The Preferences page lets you decide how strict Katana should be when you complete manufacturing orders (MOs). You can keep things flexible and get notified about potential issues, or block the action entirely to keep your inventory data accurate.
You'll find it under Settings > Inventory management > Preferences.
There are three independent settings, and each one can be turned on or off separately:
Prevent total negative stock
If enabled, it won’t be possible to complete an order that will result in negative stock.
Prevent negative traced stock
If enabled, it won’t be possible to complete an order that will result in negative stock that is batch or serial number tracked.
Prevent not assigned traceability
If enabled, you can complete orders without assigning batches or serial numbers (when applicable)
When these rules apply
These rules are checked when you complete an order in Katana. They are not applied to stock adjustments or to changes made to completed documents, so past stock can still be corrected.
Orders from connected sales channels
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.
How to change your preferences
Go to Settings.
Under Inventory management, select Preferences.
Turn each setting on or off depending on your processes.