Katana offers detailed tracking of historical stock movements to analyze discrepancies in inventory levels and average costs. You can access this data directly in Katana or export it for in-depth analysis.
Tracking these movements can 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
Accessing an item's stock movements
Go to the Stock screen.
Click on either the Average cost, Value in stock, or In stock quantity of an item.
A popup window with historical stock movements (of the last 365 days) will open. This view shows you:
The date of the movement
A related document (as a direct link to the document)
Quantity change
Cost or price of the item for the stock movement
Quantity Balance after the movement
Total value in stock after the movement
Average cost of the item after the movement
In this view, you can filter stock movements by movement date or any other column.
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.
Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]