Katana enables batch tracking for items (both products and materials) in outsourced purchase orders (OPOs), ensuring full traceability and accurate inventory management. When receiving items, you can assign batch numbers to each batch, allowing for detailed tracking and selection from specific batches in future sales or manufacturing orders.
To assign batch numbers to purchased items, enable batch tracking for an item. If batch tracking is already enabled, assign a batch number to the item when purchasing.
Assigning batch numbers to purchased items allows you to choose items from specific batches in stock when selling (or making) products.
Assigning batch numbers to received items
Batch numbers for purchased items can be assigned when an OPO is Received.
Batch numbers cannot be assigned to items on OPOs before items are received. This is because the item's batch number is typically indicated on the received package.
Change an OPO delivery status to Receive all.
Define the quantity of items To receive.
The To receive quantity is automatically filled with the total quantity of items on the OPO, but if you want to split the total received quantity for an item into multiple batches, add each batch to a separate row. Change the To receive quantity to a number smaller than the total quantity of items on the OPO, and a new row will appear automatically for adding the next batch.
Assign a Batch #, Batch barcode (if applicable), and expiration date (optional) to each received batch. Either assign an existing batch number to add items or create new ones for the received items.
Read more about generating barcodes for batches.
If you are purchasing items that don't have batch tracking enabled, the Batch # column will display Not applicable and a batch number doesn't need to be added.
Once all batch numbers are assigned to batch-trackable items, the Receive button will become clickable. Click it to receive the items to your stock.
Batch number information will be saved to the OPO and batches for received items will be added to stock.
Note: Once an OPO is received, you can't edit the batch numbers for received items.
You can now use the received items and select from specific batches on sales orders and/or manufacturing orders to achieve full traceability.
Assigning batches to processed ingredients
It's possible to track batches of ingredients that will be processed for fulfilling the OPO. Read how to track batches of OPO ingredients.
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