Create a product
Required roles: Any role with access to the Administrator mode
Required permissions: Products (Add, Edit, Delete)
At the organization level, navigate to Master Data.
Click Products.
Click Add.
If the Add button does not appear, consider checking your permissions or ensuring you're not attempting this from the center level.
Actions to perform on the General tab:
To specify the period within which the product cannot be sold, select the date range in the Cannot Order From and Cannot Sell From fields.
To mark a product as a product kit, select the This is a Product Kit check box.
To automatically unbundle the kit upon delivery, select the Automatically unbundle product kit on delivery check box.
For example, you have ordered 20 face care kits, where 1 kit has 15 units of Anti-Aging Cream and 15 units of Moisturizer, and the Automatically Unbundle Product Kit on Delivery setting is enabled. In this case, Zenoti automatically unbundles the Anti-Aging Cream and Moisturizer, and updates the respective stock levels.
You can ensure that selecting a business unit is mandatory while creating a product. To do so, please contact your Zenoti representative.
Tags offer a different way for your customers to browse products on your Webstore. Select the tags applicable to the product.
While modifying a product, you can delete tags associated with discounts, memberships, packages, or target segments. To delete a tag, click the tag. Review the list of associated items in the Remove Tags window and click Confirm to delete the tag.
Enter the other required product information.
Actions to perform on the Price tab:
Select the centers at which the product is available.
Define the price and tax details for the product.
For organizations that have tax-inclusive pricing, the Tax Included checkbox is already selected and cannot be cleared. The organization level tax settings will apply for all products in these organizations.
Define the inventory levels.
Define the price and tax details in cases when the product needs to be transferred to another center.
Actions to perform on the Vendors tab:
Select vendors who supply you with the product and the terms on which they sell the product to you.
If you stop procuring the product from a vendor, you can remove the vendor from the list.
Select the centers.
Enter the other required information.
To define how you want the product to appear on your web store, provide the information on the Catalog page.
To sell the product on the online store, select the Show in webstore check box.
To find similar products in your inventory, specify it on the Variants tab for the product you created and click Add.
For instance, you can associate two anti-dandruff shampoos.
You can only associate the product with an existing product.
On the Webstore, the product displays along with its variants. Guests can select the desired product variant to purchase.
To relate other products and services with the created product, specify it on the Related tab.
For instance, a shampoo can be related to a conditioner and a hair wash service. You can only relate the product to existing products and services.
Click Finish.
Impacts and considerations
At the organization level, you can create and edit products. At the center level, you can only edit the existing products.
The tax for products only rings up or gets added to the final invoice if tax details are configured. Enable the Tax Included setting in the Price tab to add the tax amount to the product price.
If you select the This is a product kit check box, you can only select either retail or consumable, as a product kit is either retail or consumable.
While adding a new product in the Create Product wizard, after you finish each step, click Next. While modifying an existing product, click Save on each tab to save the changes you make on that tab.
To modify or update multiple products for your center or organization at once, you must fill out the Bulk Upload Products template and send the filled template to support@zenoti.com.
If your account is still in the implementation phase, please share the completed bulk upload template with the Customer Success Manager (CSM) or other point of contact assigned for your enterprise.
Mandatory fields in the template are highlighted in green. Ensure all mandatory columns are completed and filled properly before sharing. The remaining or optional fields can be empty.