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 or WooCommerce), 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. Data import with XLS if you have not imported any products or materials yet
If you have not yet imported any products or materials into Katana, you can import products and materials together with initial stock amounts to Katana using our template.
To import, follow these steps:
3.1. In Katana, go to Settings -> Data import. We have different import templates for products and materials. Find the "Download template" link for either "Add new products" or "Add new materials".
3.2. Fill in the templates. We have included some comments to column headers, which should help you understand the structure of the template.
3.3. 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 "Upload data" for either "Add new materials" or "Add new products" and select the respective filled template file.
5. Your initial stock levels will be imported to Katana together with the items. 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.
4. Stock levels import with XLS if you have already imported your products or materials without stock data
If you have already imported your products and materials into Katana, but have not entered any stock levels or need to update your existing stock levels, you can use our "Update stock levels and reorder points" import template.
Read the instructions here.
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.