Katana allows you to assign and track batch numbers for outsourced purchase orders (OPOs), ensuring full traceability of both products and materials. Assigning batch numbers at receipt lets you later select items from specific batches when selling or using them in manufacturing.
When you can assign batch numbers
Batch tracking must first be enabled for the item.
Batch numbers cannot be assigned before receiving an OPO — they are typically provided by the supplier on the packaging.
Once an OPO is marked Received, batch numbers for its items become permanent and cannot be edited.
Assigning batch numbers when receiving an OPO
Change delivery status → set the OPO to Receive some... or Receive all.
Enter the quantity to receive (if only receiving some):
By default, the full ordered quantity is shown if receiving all.
In the To receive column, add the quantity of each received item
Assign batch details for each row:
Batch # (create new or use an existing one)
Batch barcode (optional, if using barcodes)
Expiry date (optional but recommended for traceability)
If the item does not have batch tracking enabled, the Batch # field will display Not applicable, and no batch assignment is required.
Once all required batch numbers are entered, the Receive button becomes active. Click it to confirm receipt.
After receiving
Batch number information is saved on the OPO.
Batches for received items are added to stock and can be viewed under Stock screen > Batches tab.
These batches are then available for:
Sales orders (SOs) – selecting exact batches when fulfilling customer orders.
Manufacturing orders (MOs) – tracking materials and products across production.
Tracking batches for ingredients in OPOs
If your outsourced purchase order involves processing ingredients, you can also track the ingredient batches used.
Key takeaways
Batch numbers for OPOs are assigned only at receipt, not before.
You can split items across multiple batches by adjusting received quantities.
Once received, batch numbers cannot be edited.
Expiry dates and barcodes can be added for better traceability.
Received batches are available for both sales and manufacturing workflows.
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