Inventory

Inventory Handbook

Full index of Zenoti Inventory.

Written by Sumayya Fatima
Updated over a week ago

Set Up Opening Stock

Learn how you can set up the starting stock levels and stock value for your center

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Product Unit

Learn about unit of measurement and how you can define it for each product

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Search for a Product

Learn how to search for products by name, by tag, or by their status

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Add Vendors

Learn how to create accounts for the vendors that supply products to your organization

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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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Add Vendor Product Part Number

Learn about vendor product part number and how you can add it for a product

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Mark a Product Available at Your Center

Learn how to make a product active in your center

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Deactivate a Product

Learn how you can make a product inactive or not in use for your center

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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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Product Code, Barcode, and Vendor Product Part Number

Learn about different product codes

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Set Up your Inventory in Zenoti

Learn how to set up your inventory in Zenoti and get started with it

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Impact of enabling the On-Hand Quantity Model for Inventory

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Pending audits that are saved but not submitted

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Pending reconciliations that are saved but not completed

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Purchase Order: Overview

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

Written by Sumayya Fatima
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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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Locate an Order

Learn how to view list of purchase orders, transfer orders, and return orders

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Import Purchase Orders

Learn how to import purchase order details and generate an order based on the details

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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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Edit a Purchase Order

Instructions for editing a purchase order

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Delete a Purchase Order

Learn how to delete purchase orders

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Raise a Created Purchase Order

Procure stock from your vendors using an already created purchase order in Zenoti

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Raise Purchase Orders in Bulk

Learn how to bulk raise purchase orders that are already created

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Print a Purchase Order

Instructions for printing a purchase order

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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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Receive Partial Shipments

Learn how to receive partial deliveries from a vendor

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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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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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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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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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Print Barcode Labels

Learn how to print barcode labels for individual products or for products in a Purchase Order

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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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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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Transfer Orders: Overview

Learn about what a transfer order is, its lifecycle, transfer models, and various settings and permissions

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Create a Transfer Order

Learn how to create a transfer order to dispatch products or receive them in your center

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Raise a Created Transfer Order

Learn how to raise a transfer order that is already created and notify the source center

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Dispatch a Raised Transfer Order

Learn how to dispatch an order raised to your center

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Receive Stock from a Source Center

Learn how to accept goods from another center and mark it as delivered

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Return Transfer Order to Warehouse

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Review Current Stock

Learn how to view the current stock of retail products and professional supplies

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View Total On-hand Stock of All Centers

Learn how to view on-hand stock for a specific center or cumulative stock for all centers

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FAQ: On-hand Stock or Current Stock

Frequently asked questions on current stock

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Stock Count or Audit: Overview

Learn about the complete process of stock count, its verification, and approval

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Enter and Save Stock Count or Audit Data

Learn about how to enter stock count data and save it to submit it later

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Import and Export Stock Count Data

Learn how to export stock count data from Zenoti, update it, and import it back into Zenoti

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Can I delete the imported audit file?

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Submit Stock Count or Audit

Learn how to submit saved stock count data for reconciliation

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Approve a Reconciliation

Learn how to approve a reconciled stock count that meets minimum value difference between actual and expected

Written by Sumayya Fatima
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Reconcile an Audit or Stock Count

Learn how to perform a reconciliation of products to compare the physical data with the projected inventory in your system

Written by Sumayya Fatima
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Product Returns in Zenoti

Learn about when and how you can return products, its lifecycle, and product returns from guests

Written by Sumayya Fatima
Updated over a week ago

Create a Return Order

Learn how to create a return order and save it to submit it later

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Raise a Created Return Order

Learn how to raise a return order that is already created

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Mark an order as Returned

Learn how to mark a return order as returned after receiving confirmation from the vendor

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FAQ: Product Returns

Frequently asked questions on vendor returns and guest returns

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Product Kits: Overview

Learn about product kits, how they help your business, and what actions you can perform on them

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Create a Product Kit

Learn how to create retail and professional supply kits in Zenoti

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Bundle the Products

Learn how to add products from store/floor to a product kit and check current stock for kit and individual products

Written by Sumayya Fatima
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Unbundle Product Kits

Learn how to unbundle a kit to sell the products, transfer them to another center, or use them to provide service

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Auto Unbundle Product Kits on Delivery

Learn how you can auto unbundle product kits as soon as you take delivery

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Check Out Products: Overview

Learn what is product checkout, its types, and the org and center level settings to enable it

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Bulk Check Out Products with a Scanner

Learn how to scan or check out products in bulk

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Check Out a Product

Learn how to check out a single product from store to floor

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Convert Products

Learn how to make the best use of available stock during inventory crunch

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FAQ: Convert Product

Are you converting a product and have questions around it? Here's a list of frequently asked questions

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Track Damaged and Expired Products

Learn how to discard, track, or return stock that is damaged or has reached expiry date

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Reorder Levels, Notifications, and Auto PO/TO

Learn how to set the various levels for a product, alert managers when stock is running low, and create auto PO/TO to save time

Written by Sumayya Fatima
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Create Automatic Purchase Orders

Learn about automatic purchase orders and how you can create them

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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

Written by Sumayya Fatima
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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

Written by Sumayya Fatima
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

Written by Sumayya Fatima
Updated over a week ago

Inventory: Value Report

Know the value of your stock based on the Average or FIFO valuation methods

Written by Sumayya Fatima
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Inventory: Product Consumption Report

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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

Written by Sumayya Fatima
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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

Written by Sumayya Fatima
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

Written by Sumayya Fatima
Updated over a week ago

Inventory - List of Orders by Products Report

View all purchase orders by a specific product category

Written by Sumayya Fatima
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

Written by Sumayya Fatima
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

Written by Sumayya Fatima
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

Written by Sumayya Fatima
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

Written by Sumayya Fatima
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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Inventory: Alerts Report

View this report to know about products that are running low-stock

Written by Sumayya Fatima
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

Written by Sumayya Fatima
Updated over a week ago

Why am I unable to generate the Product Consumption report?

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Track Tester or Sample Products

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How to record Professional Usage?

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

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How to reset inventory?

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Where can I add the alert level for a product?

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

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How do I enable item costs in Inventory?

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Create a Purchase Order - Quick Guide

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How to set notifications for products that are running low?

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How to email transfer order to the source center?

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How to backdate a purchase order or transfer order?

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Can I do a partial audit?

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

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How do I know which products are low in stock?

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What are the different ways to check out a product?

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What are the three inventory audit options?

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What happens when I reject a reconciliation during approval?

Written by Sumayya Fatima
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Why the transfer price/tax of a product does not show in transfer order?

Written by Sumayya Fatima
Updated over a week ago

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

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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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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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What is FIFO and Average Value in Inventory?

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How to track deleted products?

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Updated over a week ago

Problem Importing an Audit File

Written by Sumayya Fatima
Updated over a week ago

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

Written by Sumayya Fatima
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How to Check if a Product has a Barcode

Learn how to check if a product has a barcode assigned

Written by Sumayya Fatima
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

Written by Sumayya Fatima
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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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What is my purchase order wait time/lead time?

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

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

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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.

Written by Sumayya Fatima
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How do I view delivery history of my order?

Know where you can view the partial dispatches or shipments made on your order

Written by Sumayya Fatima
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?

Written by Sumayya Fatima
Updated over a week ago