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Duplicating a Stock adjustment
Duplicating a Stock adjustment

Create a similar SA by duplicating a previous one

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

Duplicating a Stock adjustment (SA) is an easy way to create a new SA that has similar attributes to an existing document.

A standard use case for duplicating Stock adjustments 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.

Stock adjustment Reason and line items will be copied to the new SA. Adjustment quantities will be left blank, so you need to fill in those fields or delete item rows not needed on this SA before the Stock adjustment is saved.

A new Stock adjustment # will be automatically created, and the Adjustment date will be set to the day of creating the duplicate.

To duplicate a Stock adjustment:

  1. Navigate to the Stock screen, select the Stock adjustments tab and click on a Stock adjustment to open a SA card.

  2. Click on 3-dots at the top corner of the Stock adjustment card and select Duplicate from the drop-down menu.

  3. Katana will then duplicate the Stock adjustment and open a newly created document card.

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