White Belt - Retail Flashcards
Item Management - Views
How can you search for items by UPCs?
SKUs, Vendor SKUs, and UPCs View
Item Management - Views
What is a view you can use to see Par and Reorder point?
Purchasing Eligible Sizes, Transfer Eligible Sizes, Vendor Products
Item Management - Views
What is a view you can use to see what product is on order?
Classic, Purchasing Eligible Sizes, Transfer Eligible Sizes, Vendor Products, Merchandiser etc.
Item Management - Views
How can I see the interface settings that were last synced?
Interface Codes (as of last sync) View
Item Management - Views
What view will show information syncing to a web cart?
Web Items View
Item Management - General
Where do you enter Manual Sales?
Item Management \ Manual Sales Entry
Item Management - General
Show me how to merge two item
Highlight items then right click and select Merge Items
Item Management - General
I have an item that has more than 3 unique UPCs, where do I put all of these?
Item Editor \ Additional UPCs tab
Item Management - General
Show me 2 places to set par levels and reorder points
1) Item Editor \ Retail Details tab 2) Item Editor \ Stores tab
Item Management - General
Show me where to set the bin
Item Editor \ Stores tab
Item Management - General
Where would I go to set a retail price to to change at a date in the future.
Item Editor \ Retail Price Changes
Item Management - General
How would you add a picture to an item?
Item Editor \ Picture
Item Management - General
Show me how to stop automatic label printing for a single item when receiving.
Item Editor \ Other Details tab \ Purchasing - Print labels when receiving
Item Management - General
How would you a print a label for an item?
“1) Item Management \ Inventory Items - highlight item and select ““Print Label”” or
2) Item Management \ Label Queue - Add Items to Label Queue”
Item Management - General
If an item won’t scan at the register, what 3 things should you check first?
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
Item Management - Matrices
What is an example item that would be created using a matrix?
t- shirts
Item Management - Matrices
Show me where you would go to create a Matrix.
Item Management \ Matrices
Item Management - Matrices
Show me how to change the Vendor or Retail price for items all in a Matrix.
On the Matrix Editor “Default Vendor Price” and “Current Price” fields
Item Management - Matrices
Show me how to control the vendor or retail price individually for items in a Matrix.
Matrix Editor \ Unselect the “Update Default Vendor Price & Default Retail” box
Item Management - Matrices
Where on the Matrix Editor would you go to update the vendor price of one item within the matrix?
Item Details Tab
Item Management - Matrices
Show me how to remove an item from a Matrix. Does this remove the item from inventory?
“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”
Item Management - Matrices
From the item editor, show me where I can tell if an Item is part of Matrix.
Retail Details tab “Matrix Item” field
Item Management - Scheduled Retail
Where do I go to create a scheduled retail and see a listing of all scheduled retails?
Item Management \ Scheduled Retail
Item Management - Scheduled Retail
How would I set the schedule retail to revert back to normal pricing as of a certain date?
Item Retail Price Scheduler Editor / check box “Revert back on” and enter date
Item Management - Scheduled Retail
Where can I print labels for my scheduled retail?
Item Management \ Scheduled Label Queue
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?
“System Setup \ Print Template
Select template and select ““Create New Template based on select””
Remove the retail price field and add the data field ““ItemNextScheduledRetailPrice”””
Accounting
What types of accounting integration types are there? (referring to what type of data is exported not the companies we partner with)
1) AP (Invoice\Export), 2) Journal Entry (Full Accounting)
Accounting
Where would you go to create an Inventory Account?
System Setup \ Accounts \ Inventory Accounts
Accounting
Show me where you add or edit a GL account number?
System Setup \ Accounts \ Inventory Accounts \ Account Editor
Accounting
Show me how you assign an inventory account to an item
Item Editor \ Interfaces tab \ Inventory Account dropdown
Purchasing - Purchase Orders
Show me how to create a purchase order.
Purchasing \ Purchase Orders \ Create New Purchase Order
Purchasing - Purchase Orders
A PO was created for the wrong store, how do you fix this?
You can’t, you have to start a new PO
Purchasing - Purchase Orders
A PO was created for the wrong vendor how do you fix this?
You can’t, you have to start a new PO
Purchasing - Purchase Orders
Show me how to add items to a PO that are at or below the reorder point?
PO Editor \ “Add Items From…” \ “Add Items based on Par Level” \ “Select items at or below the reorder point
Purchasing - Purchase Orders
Show me how to add items from sales and set a target store (376).
PO Editor \ “Add Items From…” \ “Add Items based on SALES” \ “Target Store” field
Purchasing - Purchase Orders
How do you add items to a PO using 10 Key Entry (376)?
PO Editor \ “Add Items From…” \ “Add Items based on Par Level” \ “Add counts using 10 Key Entry”
Purchasing - Purchase Orders
Show me how to preallocate items to multiple stores.
PO Editor \ “Pre- Allocate To Stores”, select stores to pre-allocate to, then use the new columns in the PO to enter quantities
Purchasing - Purchase Orders
Show me how to mark a PO as cancelled.
PO Editor \ “Cancelled” checkbox
Purchasing - Purchase Orders
Can a Purchase Order be uncommitted?
No, you would either edit the Purchase Order or mark it as cancelled.
Purchasing - Purchase Orders
Show me how to email a PO to a vendor.
