Katana offers batch number assignment for items when receiving purchase orders. This process applies to materials and products with enabled batch tracking, allowing you to manage inventory more effectively by tracking specific batches. Assigning batch numbers during the receiving process helps maintain precise records of inventory flow, useful for accurate sourcing and manufacturing decisions.
To start assigning batch numbers to purchased items, you'll first need to enable batch tracking for an item. If batch tracking is enabled, you'll need to assign a batch number to the item when purchasing.
Assigning batch numbers to purchased items enables full traceability for products and materials as you can choose items from specific batches in stock when making or selling products. This information will also be available historically at any time.
Assigning batch numbers
Assigning batch numbers to purchased items can be done when a purchase order (PO) is marked as Received (or when receiving only some items).
Batch numbers cannot be assigned to items on purchase orders before they're received because batch numbers are typically indicated on the received package.
Change the PO delivery status to Receive all or Receive some....
You then need to define the quantity of items to To receive.
If you changed the PO delivery status to Receive all, the To receive quantity is automatically filled in with the total quantity of the item on the PO. If you choose Receive some..., you need to manually assign the To receive quantities.
If you want to split the total received quantity for an item into multiple batches, add each batch to a separate row. Change the To receive quantity to a smaller number than the total quantity for the item on the PO, and another row for adding the next batch will appear automatically.
Assign a batch #; Batch barcode (If applicable) and expiration date (optional) to each received batch. You can either assign an existing batch number to add items to an existing batch or create a new batch number for received items.
Read more about generating barcodes for batches
If you are purchasing some items that do not have batch tracking enabled, the Batch # column will display "Not applicable" and a batch number doesn't need to be assigned.
You need to assign batch numbers to all received batch-trackable items, once batch numbers are assigned, the Receive all (or Receive selected) button will be enabled. Click this button to receive the items to your stock.
Batch number information is saved to the PO and batches for the received items are added to your stock.
Note: Once a PO is received, you cannot edit the batch numbers for received items.
You can now use the received items and select them from specific batches on manufacturing orders and/or sales orders to achieve full traceability.
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