If you track serial numbers for your products and have serial tracking information available outside of Katana (such as on a spreadsheet or another system), you can use our import template to bulk-add serial numbers to Katana completed Manufacturing orders (MOs).
To use serial tracking in Katana, you'll need to be on an Standard plan or higher. You can upgrade from the Subscription page in Katana or by enabling a Standard plan feature (e.g. enabling batch tracking for an item in Katana).
Importing serial numbers
Download the template for serial numbers by heading to Settings screen > Data import
Find the Update documents with serial numbers section and click Download data.
The file will include the list of completed Manufacturing orders which have:
Items with serial numbers assigned (if you've already added serial numbers into Katana)
Items that have serial number tracking enabled but no serial numbers specified. In this case, the Serial number field will be empty in the downloaded file.
Adding serial number data to the file:
* = Required Field
*Katana ID: Imported serial numbers are matched to existing Manufacturing orders in Katana by the Katana ID column values in the spreadsheet. These IDs are not visible within Katana, but are a value used solely for matching orders. If the Katana ID field is empty or doesn't match an existing manufacturing order in Katana, the row will be skipped during import.
MO #: the completed Manufacturing order number which serial numbers will be attached. The field can be used for reference, but will not be updated in Katana.
Note: The file will display the respective amount of rows for each MO based on the quantity. For example, if MO quantity = 30, then 30 rows for each MO is displayed.
*Serial number: a field that defines the serial number for each Item. Each row in the file is a specific serial number for an item variant.
For example:
If the Serial Number field is empty, the row will be skipped during import.
In Katana, each serial number for an item variant has to be unique. The row will be skipped during import if the same Serial Number for a specific variant already exists in Katana. If you enter multiple rows for the same item variant with a matching Serial Number to the template, only the last row for this batch will be imported.
Import the completed template into Katana from Settings screen > Data import by clicking Upload data under Update documents with serial numbers.
Katana will examine the file to see if the file format matches the import requirements (the required columns exist in the file) and will notify you if the file is incompatible.
If the import is successful, Katana will indicate how many rows were imported.
As a result of the import, Manufacturing orders are updated with Serial numbers.
You can also update in bulk Serial numbers on received Purchase orders using Update purchase orders with serial numbers template.