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Assigning batch numbers to "unbatched" items
Assigning batch numbers to "unbatched" items

Assign batch numbers to "unbatched" items in Katana for improved inventory management and traceability.

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

In Katana, you can assign batch numbers to "unbatched" items through stock adjustments or by editing completed manufacturing orders (MOs). This process involves moving quantities from the "unbatched" batch to a specific batch, ensuring accurate tracking and traceability.

A certain quantity of stock for a batch-trackable item might belong to an "unbatched" batch (read more).

How to assign batch numbers to "unbatched" items

  1. Create a stock adjustment.

    Creating a stock adjustment

    Add the item to the adjustment and click on the Adjustment +/- field. A popup for entering batch number tracking information opens.

    Adding a number to the Adjustment +/- field

    Decrease or increase the quantity for the "unbatched" batch by entering a quantity into the Quantity field and select the "Unbatched" batch for the Batch # field.

    Batch tracking info popup

    Add another row in the same window, add a quantity to the new row and create a new batch number for the quantity (or assign the quantity to an existing batch of the same item).

    Add row option in the batch tracking info popup

    If you only want to assign items from "Unbatched" to certain batches but not add or remove stock, make sure that the positive and negative quantities add up to a total Adjustment +/- quantity of 0.

  2. Add batch numbers to ingredients on completed manufacturing orders (MO)

    If you turn on batch tracking for ingredients, but completed MOs that have already consumed those ingredients, the ingredients on the MO are taken from the "unbatched" batch.

    You can select ingredients from batches on completed MOs.

    1. Navigate to the Make screen and go to the Done table from the Schedule tab.

    2. Click on a MO for a product.

    3. On the MO card, you will see the "Unbatched" label for ingredients.

    4. Click on the edit button to select a batch.

      Editing option on a completed manufacturing order

    5. On the popup screen, select the ingredients from specific batches.

      Batch tracking info on a completed manufacturing order

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