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How to set a product or material safety stock level
How to set a product or material safety stock level

Set an effective safety stock level to maintain optimal stock levels and prevent shortages.

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over 5 months ago

Setting Safety Stock level for products and materials in Katana helps manage inventory by specifying when to reorder based on stock levels. You can easily set and adjust safety stock level directly on the Stock screen to ensure they are aligned with current inventory needs and trends

To set a safety stock level

  1. Navigate to the Stock screen.

  2. Click on the Safety stock column of the product or material you want to set a level for.

  3. Enter a safety stock level.

    Adding a safety stock level from the Stock screen

The safety stock level is considered when calculating the calculated stock level in the Stock screen. Read more

If bulk importing products and materials through a spreadsheet, you can set Safety Stocl levels on the spreadsheet.

You can also bulk update safety stock levels for products and materials. Read more about updating safety stock levels for products and materials.

Check out our blog post about the safety stock level formula.


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