Below are some suggested data conversion plans and steps. The Yellow Dog implementation guide will devise a plan that will work the best for your particular project.

 INVENTORY SYSTEM DATA CONVERSION

RETAIL CONVERSION PLAN

 Assumptions

The Yellow Dog team will work with each client to develop a plan that accommodates the timing, item data, and overall circumstances concerning each installation.

Cut Over – Needs to be workday - not weekend

ITEM DATA CONVERSION

TEST ITEM CONVERSION

Export Data Out of Existing System (ASAP)

Item Description, Vendor, Vendor Price, Retail Price, Classifications (Dept/Sub Dept/Cat/Sub Cat), SKU, Style Code/Vendor SKU, UPCs

 

Provide Item information to Yellow Dog Implementation Team.

YD Converts Data into YD Import Template.

Review Session with Client

Data Clean Up

“Deadwood” removal, Complete missing data elements, data customization

Test Import to Sandbox/Test Environment

Client Review and Complete Test Item Confirmation

Import Confirmed!

 

POS ITEM PUSH TEST

Ideal – POS provides test instance for this.  We can do it in production

Timing – Done right after Test Item Import Confirmation.

Yellow Dog activates first item “push” to POS system.

Client Confirms (Data, Bar Code Scanning, Price, Store Availability, POS Presentation)

 

PRODUCTION ITEM CONVERSION

BETWEEN START AND 1 WEEK PRIOR TO CUTOVER

All new items or item changes are made in old system and ADDED to Import Template.

1 WEEK PRIOR TO CUTOVER

No Item Creation in Old System

Changes to existing items are made in old system and ADDED to Import Template.

New items added to Import Template ONLY.

2 DAYS BEFORE CUTOVER

Final Import Template provided to Yellow Dog team, imported to production.

1 DAY BEFORE CUTOVER

Client confirms all Yellow Dog Inventory Data

CUTOVER DAY

Client provided Yellow Dog file containing final on-hand counts

Data needs to be:  By Store, Import Identifier (Usually Old Item SKU)

Yellow Dog imports.

Client confirms.

 

Purchase Order Conversion Plan

PURCHASE ORDER CONVERSION

Yellow Dog to provide PO Import Template

IF Client can provide data in the required format with identifiers…

THEN

TEST PO CONVERSION

Export PO Data Out of Existing System (ASAP)

Provide PO information to Yellow Dog Implementation Team.

YD Converts PO Data into YD PO Import Template.

Review Session with Client

Data Clean Up

“Deadwood” removal, Complete missing data elements, data customization

Test Import to Sandbox/Test Environment

Client Review and Complete Test PO Confirmation

PO Import Confirmed!

 

PRODUCTION PO CONVERSION

BETWEEN START AND 1 WEEK PRIOR TO CUTOVER

All POs are made in old system

1 WEEK PRIOR TO CUTOVER

No PO or receiving done in old system

All PO’s Created in Yellow Dog Only

4 DAYS BEFORE CUTOVER

Final PO provided to Yellow Dog team, imported to production.

1 DAY BEFORE CUTOVER

Client confirms all Yellow Dog Inventory Data

CUTOVER DAY

Client provided Yellow Dog file containing final on-hand counts

Data needs to be:  By Store, Import Identifier (Usually Old Item SKU)

Yellow Dog imports.

Client confirms.

 

F&B CONVERSION PLAN

Assumptions

The Yellow Dog team will work with each client to develop a plan that accommodates the timing, item data, and overall circumstances concerning each installation.  For the purposes of this document, we assumed a 5 week timeline from kick off to go live. This timeline may not be appropriate for all clients, and will be adjusted accordingly.

ITEM DATA CONVERSION

INVENTORY ITEM CONVERSION

WITHIN ONE WEEK FROM KICK OFF CALL

Yellow Dog Implementation Guide will review the data import template with team to clarify all data points needed for inventory items. (Including Description, Vendor, Vendor SKU, Cost, Pack Size, Weight/Volume etc.)

WEEKS 2 - 3 AFTER KICK OFF

Client team will gather data and populate all needed fields in the provided import template.  

Data will be reviewed by Yellow Dog Implementation Guide who will identify any obvious errors and omissions.

Yellow Dog Implementation Guide will review errors/omissions with client team.

Client team corrects errors/omissions and returns finalized data to Yellow Dog Implementation Guide for import of data into Yellow Dog.

 

Recipes

WEEK 4 AFTER KICK OFF

Client builds all batch recipes in Yellow Dog. (Batch recipes are recipes that remain on hand and might be counted in a Physical Inventory)

WEEK 5 - Go Live

At this point all inventory item data and batch recipes are in Yellow Dog, and the client is prepared to complete a Physical Inventory.

POST GO LIVE

Client will begin building and mapping menu item recipes. (Menu item recipes are recipes that are made to order and never maintain and on hand).