PO Editor \ “Print” \ “Email to Vendor”
Purchasing - Purchase Orders
Show me how to convert a PO to a receipt.
Purchasing \ Purchase Orders \ highlight PO then select “Convert to Receipt or Invoice”
Purchasing - Purchase Orders
Show me what action would cause the PO status to be updated to Partially Received?
Convert to Receipt then receive less than what was ordered.
Purchasing - Receipt
Why would you convert a PO to a receipt rather than a PO?
Product arrived only with a packing slip and not an invoice.
Worksheets - Replenishment Worksheet
What are replenishment Worksheets used for?
1) To replenished a store(s) inventory from a warehouse. 2) To reorder for the warehouse
Worksheets - Replenishment Worksheet
Show me how to create a Replenishment Sales Worksheet (376).
“Worksheets \ Replenishment Sales \ Create New Replenishment (By Sales)
“
Worksheets - Replenishment Worksheet
Show me how you would set a multiplier in a Replenishment Worksheet.
Click “set multiplier”
Worksheets - Replenishment Worksheet
Show me how to run smart math.
Click “Run Smart Math”
Mobile - YD Mobile
What are 2 ways you can add a UPC to an item in YD Mobile?
“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 “”+”””
Mobile - YD Mobile
How can you add a picture to an item in YD Mobile?
Inventory Items - select item and click the camera icon
Mobile - YD Mobile
Can you add multiple pictures to an item in YD Mobile?
Yes
Mobile - YD Mobile
Show me how to create a Request in YD Mobile.
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”
Mobile - YD Mobile
Show me how to issue a transfer in YD Mobile.
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”
Mobile - YD Mobile
Show me how to accept a transfer in YD Mobile.
Transfer Acceptance / find transfer and select then press “Long Press to Accept”
Mobile - YD Mobile
Show me how to mark a Purchase Order as arrived in YD Mobile.
PO Arrival, find PO then press “Arrived”
Mobile - Count XL
Why would a client use stand-alone mode in Count XL
They do not have access to wifi.
Mobile - Count XL
Show me how you would create a session in stand alone mode.
On the Client ID screen click “Use in Stand-alone” mode
Mobile - Count XL
What information does a client need to log into Count XL?
Client ID, employee number and password
Mobile - Count XL
Show me how to create a Session.
Add session name then select store and click “+”
Mobile - Count XL
When you scan the same barcode 3 times, what happens?
A count of 3 is entered for the item.
Mobile - Count XL
How can I add an inventory item manually to the session.
Click the looking glass and select item.
Mobile - Count XL
How do I manually update a count of an item?
Long press the item and select “Edit”
Mobile - Count XL
Can you add a UPC to an item in Count XL?
No, you would need to use YD Mobile or YDI
Mobile - Physical Inventory
What type of physical inventory would you create if you were counting only a subset of items.
A cycle count
Mobile - Physical Inventory
Would retail clients review variances before committing?
yes
Reporting
Show me the report I would run to identify any stores that have not received sales in a set time frame (376).
Stores without any Sales
Reporting
Show me the Report Invoice Records \ Detail by Created Date. Why would someone run this?
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)
Reporting
Show me how to generate a report of all sales as they appear from the POS.
Troubleshooting \ All Sales Captured
Reporting
On the All Sales Captured report, how would I know if a POS item was not mapped to a YD inventory item?
You would see (unassigned) in the Assign To column
Reporting
Show me how to generate a report that shows you what to reorder.
Standard Reports \ Retail \ Movement \ Reorder
Reporting
What are 2 different ways to generate the Item History Report?
“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”
System Setup
Show me how to stop the labels from automatically printing on commit in receipts AND invoices for a user.
Employee Editor under Access Options \ Receipts \ Receipt Editor \ Print Labels on Commit (uncheck)
Employee Editor under Access Options \ Invoices\ Invoice Editor \ Print Labels on Commit (uncheck)
System Setup
Show me how to trigger all items in a store to sync.
System Setup / Stores / Stores / “Trigger all items in selected store to re-sync”
System Setup - Print Templates
Open a label print template and show me how to change the size of a label.
Right click the “Page Editor” and select “Paper Width/ Paper Height”
System Setup - Print Templates
Show me how to change the barcode format.
Right click the barcode and select Format then Barcode
System Setup - Options
How would you update how on hands are affected during transfers?
System Setup \ Options \ Global \ Purchasing “Transfers reduce on hand in the FROM store only after being accepted in the TO store”
System Setup - Options
How do I set all newly created items to be POS Blocked (376)
System Setup \ Options \ Inventory \ Retail vs F&B Options - “Enable Size Behavior “Block POS” as default for new item creation.
System Setup - Options
Show me how to set purchasing documents created by a Replenishment Worksheet to automatically commit.
System Setup \ Options \ Worksheets \ Replenishment \ “Automatically commit the Purchasing Documents created by Replenishment Worksheets”
System Setup - PO Approval
What are the two types of PO approval?
Hierarchy and Threshold
System Setup - PO Approval
Show me how to set the PO Approval Type.
System Setup \ Options \ Global \ Purchasing “Purchase Order Approval Method” dropdown
System Setup - PO Approval
Show me where to set up PO Approval Amount Rankings.
System Setup \ PO Approval Setup
System Setup - PO Approval
If a user has to request, but can also approve, can they approve their own PO?
no
