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How to export stock adjustments

Export your stock adjustments from Katana to a CSV file.

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over a week ago

Exporting/downloading stock adjustments from Katana into a CSV file allows you to analyze various inventory changes, such as stock takes, write-offs, and wastage, over time. This functionality is essential for detailed analysis at the product or material level, providing comprehensive data for better inventory management decisions.


Why export stock adjustments?

Exporting stock adjustments from Katana to a CSV file helps you analyze inventory changes such as stock counts, write-offs, and wastage over time.

The export includes all line items from each adjustment — not just the summary shown in the Stock adjustments table — giving you detailed product or material-level data for deeper analysis.


Steps to export stock adjustments

  1. Go to Stock in the main menu.

  2. Select the Stock adjustments tab.

    Stock adjustments tab of the stock screen

  3. In the top-right corner, click the export button.

    Export option for stock adjustments

  4. Katana will download a CSV file containing all line items from the selected adjustments.

    example of a exported spreadsheet of stock adjustments

Tip: Export only certain adjustments

  • Before exporting, use the Stock adjustments tab to apply filters (e.g., date range, reason, or adjustment type).

    Screenshot showing stock adjustments being filtered

  • The exported CSV will include only the filtered results, allowing you to focus on specific data sets.


Result: You’ll have a detailed CSV file ready for review, analysis, or importing into your preferred reporting tool.


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