Control who can make stock changes in Katana to protect inventory accuracy and data integrity.
What this permission does
The Manage stock permission determines who can change inventory data. Granting this permission ensures that only trusted team members can adjust stock levels, safety stock, and bin locations.
This helps maintain accurate inventory records and prevents unauthorized edits.
What users with this permission can do
A user with Manage stock permission can:
Create and edit:
Stock adjustments
Stock transfers
Stocktakes
Edit an item’s safety stock levels.
Add or edit an item’s default bin location.
Create batches in bulk using the Add new batch/lot numbers template.
Update stock levels and values in bulk via:
Update stock levels and stock values template
Update products/materials template (for stock levels and safety stock)
Default behavior
The account Owner always has this permission.
Other Users have it enabled by default, but it can be disabled.
How to enable or disable this permission
For new users
Invite a new user.
Click Edit under Default permissions.
Go to the Workflows tab.
Check or uncheck Manage stock.
If you enable this permission, you can also decide whether to enable Delete stock documents permission, which controls who can permanently remove stock-related records.
For existing users
Click your profile (top right) → Team.
Select the team member’s name.
Go to the Workflows tab.
Check or uncheck Manage stock (and optionally Delete stock documents).
Learn more about user permissions
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