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Disabling item batch tracking

Learn how to disable item batch tracking while managing historical batch data.

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Written by Kerdo Kullamäe

Disabling batch tracking for an item in Katana hides its batch data but does not delete it. Batch numbers, barcodes and expiration dates are kept for all variants of the item, and they show again if you turn batch tracking back on.

Disabling batch tracking also changes stocktakes. Separate rows for each batch are no longer shown and the batch field is not displayed, so the item's stock is counted as one quantity.


What happens to your batch data

Nothing is deleted. While batch tracking is off for the item:

  • Its batches are not listed on the Stock screen > Batches tab

  • Batch numbers are not shown on its orders and stock movements

  • New stock movements for the item are not assigned to a batch

This applies to all variants of the item.

If you need the batch list while tracking is off, export it first. You can also turn batch tracking back on later to see it again.


How to export batch data before disabling tracking

Screenshot showing where to export batch data from the stock screen
  1. Go to the Stock screen > Batches tab.

  2. Locate and filter the relevant item if needed.

  3. Click Export to download the data in XLSX format.

  • You can also go to Settings > Import and more > Data import > Batch / lot numbers. From here, you can click Download current data to export batches for all items.

Learn more in the exporting batch tracking info article.


How to disable batch tracking

You can disable batch tracking at the item level:

Screenshot of a product card, highlighting the No tracking option
  1. Navigate to the Items screen.

  2. Select the item (product or material).

  3. On the item card, under Product tracking, select No tracking.

Once disabled:

  • The item will no longer require batch selection in future stock movements.

  • Previous batch data is kept but hidden until you turn batch tracking back on.


Turning batch tracking back on

  1. Open the item card.

  2. Under Product tracking, select Batch / lot numbers.

The item's batches show again with their batch numbers and expiration dates. Each batch has the quantity it had when tracking was turned off. Stock that moved while tracking was off is not assigned to a batch, so it shows as unbatched, and that quantity can be negative.

If the item is archived, unarchive it first.


Summary

Disabling batch tracking hides an item's batch data and can be reversed. Export the batch list first if you need it for audits or records while tracking is off.


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