In Katana, variants represent different versions of a product or material, distinguished by attributes like size, color, or type. Utilizing variants allows for efficient inventory management by grouping similar items under a single product or material card.
Steps to create variants
Note: If the option to create/edit an item is not available, take a look at this article regarding user permissions.
1. Enable variants for an item
Navigate to the Items screen.
Select the desired product or material to open its item card.
Check the box labeled "Yes, this product/material has multiple variants."
A Variant configuration window will appear.
2. Define variant options and values
Variant options: Attributes that differentiate variants (e.g., Color, Size, Type). You can define up to 10 variant options.
Option values: Specific values for each attribute (e.g., Red, Blue for Color). Each option can have up to 40 values.
Example: If you define "Color" with values "Black" and "White," and "Size" with values "50 ml" and "100 ml," Katana will generate four variants:
Black / 50 ml
Black / 100 ml
White / 50 ml
White / 100 ml
3. Generate variants
Click "Generate product (or material) variants" to create all possible combinations based on the defined options and values.
Note: Variants can only be auto-generated once during the initial setup. Subsequent edits to options or values won't automatically update existing variants.
4. (Optional) Copy variant structure from another item
In the Variant configuration window, click "Copy variant setup from..."
Search for and select an existing product or material to use its variant structure as a template.
Managing variant items
After generation, variants appear in a table at the bottom of the item card.
Each row represents a variant, with columns for each variant option.
You can:
Edit variant codes, sales prices, and purchase prices directly in the table.
Delete unwanted variants by clicking the trash can icon at the end of the row.
Add new variants manually by clicking "+ Add new row" below the table.
Note: Safety stock for variants can be set from the Stock screen.
Editing variant configurations
To modify variant options or values:
Click "Open configuration..." on the item card.
Make necessary changes in the Variant configuration window.
Caution:
Deleting a variant value will leave a blank field for variants that previously used that value.
Deleting a variant option removes the corresponding column from the variants table.
Copying product recipes with variant structures
When copying a product recipe from another item:
If the variant structures differ, Katana will prompt you to copy the variant structure along with the recipe.
This ensures consistency between the product's variants and its recipe.
Importing variants
Katana allows bulk importing of products and materials with variants using structured templates.
For detailed instructions, refer to the articles on:
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