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Transferring batch-trackable stock between Locations
Transferring batch-trackable stock between Locations

Transfer batch-trackable stock between locations in Katana for accurate inventory management.

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

Transferring batch-trackable stock between locations involves selecting existing batches for the transferred items. Create a stock transfer, define quantities, and assign batch numbers to ensure accurate tracking.

If you've got more than one Location on your Katana account, you can choose to transfer stock from one location to another.

If you're adding batch trackable items to a stock transfer, you'll need to define a batch number for the transferred quantity.

With a stock transfer, you can't create new batches, but you can transfer items from existing batches.

A batch can exist at multiple Locations. For example, you can have 5 pcs of "Product A", batch "01-234" at Location 1, and 6 pcs of the same product and the same batch at Location 2.

To transfer batch-trackable stock between locations

  1. Create a stock transfer and add a batch-trackable item to the transfer.

    Quick-add option for stock transfer

  2. Click on the Quantity field, and a popup window will open where you can enter batch tracking information.

    Quantity column on a stock transfer

  3. Enter the Quantity to transfer (has to be a positive number).

    Quantity column in the Batch tracking info window

  4. Then assign a Batch # for the transferred quantity (you can only select existing batches).

    Batch # column in the Batch tracking info window

  5. The Expiration date field will be filled if the batch has an existing expiration date. If no expiration date exists, enter a date or leave it empty.

    Expiration date column in the Batch tracking info window

  6. Add additional rows in the window if you want to transfer items from other batches of the same item.

    Add row button in the Batch tracking info window

  7. Click Confirm.

  8. The Quantity for the stock transfer row is the sum of all quantities entered in the previous Batch tracking info window. Detailed information about transferred batches is displayed below the row.

    Additional info on a item row in a stock transfer

You can edit batch tracking info for an existing transfer row by clicking on the Quantity field.

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