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Enabling item batch tracking

Activate batch tracking for each item in Katana to ensure detailed product traceability.

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

Batch tracking in Katana allows you to trace the movement and lifecycle of individual products and materials across your supply chain — from purchase to manufacturing to sales. This feature is part of the Full Traceability add-on, available with all Professional plans.


What is batch tracking?

Batch / lot tracking assigns specific identifiers to stock, enabling:

  • Full traceability of products and materials.

  • Control over stock quality and expiration.

  • Easier recall or inspection of specific batches.

Each item in Katana — whether a product or a material — can have batch tracking enabled or disabled independently via its item card. This setting applies to all variants of the item.

Note: Enabling or disabling batch tracking for one item does not affect any other items.


Key behavior when enabling batch tracking

  • Batch tracking can be enabled/disabled manually for each item.

  • It affects all variants of the selected product or material.

  • Any existing stock will be assigned to a placeholder batch called “unbatched.”

  • You can enable batch tracking for items individually or in bulk through importing.


How to manually enable batch tracking

To activate batch tracking for a product or material:

  1. Go to the Items screen in Katana.

    Screenshot showing the Items screen
  2. Select the product or material you wish to update.

  3. On the item card, scroll to the tracking section.

  4. Choose Batch / lot numbers from the available tracking options.

    Screenshot showing batch / lot numbers option selected on a product card

Once selected:

  • Batch tracking becomes active for all item variants.

  • Previously in-stock quantities will be grouped into the “unbatched” batch.

  • You can now begin creating specific batches for future purchases, manufacturing, or adjustments.


Next Steps

With batch tracking enabled:


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