Managing and updating stock levels efficiently is crucial for maintaining accuracy. Katana allows you to bulk update stock levels by importing data from a spreadsheet.
Steps to update stock levels
Use this method to import both products and materials in bulk.
Open Settings > Import and more > Data import > Stock levels.
Open the template section and click Download current data.
Fill in item names, quantities, and values in the spreadsheet.
If you use batch tracking, follow this guide to import new batches with quantities and values.
Return to Settings > Import and more > Data import > Stock levels and click the Upload data button.
Decide whether to import Value in stock:
If you import it, Katana will recalculate the average cost.
If left empty, Katana will retain the current average cost.
Katana creates Stock Adjustments automatically to record changes (1 for stock removal and another for stock addition) and per location.
Rules applied to imports
Katana ID is required for matching items.
Items not matched by ID and Location will be skipped.
Empty cells are ignored (data won’t be overwritten).
If you change only the value, Katana creates a -1/+1 quantity adjustment to capture the cost difference.
Only active items are included in the download file.
Want to use Excel on a Mac? Export from Numbers via File > Export to > Excel (.xlsx)
Using Google Sheets? Choose File > Download > Microsoft Excel (.xlsx)
With batch tracking
If batch tracking is enabled (requires a Standard plan or higher), the import file will include:
Batch-specific rows per item and location
Batch numbers and expiration dates (if applicable)
"Unbatched" rows (shown if quantity > 0)
You can:
Set stock and value per batch
Remove batch stock by setting quantity and value to 0
Note: You can’t create new batches via this file. Only existing batches can be updated. Use this guide to add new batches.
Note on cost:
The average cost in Katana is not batch-specific.
If multiple batches of the same item have different costs, Katana averages them across the total stock.
Additional notes
Changes to item names, variant codes, or unit of measure are not imported.
File naming doesn’t matter — you can rename it before uploading.
Stock values and quantities are overwritten per Location.
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