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How to receive with barcodes

Learn how to receive stock using barcodes in Katana for efficient inventory management.

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated this week

Barcode scanning makes it faster and more accurate to receive items in Katana. From the Buy screen, you can scan item barcodes to find the correct purchase order (PO), update received quantities, and manage batch numbers. You can also export barcodes for label printing.


Step 1: Activate scanning

Screenshot showing the start scanning button the Buy screen
  1. Go to the Buy screen.

  2. Click Start scanning or press:

    • CTRL+B on PC

    • CMD+B on Mac

This activates scan mode for receiving.


Step 2: Scan item barcodes

  • If the barcode matches a Supplier Item Code and only one PO exists:
    → The PO receive window opens with the item selected.

    Screenshot highlighting the supplier item code on a receive item window

  • If the barcode is linked to multiple POs:
    → Choose the correct PO from the list.

    Screenshot showing the choose the PO to receive window

  • If you scan the same code again (while the receive window is open):
    → The received quantity for that item increases.

To switch to another item in the same PO, delete the barcode from the top-left field in the receive window or press CTRL+B / CMD+B again.

Screenshot showing the scanning option when receiving

Step 3: Handle batch-trackable items (if applicable)

If the item uses batch tracking:

  1. Select or create a batch number.

    • Search or scan an existing batch number.

    • OR create a new one (Katana can auto-generate a batch barcode).

  2. If your supplier provides a barcode for their batch/LOT number, you can scan it into the batch field.

    Screenshot showing how you can scan a barcode with batch-trackable items

Batch barcodes can be edited at this point if needed.


Step 4: Export barcodes (optional)

Screenshot showing the 'Export barcodes' option when receiving items
  • In the receive modal, select Export barcodes.

  • This generates a CSV file containing the received item barcodes.

  • Use the file with label-printing software to print physical barcode labels.


Step 5: Confirm receipt

Screenshot highlighting the 'Receive' button
  1. Click Receive to confirm.

  2. Inventory levels update automatically.

  3. If you exported barcodes, a CSV file downloads with the barcode data.


Handling special cases

If a scanned barcode is new to Katana

  • You may see: “Can’t find any items with this code.”

    Screenshot of a pop-up where items can't be found using a barcode
  • Search for the correct item from existing items in Katana.

  • Once selected, the PO receive window opens and the scanned barcode is saved to the Supplier Item Code field for future use.

If a barcode is recognized but no PO exists

Option to add item to an existing PO
  • Katana can’t receive the item until a PO is created.

  • Create a new PO for the item, then rescan to receive it.


Summary

  • Start scanning from the Buy screen with CTRL+B / CMD+B.

  • Scan item barcodes → Katana finds the matching PO.

  • Assign batches for batch-tracked items.

  • Export barcodes if you need printable labels.

  • Confirm receipt to update inventory.

  • Handle new barcodes or missing POs by adding them before receiving.

Using barcode receiving ensures faster, more accurate stock updates and minimizes manual entry errors.


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