When completing orders, it can happen that negative stock is created in your warehouse, or traced items end up without any assigned batch or serial number.

If you'd like to prevent this from happening, you can use the Preference toggles in the Settings screen under Inventory management to set tighter restrictions so that negative stock and/or not assigned items aren't created.

This toggle, when enabled, will block orders that would result in negative stock from being completed. This doesn't apply to batches or serial numbered items.

This toggle, when enabled, will block orders that would result in negative traced stock from being completed. This applies to batched and serial numbered stock.

When enabled, all traced items on an order must be assigned before the order can be completed.

The preferences only come into effect when completing an order in Katana. They don't apply to stock adjustments or to changes made to completed documents (past stock will remain correct).

Orders completed through a connected sales channel, including any linked make-to-order manufacturing orders, are never blocked. What has already happened in the sales channel must be reflected in Katana so your stock stays in sync with it.

For these orders, batches and serial numbers are assigned automatically from available stock: first expired first out (FEFO) with a fallback to first in, first out (FIFO).

Any quantity that stock cannot cover is recorded without traceability, which can leave stock negative.

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