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:
Go to the Items screen in Katana.
Select the product or material you wish to update.
On the item card, scroll to the tracking section.
Choose Batch / lot numbers from the available tracking options.
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:
You can assign new batches for incoming stock.
Traceability becomes available throughout your workflows (e.g., in manufacturing, stock transfers, and sales).
Learn how to start creating and managing batches here.
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