Barcode scanners make stocktakes and cycle counts faster and more accurate in Katana. By scanning items directly into a stocktake document, quantities update automatically—minimizing manual entry and errors.
You’ll need printed barcode labels on items or batches to scan them.
Step 1: Open a stocktake
Go to the Stock screen > Stocktake tab.
Open an existing stocktake document.
The stocktake must be in Work in progress status to scan items.
Step 2: Activate scanning
On the stocktake document, click Start scanning.
Or press the shortcut:
CTRL+B on PC
CMD+B on Mac
This puts Katana into scan mode.
Step 3: Scan item barcodes
Each scan increases the quantity by 1 for the matching item.
To count multiples, scan the same barcode as many times as needed.
If the item is missing from the stocktake list, scanning it will:
→ Add the item as a new row in the stocktake.
→ Automatically update the counted quantity.
Step 4: Count batch-trackable items (if applicable)
If items use batch tracking:
Each scan updates the count for the matching batch number.
If the batch isn’t in the stocktake list, scanning the barcode adds a new row with the batch number and updates the count.
Step 5: Handle exceptions
When multiple items share the same barcode
If more than one item or batch has the scanned barcode:
→ A dialog box appears listing all matches.
→ Use arrow keys or click to select the correct one.
Summary
Activate scanning in a stocktake (CTRL+B / CMD+B).
Scan barcodes to increment quantities automatically.
Missing items/batches are added as new rows.
For duplicates, select the correct match from a dialog.
Using barcode scanners for stock counts saves time, increases accuracy, and keeps inventory records up to date.
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