Easily transfer stock with assigned batch numbers between different locations in Katana. This ensures consistent traceability and precise inventory tracking.
Why it matters
If you track batches for products or materials, those batches must be preserved and correctly assigned during stock transfers. This allows:
Full traceability across your warehouse network
Accurate stock levels by location
No accidental batch duplication
Note: You cannot create new batches during a transfer — only existing batches can be moved.
Important notes
A batch can exist at multiple locations (e.g., Batch
01-234might have 5 pcs at Location A and 6 pcs at Location B).Batch-tracking info must be added for each line item with batch tracking enabled.
How to transfer batch-trackable items
1. Start a Stock Transfer
Go to Stock screen > Stock transfers tab.
Click + Stock transfer.
Choose the source and destination Locations.
Add a batch-trackable item to the transfer list.
2. Assign batch tracking info
Click the Quantity field for the item.
A Batch tracking info popup will appear.
Inside the popup:
Quantity — Enter the quantity to transfer (must be positive).
Batch # — Select from your existing batches (cannot create new ones).
Expiration date — Will auto-fill if already defined, or you can enter a new one.
Optional: Click + Add row to split the transfer across multiple batches.
Click Confirm.
3. Review & edit transfer details
The Quantity field will reflect the total transferred quantity.
Batch breakdowns will appear below the item row for transparency.
To edit, click the Quantity field again to reopen the batch assignment popup.
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