Maintaining accurate and up-to-date product recipes, also known as Bills of Materials (BOMs), is crucial for efficient manufacturing and inventory management. In Katana, you can edit individual product recipes to reflect changes in components or quantities.
This guide focuses on editing individual product recipes. If you want to edit recipes in bulk, check out this article.
Note: If the option to create/edit a product recipe isn't available, take a look at this article regarding user permissions.
How to edit a product recipe
Access the product card:
Navigate to the Items screen.
In the Products table, click on the product you wish to edit.
Open the Product recipe tab:
Within the product card, select the Product recipe / BOM tab located next to General info.
If the product has variants, choose the desired variant from the Active variant dropdown.
Edit ingredients and quantities:
Click on the fields within the Ingredients table to modify materials, subassemblies, or their quantities.
Changes are saved automatically.
Manage units of measure:
To change the unit of measure for an ingredient, edit the corresponding material or subassembly card.
Replace an existing recipe:
You can replace the current recipe with one from another product by using the Copy from... option.
Delete ingredients or entire recipe:
To remove an ingredient, click the trash can icon at the end of its row.
To delete the entire recipe, click the Delete recipe button.
Note: The Stock cost field is calculated as the average cost of the item in stock multiplied by its quantity. This field is non-editable.
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.
Tip: For more information on managing MOs, refer to the manufacturing orders article.
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