Managing product and material variants in Katana ensures accurate inventory tracking and streamlined operations. This guide covers how to edit and delete variants, including their options and values, both individually and in bulk.
Editing variants
Each variant appears as a separate row in the table at the bottom of a product or material card. You can edit the following details directly within this table:
Variant code / SKU: Unique identifier for the variant.
Sales price: Default selling price.
Purchase price: Default buying price.
Variant option values: Attributes like size, color, or type.
To edit safety stock levels for each variant, navigate to the Stock screen.
Editing variant options
To modify variant options:
Open the product or material card.
Click "Open configuration..." to access the variant configuration window.
To change an existing option value, you must delete the current value and create a new one, as existing option values cannot be edited directly.
Deleting variants
Variants can be deleted individually or in bulk.
Deleting variants individually
Navigate to the Items screen and select the desired product or material to open its item card.
In the variants table at the bottom, click the trash can icon at the end of the row corresponding to the variant you wish to delete.
Deleting variants in bulk
Go to the Items screen.
Check the boxes next to the variants you want to delete.
Click the trash can icon at the top right and select Items from the dropdown menu.
Note: Katana will notify you if a variant is currently used in open orders or product recipes. You can still proceed with deletion; however, the deleted variant will appear with a strikethrough in existing orders.
Deleting variant options and values
To remove variant options or their values:
Open the product or material card.
Click "Open configuration..." to access the variant configuration window.
To delete a variant option value, click the 'x' next to its name.
To delete an entire variant option, click the trash can icon at the end of the option row.
Note: Deleting all variant option rows will disable variants for the product or material.
Editing variants in bulk via import
For bulk editing of variant data, you can use Katana's import feature:
Navigate to Settings > Data import.
Make the necessary changes in the spreadsheet.
Upload the updated file back into Katana.
Note: Ensure that the Katana ID column remains unchanged to match existing records accurately.
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