Read more about performing a Stocktake in Katana here.
When performing a stocktake or cycle count, you can use a barcode scanner to quickly identify and count the quantities of item variants/batch numbers.
You need physical barcode labels on your items in order to identify them using a barcode scanner.
Learn more about printing barcode labels.
1. Activate scanning
Navigate to the Stock screen, choose the Stocktake tab and open a stocktake document. In order to identify and count items, the stocktake needs to be in Work in progress status. Click on the Start scanning button on the stocktake document or use the keyboard shortcut CTRL+B (CMD+B on MAC).
2. Scan barcodes to begin a count
Each time an item's barcode is scanned, the quantity is updated by 1. To count multiples of the same item, scan the barcode as many times as necessary to match the item's actual amount.
For each unique barcode scanned, the respective item on the stocktake document will have its quantity updated.
If you find an item in your stock that is missing from the stocktake list, scanning the item's barcode adds the item to a new row on the stocktake and updates the counted quantity.
2.1. Counting batch trackable items (if applicable)
If an item is batch trackable and the item has a batch barcode printed on its label then, for each unique barcode scanned, the respective batch number on the stocktake document will have its quantity updated.
If you find a batch trackable item in your stock that is missing from the stocktake list, scanning the batch barcode adds the item with its batch number to a new row on the stocktake and updates the counted quantity.
What happens if multiple items are found when scanning a barcode?
If there are multiple items or batch# in Katana with the same barcode, scan the barcode, and all the items will display on the dialog, allowing you to choose which item or batch# you are counting.
You can use your keyboard arrow keys to navigate between the items to select the correct one.