Bulk updating of product recipes / bills of materials (BOM) allows you to efficiently modify components and quantities across multiple products.
You can update product recipes in bulk by exporting existing recipes to a file, making changes to the file, and uploading it back into Katana.
Use this workflow to efficiently replace a certain ingredient in multiple recipes, add new ingredients to recipes, or make any other changes to your existing recipes.
Bulk updating product recipes / BOMs
Navigate to the Items screen.
Export your product recipes to a file by clicking the export button and choosing either Recipes/BOMs.xlsx or Recipes/BOMs.csv.
Make changes to the file.
Import your new product recipes back into Katana. Go to the Settings screen > Data import and click Upload data under Add new product recipes / BOMs.
Before importing begins choose whether you want to replace existing product recipes in Katana or add ingredients from the imported file to existing recipes.
Katana will then review the file and inform you if there are errors with rows or columns. If rows are skipped, check the file for mistakes and reupload.
Example if there is an issue with some rows:
If there are no issues with the import:
When the import completes, you can access your new recipes by navigating to a product card from the Items screen and selecting the Product recipe / BOM tab.
Note: Changes to the default product recipe for a product will not automatically apply to open manufacturing orders (MOs) for that product. You can apply changed recipes to selected open MOs in bulk with a few clicks or go and update MOs individually. Read more here
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