Efficiently manage and modify multiple product recipes (Bills of Materials - BOMs) in Katana by utilizing the bulk update feature. This process allows you to replace ingredients, adjust quantities, or make other changes across several products simultaneously, streamlining your production operations.
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Methods for bulk updating product recipes
There are two primary methods to update product recipes in bulk:
Exporting and importing via spreadsheet: Export existing recipes, make necessary changes in a spreadsheet, and re-import them into Katana.
Using the swap-out material feature: Directly replace a specific material across multiple recipes within Katana.
Method 1: Exporting and importing via spreadsheet
Step 1: Export existing product recipes
Navigate to the Items screen.
Select the products whose recipes you wish to update.
Click the Export icon and choose either Recipes/BOMs.xlsx or Recipes/BOMs.csv.
Step 2: Modify the exported file
Open the exported file in a spreadsheet editor.
Make the necessary changes, such as updating ingredient quantities, adding new components, or replacing existing ones.
Step 3: Import the updated recipes
Go to Settings > Data import.
Under Add new product recipes / BOMs, click Upload data.
Select your updated file for import.
Step 4: Choose import options
Decide whether to:
Replace existing product recipes in Katana.
Add ingredients from the imported file to existing recipes.
Step 5: Review and confirm
Katana will validate the file and highlight any errors.
If issues are found, correct them in the template and re-upload.
Step 6: Access updated recipes
Once the import is successful, navigate to the Items screen.
Open a product card and select the Product recipe / BOM tab to view the updated data.
Method 2: Using the swap-out material feature
To replace a specific material across multiple product recipes:
Navigate to the Items screen > Materials table and locate the material you want to replace.
Open the material's item card and go to the Used in BOMs tab.
Select a product from the table and lick the Swap-out material button.
Select the new material to replace the existing one across all relevant product recipes.
Note: This feature is ideal for replacing a specific component used in multiple recipes without exporting and importing spreadsheets.
Important considerations
Existing items only: Ensure all products and ingredients in your spreadsheet already exist in Katana. The import process cannot create new items.
Mandatory fields: Include
Product variant code / SKU,Ingredient variant code / SKU, andQuantityin your spreadsheet.Optional fields:
Product variant nameandIngredient variant nameare for reference only and are not imported into Katana.Multiple ingredients: For products with multiple ingredients, create separate rows for each ingredient, repeating the
Product variant code / SKUas needed.Notes: Any notes added will appear in the respective field for each ingredient in the product recipe.
Unit of measure: This is set on the item card in Katana and cannot be defined via the import template.
Applying changes to open manufacturing orders (MOs)
Modifications to a product's default recipe do not automatically update existing open MOs for that product.
To apply the updated recipe to open MOs, you can:
Update MOs individually: Open each MO and click Refresh when prompted.
Bulk update MOs: Apply changes to selected open MOs in bulk with a few clicks.
Note: For more information on managing MOs, refer to the applying changes made to product recipes on open orders article.
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