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How to export batch tracking info

Export batch tracking information to a spreadsheet for better inventory management.

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

Easily export batch tracking data to a spreadsheet for improved inventory visibility and batch management in Katana.

Tip: Exported files can also be used as templates for importing new batch data.


Feature access

Batch tracking exports are available with the Full Traceability add-on (included by default in Professional plans).

You can activate it:

  • From the Subscription page in Katana

  • Or by enabling batch tracking for an item


Export options

There are two ways to export batch tracking data:

Export from the Batches tab (Stock screen)

Screenshot showing where to export batches from the stock screen

Use this method when you want to:

  • Export filtered batch data

  • Export batches by Location

Steps:

  1. Go to Stock > Batches tab.

  2. Apply any filters you'd like (e.g. item, expiration, barcode).

  3. Click Export to download an .xlsx file.

Filters applied in the tab will also apply to the export.


Export from data import (all locations)

Screenshot showing where to download batch info from the data import section

Use this method when you want to:

  • Export all batches

  • Export data across all Locations

  • Prepare for importing batches later

Steps:

  1. Go to Settings > Data import.

  2. Scroll to the Add new batch / lot numbers section.

  3. Click Download data.

This will generate an .xlsx file where:

  • Each row = one batch for a specific item at a specific location

  • The file includes existing batch numbers, barcodes, and quantities


Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: support@katanamrp.com

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