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How to export batch tracking info
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 2 months ago

You can download/export batch tracking information to a spreadsheet from the Batches tab on the Stock screen or from the Data import section within the Settings screen. The file can be downloaded in XLSX format, ensuring that all batch-related information is easily accessible and manageable (the same file can also be used for importing new batches).

Batch tracking in Katana is available via the Full Traceability add-on (automatically available on Professional plans). You can upgrade from the Subscription page in Katana.

Exporting from the Batches tab

Exporting from the Batches tab on the Stock screen lets you filter results before exporting (filters applied in the Batches tab will also be applied to the export).

Export option within the Batches tab of the stock screen

From the Batches tab, you can export batches separately by Location. If you want to export batches across all Locations, you can do that from the Data import page (see below).

Exporting batches from Data import

Export all your batches across all Locations.

  1. Go to Settings screen > Data import.

  2. Find the Add new batch / lot numbers section and click Download data.

    Download batch / lot numbers from the data import section

    Your existing batches will be exported to a spreadsheet (XLSX), with each row being a specific batch for an item at a specific Location.


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