All Collections
Product recipes
Updating Product recipes in bulk
Updating Product recipes in bulk

How to update Product recipes in bulk

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over a week ago

You can update Product recipes in bulk by exporting existing recipes to a CSV file, making the necessary changes to the file, and uploading it back into Katana.

Use this workflow to replace a certain ingredient in multiple recipes more efficiently, add new ingredients to recipes, or make any other changes to your existing recipes.

Updating Product recipes / BOMs in bulk

  1. Navigate to the Items screen.

  2. Export your Product recipes to an xlsx or csv file by clicking the export button and choosing Recipes/BOMs.xlsx or Recipes/BOMs.csv.

  3. Make changes to the CSV file.

  4. 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.

  5. You can then choose whether to replace the existing product recipes in Katana or add ingredients from the imported file to existing recipes.

  6. Before the data is uploaded, Katana will analyze the imported file and show you whether there are any errors with rows or columns. If any rows are skipped, please check the imported file, correct the mistakes, and upload it again.

  7. Once you click OK, go ahead, Katana will import the recipes into Katana. When the import completes, you will receive a message indicating the number of recipe rows imported.

Note: Changes to the default Product recipe for a product will not automatically apply to any open Manufacturing orders (MO) 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

Did this answer your question?