.

60
Q

Mobile - Count XL

How can I add an inventory item manually to the session.

A

Click the looking glass and select item.

61
Q

Mobile - Count XL

How do I manually update a count of an item?

A

Long press the item and select “Edit”

62
Q

Mobile - Count XL

Can you add a UPC to an item in Count XL?

A

No, you would need to use YD Mobile or YDI

63
Q

Mobile - Physical Inventory

What type of physical inventory would you create if you were counting only a subset of items.

A

A cycle count

64
Q

Mobile - Physical Inventory

Would retail clients review variances before committing?

A

yes

65
Q

Reporting

Show me the report I would run to identify any stores that have not received sales in a set time frame (376).

A

Stores without any Sales

66
Q

Reporting

Show me the Report Invoice Records \ Detail by Created Date. Why would someone run this?

A

To review when Invoices were entered into YD and compare against bill date. (Is staff entering invoices in the agreed upon frequency, are you receiving invoices far later than when you receive product)

67
Q

Reporting

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

A

Troubleshooting \ All Sales Captured

68
Q

Reporting

On the All Sales Captured report, how would I know if a POS item was not mapped to a YD inventory item?

A

You would see (unassigned) in the Assign To column

69
Q

Reporting

Show me how to generate a report that shows you what to reorder.

A

Standard Reports \ Retail \ Movement \ Reorder

70
Q

Reporting

What are 2 different ways to generate the Item History Report?

A

“1) From Item Management \ Inventory Items
2) Standard Reports \ Inventory \ Item History
3) From within the Physical Inventory Editor
4) On the ““Stores”” tab of the Item Editor”

71
Q

System Setup

Show me how to turn off automatic label printing in Purchase Orders for a user.

A

Employee or Employee Group Editor / Access Options / Purchasing / Purchase Orders / Purchase Order Editor / Print Labels

72
Q

System Setup

Show me how to trigger all items in a store to sync.

A

System Setup / Stores / Stores / “Trigger all items in selected store to re-sync”

73
Q

System Setup - Print Templates

Open a label print template and show me how to change the size of a label.

A

Right click the “Page Editor” and select “Paper Width/ Paper Height”

74
Q

System Setup - Print Templates

Show me how to change the barcode format.

A

Right click the barcode and select Format then Barcode

75
Q

System Setup - Options

How would you update how on hands are affected during transfers?

A

System Setup \ Options \ Global \ Purchasing “Transfers reduce on hand in the FROM store only after being accepted in the TO store”

76
Q

System Setup - Options

How do I set all newly created items to be POS Blocked (376)

A

System Setup \ Options \ Inventory \ Retail vs F&B Options - “Enable Size Behavior “Block POS” as default for new item creation.

77
Q

System Setup - Options

Show me how to set purchasing documents created by a Replenishment Worksheet to automatically commit.

A

System Setup \ Options \ Worksheets \ Replenishment \ “Automatically commit the Purchasing Documents created by Replenishment Worksheets”

78
Q

System Setup - PO Approval

What are the two types of PO approval?

A

Hierarchy and Threshold

79
Q

System Setup - PO Approval

Show me how to set the PO Approval Type.

A

System Setup \ Options \ Global \ Purchasing “Purchase Order Approval Method” dropdown

80
Q

System Setup - PO Approval

Show me where to set up PO Approval Amount Rankings.

A

System Setup \ PO Approval Setup

81
Q

System Setup - PO Approval

If a user has to request, but can also approve, can they approve their own PO?

A

no

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