Inventory

Learn how to use Zenoti’s inventory management system to help manage costs, and reduce pilferage and wastage

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124 articles in this collection
Written by Sumayya Fatima
Set Up

Set Up Opening Stock

Learn how you can set up the starting stock levels and stock value for your center
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Updated over a week ago

Product Unit

Learn about unit of measurement and how you can define it for each product
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Updated over a week ago

Search for a Product

Learn how to search for products by name, by tag, or by their status
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Updated over a week ago

Add Vendors

Learn how to create accounts for the vendors that supply products to your organization
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Updated over a week ago

Modify Vendors

Learn how to edit the details of an existing vendor account
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Assign Products to Vendors

Learn how to set up vendor-product association specific to each center in your organization
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Updated over a week ago

Add Vendor Product Part Number

Learn about vendor product part number and how you can add it for a product
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Updated over a week ago

Mark a Product Available at Your Center

Learn how to make a product active in your center
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Updated over a week ago

Deactivate a Product

Learn how you can make a product inactive or not in use for your center
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Updated over a week ago

Vendor Account Number for a Center

Learn how to identify a franchise or a center purchasing on its own from a vendor
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Updated over a week ago

Product Code, Barcode, and Vendor Product Part Number

Learn about different product codes
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Updated over a week ago

Set Up your Inventory in Zenoti

Learn how to set up your inventory in Zenoti and get started with it
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Updated over a week ago
Purchase Orders

Purchase Order: Overview

Know what a purchase order is, its lifecycle, purchasing models, and impact on stock level
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Updated over a week ago

Create a Purchase Order

Learn how to create a purchase order that you can raise immediately or at a later point in time
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Updated over a week ago

Locate an Order

Learn how to view list of purchase orders, transfer orders, and return orders
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Updated over a week ago

Import Purchase Orders

Learn how to import purchase order details and generate an order based on the details
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Updated over a week ago

List of Statuses for an Order

Learn about different statuses a purchase order or a transfer order can have and the associated actions with each status
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Updated over a week ago

Edit a Purchase Order

Instructions for editing a purchase order
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Updated over a week ago

Delete a Purchase Order

Learn how to delete purchase orders
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Updated over a week ago

Raise a Created Purchase Order

Procure stock from your vendors using an already created purchase order in Zenoti
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Updated over a week ago

Raise Purchase Orders in Bulk

Learn how to bulk raise purchase orders that are already created
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Updated over a week ago

Print a Purchase Order

Instructions for printing a purchase order
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Updated over a week ago

Email Raised Orders to Vendors

Learn how you can email a copy of a raised purchase order or return order to the vendor
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Updated over a week ago

Receive Partial Shipments

Learn how to receive partial deliveries from a vendor
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Updated over a week ago

Automatically Generate Goods Received Receipt Number for Product Deliveries

Learn how to enable automatic generation of a Goods Received Receipt (GRR) number for each product delivered at your center
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Updated over a week ago

Receive Full Delivery from Vendor

Learn how to accept full deliveries from a vendor or mark a delivery as fully delivered
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Updated over a week ago

Copy Purchase Order to another Purchase Order

Learn how to copy details of a purchase order to another purchase order and save time
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Written by Sumayya Fatima
Updated over a week ago

Copy Purchase Order to Transfer Order

Save time and effort by copying information from a purchase order to a transfer order
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Updated over a week ago

Print Barcode Labels

Learn how to print barcode labels for individual products or for products in a Purchase Order
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Updated over a week ago

Raise Purchase Orders at the Organization Level

Learn how to review and raise purchase orders created at various centers in your organization
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Written by Sumayya Fatima
Updated over a week ago

Email Raised Purchase Orders to Vendors

Learn how you can email a copy of a raised purchase order to a vendor
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Written by Sumayya Fatima
Updated over a week ago
Reports

Inventory: List of Audits Report

Learn how to view a history of audits and reconciliations performed at the current center, and how to edit these details
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Updated over a week ago

Edit an Audit

Learn how and when you can edit the details of an audit such as the date and the audited stock quantity
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Updated over a week ago

Edit a Reconciliation

Learn how to edit a reconciliation to adjust the unaccounted quantities
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Inventory: List of Audits by Products Report

Learn how to view a list of audits by a specific product or by a category of products for a period of time at the current center
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Updated over a week ago

Inventory: Returns Report

View this report to know the details of all the products that are returned by guests to current center or by the current center to vendors
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Updated over a week ago

Inventory: Value Report

Know the value of your stock based on the Average or FIFO valuation methods
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Updated over a week ago

Why I don't see a product's value?

