In Katana, you can track the historical stock movements of any item in detail.

The ability to track these movements could be relevant for you if:

  • The current stock level for an item in Katana doesn't match the actual stock level in your physical inventory - you can track all stock movements to understand where the difference may come from

  • The average cost for an item seems incorrect - all historical stock movements have details of unit costs and the Average Cost before and after the movement

  • You are looking to analyze the stock movements for an item - look at the data directly in Katana or export historical stock movements into a CSV file

To access stock movements for an item:

  1. Go to the Stock screen.

  2. Click on either the Average Cost, Value in stock, or In stock quantity of an item.

  3. A popup window with historical stock movements (of the last 365 days) will open. This view shows you:

    1. The date of the movement

    2. A related document (as a direct link to the document)

    3. Quantity change

    4. Cost or price of the item for the stock movement

    5. Quantity Balance after the movement

    6. Total value in stock after the movement

    7. Average cost of the item after the movement

You can filter stock movements by movement date or any other column in this view.

If you want to export the stock movements for an item, click "Export" in the bottom corner of the popup screen.

Note: Historical stock movements can only be exported for each item separately.

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