Efficiently manage your manufacturing components by importing product recipes, also known as Bills of Materials (BOMs), into Katana (rather than manually adding them). This process streamlines production planning and inventory management, especially when dealing with multiple products or complex recipes.
Step-by-step guide for importing product recipes
1. Download the import template
Navigate to Settings > Data import in Katana.
Under Add new product recipes / BOMs, click Download template.
2. Fill in the template
Open the downloaded Excel (.xls or .xlsx) file.
Refer to the comments in the column headers for guidance.
Ensure that all products and ingredients listed already exist in Katana. If not, add them using the appropriate import templates for products or materials.
3. Save the completed template
After entering all necessary data, save the file in
.xlsor.xlsxformat.
4. Upload the template to Katana
Return to Settings > Data import.
Click Upload data under Add new product recipes / BOMs.
Select your completed template file.
5. Choose import options
Decide whether to:
Replace existing product recipes in Katana.
Add ingredients from the imported file to existing recipes.
6. Review and confirm
Katana will validate the file and highlight any errors.
If issues are found, correct them in the template and re-upload.
If there are no issues, you'll see the following window:
7. Access imported 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 imported data.
You can also update existing default product recipes in bulk using data import. Read more here
Important notes and requirements
Existing items only: All products and ingredients must already exist in Katana. The import process cannot create new items.
Use our product and material import templates to add items.Mandatory fields:
Product variant code / SKUIngredient variant code / SKUQuantity
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.
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