Inventory Traceability Report for Batch Tracked Products
Note
This report is available only for businesses with the Batch Management and Expiry feature enabled. The feature is currently in beta. Contact your Zenoti Customer Success Manager (CSM) to join the program.
This article explains how to use the Inventory Traceability Report to track the full lifecycle of batch-tracked products across all inventory activities in Zenoti—from procurement to final usage. The report helps ensure regulatory compliance, enables recall response, and supports detailed audit trails for high-value and regulated items.
Overview
The Inventory Traceability Report provides center managers and corporate inventory teams with complete visibility into every movement and transaction related to batch-tracked products. Whether it’s receiving stock, performing service consumption, making adjustments, or fulfilling transfers, this report allows users to:
Trace which batch was used for a particular guest or service
View inter-center movement of a batch
Understand the entire transaction trail for compliance audits
Identify batches affected by recalls or expirations
This report is especially beneficial for businesses like medspas, where traceability of specific batches such as injectable products is critical for safety and regulatory tracking.
Use case
A medspa offering injectables like botulinum toxin receives a safety advisory about a particular batch from the manufacturer. Using the Inventory Traceability Report, the clinic’s inventory manager filters the report by the batch number in question. They quickly identify:
All centers where the batch was distributed
The guests who received treatments using that batch
The employees who administered the service
The remaining quantity of the batch in inventory
This allows the business to immediately notify affected guests, remove affected stock, and provide documented proof of action during a regulatory audit.
Prerequisites
Batch and Expiry Management must be enabled for your organization. Refer to the Batch and Expiry Management in Inventory article for more information.
Only batch enabled products are displayed in this report.
Navigate to the Reports dashboard from the organization or center level.
Search for and select Inventory Traceability.
The report opens in a new tab with default filters applied.
Use the available filters to locate specific inventory trails:
Filter | Description |
|---|---|
Transaction Date | Select a date range to focus on recent or historical transactions |
Centers | Choose one or more centers to see localized batch movement |
Products | Select a specific product |
Batches | Choose one or more batch numbers. This list populates after selecting a product. |
Category / Sub Category | Filter by product classification |
Product Type | Choose between Retail, Consumable, or All |
Employee | Filter by the staff member who executed the transaction |
Transaction Type | Select from 22+ transaction types, including Stock-In, Sale, Transfer, Adjustment, etc |
Search | Use an invoice number or keyword to locate specific transactions |
Use the Save View button to store and reuse frequently applied filters.
Column descriptions
Column Name | Short Description | Details and Examples |
|---|---|---|
Transaction Date | Date of the inventory action | Shows the exact date when the inventory-related transaction or adjustment was performed |
Center Code / Name | Location of the transaction | Center where the transaction took place |
Product Code / Name | Unique identifier and name of the product | Displays the unique code and name of the product involved in the transaction |
Category / Sub Category | Inventory classification for the product | Indicates the main category and subcategory under which the product is classified in inventory |
Product Type | Retail or Consumable | Defines whether the product is sold to customers (retail) or used during services (consumable) |
Transaction Type | Nature of the transaction | Specifies the type of inventory action, such as stock-in, adjustment, sale, or return |
Batch Number | The batch used in the transaction | Shows the specific batch number associated with the product in the transaction |
Expiry Date | The product's expiry date | Displays the expiration date of the product |
Vendor Name | Source vendor for the product batch | Identifies the vendor or supplier from whom the product batch was procured |
Transaction Quantity | Quantity involved in the transaction | Represents the number of product units used, sold, or added during the transaction |
Employee | Staff member who performed the action | Indicates the name of the employee who executed the inventory action |
Guest / Service Reference | Guest or service name | Displays the name of the guest or service related to the inventory transaction, mainly for usage cases |