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Duplicating a stock adjustment

Easily duplicate stock adjustments in Katana for repeated inventory processes.

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

Duplicating a stock adjustment (SA) in Katana is straightforward and 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.


Why duplicate a stock adjustment?

Duplicating a Stock adjustment lets you quickly recreate a previous adjustment with the same settings and item list — perfect for repeated inventory processes such as regular stock counts.

Example:
If you’ve already synced stock from Shopify, imported items via spreadsheet, or manually entered stock levels, you likely have an adjustment listing most (or all) of your items. Duplicating it saves you from adding those items manually again.


What gets copied — and what doesn’t

When you duplicate a Stock adjustment in Katana:

Copied:

  • Adjustment Reason

  • Line items (products and materials)

Not copied (must be updated):

  • Adjustment quantities — fields will be blank for you to fill in

  • Unneeded item rows — delete if not required

Automatic changes:

  • A new Stock adjustment number is generated

  • Adjustment date is set to the day of duplication


Steps to duplicate a stock adjustment

  1. Go to the Stock screen.

  2. Select the Stock adjustments tab.

    Screenshot highlighting the Stock adjustments tab inside the Stock screen

  3. Click on the Stock adjustment you want to duplicate — this will open the adjustment card.

  4. In the top-right corner, click the three dots (⋯) menu.

  5. Choose Duplicate from the drop-down list.

    Screenshot highlighting the Duplicate option on a stock adjustment

  6. Katana will create and open the duplicated Stock adjustment.

  7. Review the list of items, enter new quantities, and remove any unneeded rows.


Tip: Duplicating is especially useful if you run monthly, quarterly, or yearly stock counts — it speeds up the process and reduces manual entry errors.


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