Inventory
Video
This section provides quick, visual learning resources that introduce users to Zenoti Inventory fundamentals, including setup, purchase order workflows, transfer operations, audits, reconciliation, and inventory adjustments. These videos help new employees onboard faster and support teams in understanding how to manage on-hand inventory, track lifecycle stages, process returns, and maintain accurate quantities across centers.
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Setup
This section includes the foundational configurations needed before any inventory workflows can begin. Setting up inventory actions, labels, adjustment reasons, and audit structures ensures consistent and accurate tracking of quantity, valuation, and expiry.
Inventory Master Data
Set up essential inventory details - Configures core inventory settings required before operations begin.
Set up inventory - Enables the inventory module and defines global inventory rules.
On-hand quantity model - Defines how Zenoti calculates available inventory quantities.
Set up MRP label - Configures printed price/barcode labels for products.
Set up stock actions - Defines system-recognized actions that change inventory quantity.
Batch and Expiry Management - Enables tracking of batches and expiry dates.
Create stock adjustment reasons - Creates the reasons used for quantity corrections.
Print barcodes - Configures barcode print formats and label output preferences per center.
Ordering, Audit, and Transfer Setup
Set up purchase order - Establishes PO templates and rules.
Set up transfer order - Defines transfer rules for center-to-center movement.
Set up audits - Configures audit cycles and types.
Key Workflows
Key Workflows represent the daily operational tasks performed by inventory and front-office teams, including purchasing, receiving, adjusting, consuming, transferring, returning, and auditing inventory. These workflows form the core of Zenoti’s inventory operations.
Purchase and Vendor Management
Purchase orders - Creates and manages supplier purchase requests.
Automatic purchase orders and transfer orders - Auto-generates replenishment orders based on thresholds.
Import purchase orders - Uploads POs through bulk import templates.
Mark an order as returned - Marks a PO as fully or partially returned.
Inventory Transfers
Transfer orders - Moves inventory between centers within the organization.
Product Management
Create products – Adds new consumable or retail products to the system.
Convert products – Converts existing items into inventory or non-inventory products.
Lifecycle - Explains the stages a return order moves through from creation to completion.
Product returns from guests - Processes guest product returns and updates inventory impact.
Inventory Adjustments and Consumption
Adjust stocks using inventory adjustment - Updates inventory quantities to correct discrepancies.
Track damaged and expired products - Records expired or damaged items for accurate write-off.
Check out products - Logs internal consumption of inventory items (For example, spa supplies).
Returns to Vendor
How to Return Products to Vendor? - Provides return-to-vendor steps.
Create a return order - Initiates a vendor return request.
Raise a created return order - Finalizes the vendor return for processing.
Kits and Labeling
Product kits - Creates bundled kits made from multiple inventory items.
Print barcodes - Prints barcode labels for inventory products.
Audits and Reconciliation
Audit and reconciliation - Compares physical counts with system inventory and resolves variances.
Reports
Inventory reports provide real-time visibility into inventory levels, product aging, movement, costing, and expiry risk. These reports support operations, forecasting, financial tracking, and loss prevention.
Current stock report - Shows available product quantities.
Inventory aging report - Displays how long items remain in inventory.
Stock ledger report - Logs all inventory movement entries.
Cost of goods report - Shows product cost consumed or sold.
Inventory reports - Lists inventory-related reports.
Inventory Traceability report - Tracks product movement from receipt to consumption.
Near Expiry report - Identifies items nearing expiration.
Troubleshooting and FAQs
This section helps users diagnose and resolve issues encountered during purchasing, transfers, adjustments, audits, returns, and reporting. It consolidates troubleshooting steps and frequently asked questions for faster resolution.
FAQ and troubleshooting - Provides resolutions and answers for common inventory issues across all workflows.
FAQ and troubleshooting - Provides resolutions and answers for common product returns issues.