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Product Inventory Tracking

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Product inventory tracking links a ZynoSales product to an ZynoInventory item. This lets sales activity and inventory management use the same item data, UPC, and stock fields.

Permission Required

You need ZynoSales product edit access and ZynoInventory edit access to enable or change product inventory tracking.

Enable Inventory Tracking

  1. Open ZynoSales > Products.
  2. Select a standard product.
  3. Open the Inventory tab.
  4. Select Enable inventory tracking for this product.
  5. Review or enter the inventory item fields.
  6. Select Save.

When a new inventory item is created from a product, ZynoSuite starts with the product name and UPC where available.

Edit A Linked Inventory Item

You can edit linked inventory from either place:

Starting PointWhat Happens
ZynoSales > ProductsOpen the product and use the Inventory tab.
ZynoInventorySelect the linked item; ZynoSuite opens the product editor in inventory view.

Linked ZynoSales products show a link icon in the ZynoInventory list.

Disable Inventory Tracking

If a product already has linked inventory data and you clear inventory tracking, ZynoSuite asks you to confirm that you want to remove the existing inventory data for that product.

Do this only when you are sure the product should no longer track stock.

Product Types

Inventory tracking is available for standard products with the right permissions.

Product TypeInventory Tracking
StandardSupported.
BookableNot supported.
PackageNot supported directly; track component products instead.
MembershipNot supported.
Gift CardManaged through gift card workflows.

Common Issues

ProblemWhat To Check
Inventory tab is missingConfirm ZynoInventory edit access and use a standard product.
Product is not visible in ZynoInventoryConfirm inventory tracking is enabled and saved.
Linked inventory name or UPC is wrongEdit the product's Inventory tab or the linked ZynoInventory item.
Disabling requires confirmationExisting inventory data will be removed from that product link.

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