How to enter my initial stock to Katana?
If you are just starting with Katana, but your business is already operating with some existing stock, you should enter your initial stock amounts into Katana.
There are various ways to enter your initial stock:
1. Import product stock directly from your e-commerce platform
If you are selling online and managing your stock levels on your e-commerce platform (e.g. Shopify), connect your e-store to Katana and import all your products and related stock levels to Katana in minutes.
Only product stock can be imported from e-commerce channels as materials typically cannot be managed on e-commerce platforms.
2. Create a Stock Adjustment
To enter the initial stock, you can create a Stock Adjustment in Katana. You can include all the products and materials that you currently have in stock in a single Stock Adjustment. We recommend entering "Initial stock" in the "Reason" field for the Stock Adjustment to make it more easily identifiable at a later date.
You can select items to Stock Adjustments that you have already created in Katana or create new items by typing an item name to the "Item" field and selecting "Create new: [item name]" from the drop-down menu. Then select whether you wish to create a new product or a material and fill in the basic item details. Read more about Creating a new product and Creating a new material.
3. XLS import
You can import products and materials with initial stock amounts to Katana using our template. If you already have created products and materials in Katana and just wish to import the stock levels, you can still use the import template as the imported items are matched with your existing Katana items based on Variant Codes.
To import, follow these steps:
3.1. Download a template by clicking here. You can also find the template in Katana at "Settings" -> "Data Import".
3.2. Fill in the template. Notice that there are separate sheets for products and materials. We have included some comments to column headers, which should help you understand the structure of the template. If you have any questions, reach us in chat or via e-mail email@example.com.
Note: You can import products and materials with initial stock amounts using a single file with separate sheets, or you can import products and materials as separate files. Katana checks the column headers to determine the type of imported items.
3.3. Also, fill in the "Initial stock quantity" and "Initial stock cost per unit" columns in the template.
3.4. Save the filled template in .xls or .xlsx format.
Creating .xlsx on Mac: Open the spreadsheet in Numbers and choose File -> Export to -> Excel... from the menu at the top of your screen.
Creating .xlsx in Google Sheets: Open the spreadsheet in Google Sheets and choose File -> Download as -> Microsoft Excel (.xlsx).
4. In Katana, navigate to "Settings" -> "Data Import". Click "Import data" and select the filled template file.
5. Your initial stock levels will be imported to Katana. Any items included in the template that do not yet exist in Katana will be created in Katana automatically. Importing might take from a few seconds up to a couple of minutes, depending on the number of items you are importing.
For an item to be imported, the product or material name must not be blank. Any rows in the imported file with a blank item name will not be imported.
Note: if any cell in the imported file does not match the requirements for the cell (e.g. column name does not match the template; letters inserted to fields that allow numbers only), the data in the cell will not be imported and the respective field for the item will be left blank in Katana.
As a result of the import, Katana will create a Stock Adjustment for entering the initial stock amounts and values and will assign "Imported from Excel" as the adjustment reason. You can find the Stock Adjustment at "Stock" -> "Stock Adjustments".
If you require any help, please contact us in chat or via e-mail firstname.lastname@example.org.