You can check out a product from store to floor to sell the product, use it as a professional supply (consumable), or transfer it to another center.

Important: If your business signed up with Zenoti after the April 2020 release, the Checkout process has the following changes:

  1. No retail checkouts - as checkouts are required only for consumption in services. Thus, the Checkout for consumption option is also not available.
  2. The Manual checkout for consumption when checking out from store to floor setting is enabled by default, but not available in the UI (user interface).

To check out a single product 

  1. Ensure that you are at the center level.
  2. Based on whether you are checking out retail or consumable products, select one of the following:
    - Inventory > Stock Levels > Retail > Check Out
      Important: In case you’ve signed up with Zenoti after the April 2020 release, you   can only check out consumables - you will not see the Check Out option for           retail.
    - Inventory > Stock Levels > Consumables > Check Out

Let's say that you want to check out a consumable. When you navigate for consumable checkouts, the following page appears:

Important: If your business signed up with Zenoti after the April 2020 release, the following page appears when you navigate for consumable checkout:

3. Enter the name of the product to be checked out.
   The total quantity of the product appears.

Important: If your business signed up with Zenoti after the April 2020 release, the product quantity appears as follows:

4. Select the Checkout for consumption checkbox if you want to check out the product first from store to floor and then finally for consumption.

This option is only for products that are not associated with any service but are still consumed at your center. In that case, you can manually mark them consumed during the checkout process. To do so, while checking out a consumable product, select the Checkout for consumption option. This will mark the product as consumed and it will reflect in all the inventory reports.
Note: If your business has enabled the organization-level setting Manual checkout for consumption when checking out from store to floor checkbox is selected (Admin > Organization > Organizations > Settings > Inventory), then this checkbox is selected by default.

For businesses that have signed up with Zenoti after April 2020 release,

  • Checkout for consumption option is also not available
  • The Manual checkout for consumption when checking out from store to floor setting is enabled by default, but not available in the UI (user interface).

5. In the Quantity box, enter the quantity of product to be checked out.    

6. Select the employee who is responsible for the checkout.
    Note: By default, the logged in employee's name appear in the Employee box.
7. In the Comments box, enter notes for the checkout.

8. Click Finish.
     The product is checked out with the entered quantity.
      In case if the product is out of stock and your business has allowed check out                even on low stock, you will be alerted and the check out is complete. Otherwise,          you must enter a lesser quantity of the product or add stock and then proceed              with the checkout.

You can refer the History section to view the details of a checkout on a specific date or during a date range. 

See Also

Check Out Products: Overview

Bulk Checkout

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