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)
Use this method when you want to:
Export filtered batch data
Export batches by Location
Steps:
Go to Stock > Batches tab.
Apply any filters you'd like (e.g. item, expiration, barcode).
Click Export to download an
.xlsxfile.
Filters applied in the tab will also apply to the export.
Export from data import (all locations)
Use this method when you want to:
Export all batches
Export data across all Locations
Prepare for importing batches later
Steps:
Go to Settings > Data import.
Scroll to the Add new batch / lot numbers section.
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
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