Overview

Yellow Dog gets sales data from Cobalt on a daily basis.

Sync Approach

Cobalt provides a daily sales file to a shared SFTP folder.

Yellow Dog’s SalesFile application pulls that file from the SFTP and processes it to get the sales data into YD.

Yellow Dog’s ProcessSales application matches sales to items, adjusts on hands accordingly, and updates reports in YD.

Sync Frequency

Cobalt provides their sales file once per day.

Configuration Options:

Multiple instances of Cobalt against a single YD database is not supported in this integration.

Sales from multiple POS locations to a single YD store is supported in this integration.

Requirements

Client:

  • Revenue Center Mappings - confirm with YD and with Cobalt 

    • Cobalt needs to know which revenue centers to export sales data for

    • Yellow Dog needs to know which revenue center names to map to which YD stores

Yellow Dog:

  • Configure the SalesFile application

  • Ensure that revenue center mappings have been completed

  • Configure the ProcessSales application

POS:

  • Provide SFTP credentials for the shared folder

  • Confirm the time when the daily sales export will be available

  • Complete necessary steps to enable the daily sales export to the SFTP

Data Exchange

Sales Data

Overview 

Cobalt provides a daily sales file to a shared SFTP folder.

Yellow Dog’s SalesFile application pulls that file from the SFTP and processes it to get the sales data into YD.

Yellow Dog’s ProcessSales application matches sales to items, adjusts on hands accordingly, and updates reports in YD.

Sales are matched to items in YD via POS Item Map

We pull in the following sales data:

NOTE: SKU is not provided in the sales data from Cobalt, so matching on SKU is not possible with this integration.

Modifiers

Modifiers are included in the sales data for this integration, but treated as individual line items.

Workflows - Where Performed

Accounting Export

Limitations