How to duplicate a Stock Adjustment?
Duplicating a Stock Adjustment (SA) is an easy way to create a new SA that has similar attributes to an already existing document.
A standard use case for duplicating Stock Adjustments is for the purposes of recording the results of stock counts. If you have synced your stock levels from Shopify, imported items and stock using our spreadsheet template or entered stock levels to Katana manually, there's a good chance that you have an existing Stock Adjustment that lists all (or most) your items. Duplicating this Stock Adjustment will create a new SA with all your items listed, so you do not have to add item rows to the Stock Adjustment manually when recording the results of the stock count.
Stock Adjustment Reason and line items will be copied to the new Stock Adjustment. Adjustment quantities will not be copied and will be left blank, so you need to fill in those fields or delete item rows not needed on this SA before the Stock Adjustment is saved.
A new Stock Adjustment # will be automatically created and the Adjustment Date will be set to the day of creating the duplicate.
To duplicate a Stock Adjustment:
1. Navigate to the "Stock" screen, select "Stock adjustments" from the sub-menu and click on a Stock Adjustment to open a SA card.
2. Click on at the top corner of the Stock Adjustment card and select "Duplicate" from the drop-down menu.
3. Katana will duplicate the Stock Adjustment and open the newly created document card.