Upgrade Prep and Best Practices

Prior to your upgrade, please ensure all the following requirements have been completed:

.NET framework 4.6.2 (or higher) is installed on ALL PCs that will be running Yellow Dog Inventory

If you host your own Yellow Dog Inventory server, SQL Server 2016 (or newer) must me installed. Earlier versions are no longer supported.

Ensure you have a recently committed Physical for each store. If you don’t have a recent physical, or aren’t following our best practices when taking physicals, you may see a change in the on hand and calculated cost numbers as the upgrade recalculates your data and catches things missed by your previous version.
Ensure all Physicals, Purchasing Documents (Receipts, Invoices, Transfers), and Item updates (manual adjustments, manual sales) are completed/committed prior to the start of the upgrade.

The older Windows Mobile CE, Unitech handhelds (model PA 520) are not supported by both Unitech (the manufacturer) and Yellow Dog and will no longer be compatible following your upgrade.
For hosted customers that do not currently have access to our mobile apps, the API agreement will need to be filled out. Click here to go to the agreement page.
If you’ve already filled out an API agreement with us and don’t know your Client ID, please email our Support team and they’ll provide that to you.
Non-hosted client will only be able to use CountXL in stand alone mode following upgrade.

All new features will be assigned to the YD Admin employee and/or employee groups. If you’d like access to a new feature and don’t currently use an admin account please reach out to those who do to request access.
Any items without activity over the last 2 years, and meet the standard requirements, will now be automatically Removed after the upgrade.
The new Closeout date feature will be preset to 7 days unless a different selection has been previously made after the upgrade.
In the event you need to reschedule or cancel the upgrade please reach out at least 48 hours prior.