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Inventory: Taxes - Purchases By Category Report

View this report to know the tax paid by the current center to purchase a product based on a product category
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Updated over a week ago

Inventory: Taxes - Transfer Tax Details Report

View this report to know the tax paid by the current center to receive products from another center in a different region
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Updated over a week ago

Inventory: Orders History Report

View this report to know about all the orders that are raised and delivered during a time period at the current center
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Updated over a week ago

Inventory - List of Orders by Products Report

View all purchase orders by a specific product category
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Updated over a week ago

Inventory - List of Orders by Partials Report

View all orders that are partially received at the current center over a period of time
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Updated over a week ago

Inventory - List of Orders Report

View all orders that are created, updated, received (partially or fully), or returned from the current center over a period of time
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Updated over a week ago

Inventory: Retail Sales Report

Know the details of all the products that are sold at the current center based on a vendor
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Updated over a week ago

Inventory: Taxes - Purchases Tax Details Report

View this report to know the tax paid by the current center to purchase products from a vendor
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Updated over a week ago

View the Inventory Audit History Report

Learn how to view a list of audits performed during a selected time period
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Updated over a week ago

Inventory: Alerts Report

View this report to know about products that are running low-stock
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Updated over a week ago

Inventory: Expenditure Report (Graphical)

Graphical and tabular data of the actual and expected expenses incurred to procure products based on category/vendor for a period of time
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Updated over a week ago
FAQ

Track Tester or Sample Products

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How to record Professional Usage?

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Updated over a week ago

How to stop a product from appearing on the Auto-Purchase Order page?

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Updated over a week ago

How to reset inventory?

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Updated over a week ago

Where can I add the alert level for a product?

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Updated over a week ago

How do I make a center to act as a vendor?

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Updated over a week ago

How do I enable item costs in Inventory?

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Updated over a week ago

Create a Purchase Order - Quick Guide

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How to set notifications for products that are running low?

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Updated over a week ago

How to email transfer order to the source center?

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Updated over a week ago

How to backdate a purchase order or transfer order?

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Updated over a week ago

Can I do a partial audit?

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Updated over a week ago

There are either no products defined or there is a pending audit that has not been reconciled.

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Updated over a week ago

How do I know which products are low in stock?

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Updated over a week ago

What are the different ways to check out a product?

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Updated over a week ago

What are the three inventory audit options?

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Updated over a week ago

What happens when I reject a reconciliation during approval?

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Updated over a week ago

Where do I add the cost of a product when adding a new product?

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Why the transfer price/tax of a product does not show in transfer order?

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Updated over a week ago

Why don't I see the Email To Vendor button?

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How to print the Current Stock report?

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Updated over a week ago

What's Auto and Manual audit of products?

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How different is auto and manual inventory reconciliation?

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What to do if I audited inventory of an incorrect center?

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Updated over a week ago

What is FIFO and Average Value in Inventory?

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Updated over a week ago

How to track deleted products?

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Updated over a week ago

Problem Importing an Audit File

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Updated over a week ago

I see an error immediately after clicking the Inventory tab on Dashboard.

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How to Check if a Product has a Barcode

Learn how to check if a product has a barcode assigned
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Updated over a week ago

Why am I not able to add products to a purchase order?

Learn when can you add products to a purchase order
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Updated over a week ago

What happens if you audit the existing stock and receive new stock before reconciling?

Learn what happens to current stock after you audit the existing stock and receive new stock before reconciling
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Updated over a week ago

What is my purchase order wait time/lead time?

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Updated over a week ago

Why a product does not show up on the purchase order page?

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Updated over a week ago

Can I check the consumption report after audit but before reconcile?

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Updated over a week ago

While Auditing, I see a message that orders are pending, do you still want to proceed? When I check the Order History report, I do not see any pending orders.

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Updated over a week ago

How do I view delivery history of my order?

Know where you can view the partial dispatches or shipments made on your order
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Updated over a week ago

I just placed a purchase order and hit raise, but accidentally hit save. The status says Updated. Does this mean the order is still raised to the warehouse?

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Written by Sumayya Fatima
Updated over a week ago