You can update Production operations in bulk by exporting existing operations to a CSV file, making changes to the file, and uploading it back into Katana.
We recommend this workflow if you're replacing a particular step within multiple Production operations, adding new steps, replacing entire Production operations for products, or making any other changes to your existing Production operations.
Updating Production operations in bulk
Navigate to the Items screen.
Export your Production Operations to a file. Click the Export icon and select Operations.xlsx or Operations.csv from the dropdown. (You can also select specific products from the list if you do not wish to export operations for all products).
Make whichever changes you need to the file.
Read more about Importing Production operations.
Import your new Production Operations back to Katana. Go to Settings > Data import and click Upload data under the Add new product operations section.
When uploading, you can choose to replace the existing production operations in Katana or add operation steps to existing recipes.
Before uploading, Katana will analyze the file and alert you if there are issues with any rows or columns. If rows are skipped, please check the imported file, correct the mistakes and upload it again.
After you click OK, go ahead, the operations will import into Katana. Once the import completes, you will receive a message indicating the number of operation steps imported.
Note: Changes to the default Production operations for a product will not automatically apply to any open Manufacturing order (MO) for that product. Apply changed operations to an MO by navigating to the MO card and clicking Refresh data in the popup alert at the bottom of the screen.