Transferring items tracked by serial numbers between locations in Katana requires assigning specific serial numbers to each unit being moved. This process ensures precise inventory management and full traceability across your operations.
Prerequisites
Ensure that serial number tracking is enabled for the items you intend to transfer.
Verify that the serial numbers to be transferred are currently available in stock at the origin location.
Steps to transfer serial number tracked items
Initiate a stock transfer:
Navigate to Stock screen → Stock transfers tab.
Click + Stock transfer to create a new transfer document.
Enter Transfer Details:
Select the Origin and Destination locations.
Set the Transfer date.
Add Items to Transfer:
In the transfer document, add the serial number tracked product(s) you wish to move.
Assign Serial Numbers:
Click on the Quantity field for the added item.
A pop-up window will appear.
Enter the serial numbers for the units being transferred.
You can manually input serial numbers separated by commas or paste a list.
Katana will auto-suggest serial numbers that are available in stock.
Click Done to confirm the serial numbers.
Review Assigned Serial Numbers:
To view the assigned serial numbers, click the down arrow next to the item in the transfer document.
Add Additional Items (If Necessary):
To transfer more serial number-tracked products within the same document, add additional rows and repeat the serial number assignment process.
Edit Serial Number Assignments:
If you need to modify serial numbers for an existing transfer row, click on the Quantity field to reopen the serial number assignment window.
Notes
Only items with serial numbers that are currently in stock can be transferred.
Each serial number must be unique and conform to Katana's serial number formatting rules.
Ensure that the quantity entered matches the number of serial numbers assigned.
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