Adjust stock for batch-trackable items using the Stock Adjustment tool to maintain accurate inventory levels and traceability in Katana. This includes creating new batches or editing existing ones.
Note: If batch tracking is enabled for an item, every stock adjustment must specify a batch number.
Use case examples
Adding new stock to an existing or new batch.
Reducing stock levels for expired or incorrect batches.
Assigning a batch number to "Unbatched" stock.
How to adjust stock for batch-trackable items
1. Start a stock adjustment
Go to the Stock screen > Stock adjustments tab.
Click + Stock adjustment.
Select the batch-trackable item to adjust.
2. Enter batch tracking details
In the Adjustment +/- column, click the field.
A Batch tracking info popup appears.
Within this popup:
Quantity: Enter the quantity to adjust.
Positive value = stock increase
Negative value = stock decrease
Batch #: Select an existing batch or enter a new one.
For increases, you can assign to a new or existing batch.
For decreases, you must select an existing batch (or “Unbatched”).
Expiration date will autofill if the batch has one. Otherwise, you can add one manually or leave it blank.
(Optional) Click + Add row to split the adjustment across multiple batches.
Click Confirm to save.
3. Review the adjustment
The Adjustment +/- field will display the sum of quantities entered in the batch popup.
Batch details appear below the row for transparency.
To make edits, simply click the Adjustment +/- field again.
Example use case: Assigning batches to "unbatched" stock
If you previously had items in stock before enabling batch tracking, those items are categorized under a batch called "Unbatched".
To assign them to real batches:
Use a stock adjustment with a negative quantity from "Unbatched" and a positive quantity to a new/existing batch.
Ensure the net quantity adjustment is zero to avoid affecting inventory levels.
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