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Adjusting stock for batch-trackable items
Adjusting stock for batch-trackable items

Adjust stock for batch-trackable items in Katana to maintain accurate inventory levels and batch records.

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

In Katana, adjusting stock for batch-trackable items involves defining batch numbers for each stock quantity adjustment. You can create new batches or update existing ones through stock adjustments, ensuring precise inventory management.

When adding items for which batch tracking has been enabled to a stock adjustment, you must define a batch number for each stock quantity adjustment.

You can also create new batches when adding items to your stock with a stock adjustment.

Create new batches with a stock adjustment

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

    Quick-add option for a stock adjustment

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

    Adjustment +/- column on a stock adjustment

  3. First, enter the adjustment Quantity. This number can be positive or negative.

    Batch tracking info window with the Quantity column selected

  4. Then, you must assign a Batch # for the adjustment quantity. If the quantity is positive, you can either add the quantity to an existing batch or create a new batch. If the quantity is negative, you can either reduce the quantity for an existing batch or the "Unbatched" batch.

  5. The Expiration date field is filled if the selected batch had an Expiration date set. If no date was set, you can enter a date or leave it empty.

  6. Add additional rows in this window if you need to adjust other batches for the same item.

    Add row option in the Back tracking info window

  7. Click Confirm.

  8. The Adjustment +/- quantity for the adjustment row is the sum of all quantities added in the Batch tracking info window. Detailed information about adjusted batches is displayed below the adjustment row.

    You can edit batch tracking info for an existing adjustment row by clicking on the Adjustment +/- quantity.

One possible use case for creating a stock adjustment for a batch-trackable item is to assign batches to the "Unbatched" quantity of the item. Read more

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