If you are just starting with Katana and your business already operates with some existing stock, we recommend entering your initial stock amounts into Katana.
There are a few different ways to enter your initial stock:
Import product stock directly from your e-commerce platform
If you sell online and manage stock levels on your e-commerce platform (e.g. Shopify or WooCommerce), connect your e-store to Katana and import all your products and related stock levels to Katana directly.
Only product stock can be imported from e-commerce channels since materials typically cannot be managed on e-commerce platforms.
If you're using batch tracking for your items (an Advanced plan and above feature), note that batch information can't be imported from your e-commerce channel. Instead, use our spreadsheet template for importing batches in bulk.
Create a Stock Adjustment
To enter the initial stock, you can create a Stock Adjustment in Katana and include all the products and materials you currently have in stock. We recommend entering "Initial stock" in the Reason field for the Stock Adjustment to make it more easily identifiable at a later date.
You can add items to Stock Adjustments that have already been created in Katana or create new items by typing an item name into the Item field and selecting "Create new [item name]" from the drop-down. Afterward, select whether you want to create either a new product or material and fill in the basic item details.
If you are using batch tracking for your items (an Advanced plan and above feature), you can also specify your batches on the Stock Adjustment.
Data import with a spreadsheet if you have not imported any products or materials yet
If you have not yet imported any products or materials into Katana, you can import products and materials together with initial stock amounts using our template.
To import, simply follow these steps:
In Katana, go to Settings > Data import. Choose the "Download template" link for either "Add new products" or "Add new materials".
Fill in the template(s). (We included some comments on column headers to help you understand the structure of the template.)
Make sure the Initial stock quantity and Initial stock cost per unit columns in the template are filled in.
Save the filled template in .xls or .xlsx format.
Creating .xlsx on Mac: Open the spreadsheet in Numbers and choose File > Export to > Excel... from the menu at the top of your screen.
Creating .xlsx in Google Sheets: Open the spreadsheet in Google Sheets and choose File > Download as > Microsoft Excel (.xlsx).
In Katana, navigate back to Settings > Data Import and click "Upload data" for either "Add new materials" or "Add new products" and select the filled-out template file.
Your initial stock levels will be imported to Katana together with the items. Any item included in the template that doesn't exist in Katana will be created automatically. The import may take anywhere from a few seconds to a couple of minutes depending on the size.
For an item to be imported, the product or material name must be filled in. Any rows in the imported file with a blank item name will not be imported.
Note: if any cell in the imported file does not match the requirements for the cell (e.g. column name does not match the template; letters inserted to fields that allow numbers only), the data in the cell will not be imported and the respective field for the item will be left blank in Katana.
You cannot upload stock levels with batch tracking (an Advanced plan and above feature) information with this template. Use the batch import template for this to update stock levels with batch tracking.
Stock levels import with a spreadsheet if you already imported your products or materials without stock data
If you've already imported your products and materials into Katana, but haven't entered any stock levels or you need to update your existing stock levels, use our Update stock levels and stock values import template.
As a result of the import, Katana will create a Stock Adjustment for entering the initial stock quantities and values and will assign "Imported from Excel" as the adjustment reason. You can find the Stock Adjustment from Stock > Stock Adjustments.
If you require any help, please contact us in chat or via e-mail [email protected].