All Collections
Material Tracking
Material Tracking
Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over a week ago

Materials in Katana have a tracking option that can be set to either No tracking or Batch / lot numbers

Within the Item card of a material, you will see these two choices:

  • No tracking is used if item traceability is not required.

  • Batch / lot numbers tracking allows you to assign batch or lot numbers to purchased and manufactured items. This enables you to track batches for products and materials in your stock. You can also assign expiration dates to batches to give further control over the shelf life of your items.

Batch / lot number tracking is set at an item level so it also affects the variants of the item. However, enabling or disabling batch / lot numbers tracking for one item will not affect other items. Batch / lot numbers tracking is included in the Full Traceability Add-on only available on Standard plans (automatically enabled for Professional plans).

If you're enabling batch tracking for an item that already has stock, all existing items are assigned to a batch called unbatched.

NOTE: Turning off batch tracking for an item will also delete batch tracking information for all variants of that item. The same applies if you switch serial number tracking to No tracking.

If you enable batch tracking for an item and you've already created batch numbers in Katana, disabling the batch tracking functionality will delete the existing batch tracking information from Katana for that item. We recommend exporting historical batch tracking info before disabling by exporting the data to a CSV file.

Did this answer your question?