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 should 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 yellow triangle traceability icon.
A line for adding batch tracking info will appear.
Batch #: Select an existing batch or enter a new one.
To reduce stock, select the batch to deduct. To add stock, create a new batch, or pick an existing one, and set the expiry date on the same line. Add rows to split.
Quantity: Enter the quantity to adjust.
Positive value = stock increase
Negative value = stock decrease
Storage bin: Add one here if applicable.
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.
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 reopen the traceability row.
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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