Stock adjustments in Katana are used to manually increase or decrease inventory levels for your products or materials. This helps ensure your digital inventory matches your physical stock, whether you’re recording initial inventory, correcting errors, or accounting for damaged/lost items.
When to use stock adjustments
You can create stock adjustments in situations such as:
Adding initial stock levels
Manually correcting discrepancies after finding damaged or missing items
Making one-time changes outside of regular stock movements
Creating a stock adjustment
Click the global + icon in the top navigation bar.
Choose + Stock adjustment from the dropdown.
This will open a Stock Adjustment card.
Fields in the Stock Adjustment Card
Field | Description |
Stock adjustment # | Auto-generated ID (e.g., SA-1, SA-2). You can edit it manually. |
Reason | Optional field to describe why the adjustment is being made (e.g., “Damaged during transport”). |
Item | Select an existing product or material variant. Or, type a new name and choose to create it as a product or material. |
Quantity | Enter the number of units to adjust. Use positive numbers to increase stock and negative numbers to decrease it. |
Cost per unit | Defaulted to the Average cost from your inventory. If current stock is zero, the value defaults to 0. You can manually override it. |
Final tips
Each line item in the adjustment should reflect a single product/material and its quantity change.
After saving, Katana records the adjustment and updates inventory accordingly.
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