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Transferring batch-trackable stock between Locations

Transfer batch-trackable stock between locations in Katana for accurate inventory management.

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated this week

Easily transfer stock with assigned batch numbers between different locations in Katana. This ensures consistent traceability and precise inventory tracking.


Why it matters

If you track batches for products or materials, those batches must be preserved and correctly assigned during stock transfers. This allows:

  • Full traceability across your warehouse network

  • Accurate stock levels by location

  • No accidental batch duplication

Note: You cannot create new batches during a transfer β€” only existing batches can be moved.


Important notes

  • A batch can exist at multiple locations (e.g., Batch 01-234 might have 5 pcs at Location A and 6 pcs at Location B).

  • Batch-tracking info must be added for each line item with batch tracking enabled.


How to transfer batch-trackable items

1. Start a Stock Transfer

Screenshot showing where to quick add a stock adjustment
  1. Go to Stock screen > Stock transfers tab.

  2. Choose the source and destination Locations.

  3. Add a batch-trackable item to the transfer list.


2. Assign batch tracking info

  1. Click the Quantity field for the item.

    Screenshot highlighting the quantity field on a stock adjustment
  2. A Batch tracking info popup will appear.

Inside the popup:

  • Quantity β€” Enter the quantity to transfer (must be positive).

    Quantity column in the Batch tracking info window

  • Batch # β€” Select from your existing batches (cannot create new ones).

    Batch # column in the Batch tracking info window

  • Expiration date β€” Will auto-fill if already defined, or you can enter a new one.

    Expiration date column in the Batch tracking info window

  • Optional: Click + Add row to split the transfer across multiple batches.

    Add row button in the Batch tracking info window

Click Confirm.


3. Review & edit transfer details

Additional info on a item row in a stock transfer
  • The Quantity field will reflect the total transferred quantity.

  • Batch breakdowns will appear below the item row for transparency.

  • To edit, click the Quantity field again to reopen the batch assignment popup.


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