A product recipe, also known as a Bill of Materials (BOM), outlines the components and their quantities required to manufacture a product. This essential step in the manufacturing process ensures accurate inventory management and efficient production planning.
Methods to create a product recipe
You can create a product recipe in Katana using one of the following methods:
Manually: Directly input components and quantities into the product card.
Importing: Upload recipes in bulk using a spreadsheet template.
Copying from another product: Duplicate an existing recipe from a similar product.
Note: If the option to create/edit a product isn't available, take a look at this article regarding user permissions.
Manually creating a product recipe
To manually create a product recipe:
Navigate to the Items screen and select the desired product to open its product card.
Click on the Product recipe / BOM tab next to the General info tab.
In the Ingredients table, add each component:
Item: Select existing materials or products (subassemblies) from the dropdown. To create a new item, type its name and select Create new "item name".
Quantity: Enter the amount required to produce one unit of the product. The unit of measure is defined in the item's settings.
Notes: Add any relevant comments or instructions. These notes will appear on the manufacturing order (MO) for reference.
Stock Cost: Automatically calculated as Average Cost of Item in Stock × Quantity. This field is non-editable. If the item's stock is zero, the default purchase price (for materials) or manufacturing cost (for subassemblies) is used.
Note: The recipe defined here becomes the default for MOs. However, you can adjust ingredient quantities during production to account for variations or waste. Operators can report actual usage through the Shop Floor App.
Copying a recipe from another product
To copy a recipe from an existing product:
In the Product recipe / BOM tab of the desired product, click Copy recipe from at the top right of the Ingredients table.
Search for and select the product whose recipe you wish to duplicate.
If the current product already has a recipe, you'll be prompted to confirm the overwrite.
If the variant structures differ between the products, you can choose whether to also copy the variant setup. Be aware that this will overwrite the current product's variant structure.
Importing product recipes via a spreadsheet
Go to Settings > Data import.
Download the Add new product recipes / BOMs template for importing product recipes.
Fill in the required fields, including item names, quantities, and any notes.
Upload the completed spreadsheet back into Katana to apply the changes.
Tip: Ensure that item names and other identifiers match existing records to prevent duplication or errors during import.
Creating recipes for product variants
If your product has variants (e.g., different sizes or colors), you can create specific recipes for each variant:
Enable variants in the General info tab of the product card.
In the Product recipe / BOM tab, select the desired variant from the Active variant dropdown.
Add components and quantities specific to that variant.
Use the Copy to... function to duplicate the recipe to other variants as needed.
Note: Managing recipes at the variant level allows for precise control over component requirements for each product variation.
Read more detailed instructions for creating variant-specific recipes.
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