Overview

The interface with Caterease supports a 2-Way integration. 

Yellow Dog Inventory can receive sales files for any date or time range and can export an item file to Caterease.  

Sync Approach

The import of item files from Yellow Dog Inventory and the export of sales files must be manually created and generated by the user. 

Sync Frequency

Yellow Dog's sync can be scheduled to run at any interval, but the availability of sales files for import and the actual item update in Caterease are both reliant on when the user runs the Caterease export/import processes.

Requirements

Yellow Dog will need the ItemIDs from Caterease to match the Item SKU, and SKUs must be 8 digits or less. 

Note: There is no specific RVC designated in the sales files or the item files. 

Data Exchange

Below are the corresponding fields for Item Exports and Sales Imports between Caterease and Yellow Dog Inventory. Before running a full sync, you must make sure that any SKU's match Caterease Item ID's. 

Exporting Item Data

Caterease Field NameYellow Dog Field
ItemID (Max 8 Digits)SKU (8 digit limit in Caterease)
Product Description Item Description (60 character limit in Caterease)
Selling PriceRetail 1 (7 characters, 2 decimals implied)
CostDefault Vendor Price (7 characters, 2 decimals implied)
Date of DataYYYYMMDD
Category Level Description - all levels, separated by a slash (20 character limit in Caterease)
UnitDimension 1 Description (6 character limit in Caterease)

Importing Sales Data

When the Caterease Date of Event is greater than the current date/time, the transaction will be treated as a Future Order.

Future Orders will be created as Requests, and will only include items In Yellow Dog Inventory with SKU's that match the Caterease Product ID. The Request Need By Date will be set to the Date of the Future Order.

Caterease Field NameYellow Dog Field
Record Type - E designates Event row in the fileNone
Product Description Item Description (60 character limit in Caterease)
Event IDTransaction Number (9 padded 0s + 10 digits)
Record Type - I designates Item Details row in the fileNone
Product IDItemNumber/SKU (20 digits)
Category Level Description - all levels, separated by a slash (20 character limit in Caterease)
Quantity SoldQuantity (8 digits, 3 decimals implied)
Total Price YD sync will do the math to determine the Unit Retail by dividing the Total Price by the Quantity Sold (8 digits, 2 decimals implied)
Date of EventCheckClosed (this is a date only, no time) YYYYMMDD

Implementation

Before running a full sync, the user must ensure that any SKUs match Caterease ItemID's. When pulling sales, the user must select the store to which they are assigning sales. When pulling sales, only one store can be checked in the Stores tab. The sync will push all active/non-deleted items that have had updates in the past 24 hours.

Additional Information

Limitations

  1. Only a single item code (SKU) is exported per item, per Caterease's file spec.
  2. SKU is limited to 8 digits, per Caterease's file spec.
  3. Caterease does not provide checkclosed times, so hourly sales reports will not be possible.
  4. Caterease does not provide discount data.
  5. Caterease does not provide any kind of employee data.
  6. Caterease does not provide any location data.
  7. There is currently no support for Returns or Voids, based on the data being exported by Caterease.
  8. Yellow Dog does not push inactive/removed items.
  9. If there are no Product IDs in the transaction that match Yellow Dog SKU's, a Request will NOT be created for a Future Order.