Duplicating a stock adjustment (SA) in Katana is a straightforward process, particularly useful during repetitive inventory tasks such as stock counts. This functionality allows you to quickly create a new SA with similar settings and items from a previous one, saving time and reducing manual entry errors.
A standard use case for duplicating SAs is to record the results of stock counts. If you synced stock levels from Shopify, imported items or stock using our spreadsheet template, or entered stock levels to Katana manually, there's a good chance you have an existing SA that lists all (or most) of your items. Duplicating this SA will create another SA with all your items listed, so you don't have to manually add item rows to it when recording the stock count results.
The Stock adjustment Reason as well as line items will be copied to the new SA, but adjustment quantities will be left blank, so you'll need to fill in those fields or delete unneeded item rows before the SA is saved.
A new Stock adjustment # will be automatically created, and the Adjustment date will be set to the day of duplicate creation.
To duplicate a Stock adjustment
Navigate to the Stock screen, select the Stock adjustments tab and click on a Stock adjustment to open a SA card.
Click on 3-dots at the top corner of the stock adjustment card and select Duplicate from the drop-down menu.
Katana will duplicate the stock adjustment and open the newly created document.
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