In Katana, assigning a default storage bin to each product or material variant helps streamline inventory organization by specifying a consistent location for each item. This ensures that products are stored systematically, making it easier to locate items and maintain accurate inventory records.
What is a storage bin?
A storage bin represents a specific location within a warehouse, such as a shelf, rack, or designated area. Assigning default storage bins to variants allows for precise control over inventory placement, facilitating efficient stock management and retrieval processes.
Assigning default storage bins to variants
You can assign default storage bins to product or material variants individually through the item card or in bulk via import templates.
Assigning via item card
Navigate to the Items screen and select the desired product or material to open its item card.
In the Variants table at the bottom, locate the variant you wish to assign a storage bin to.
Click on the Bin icon associated with that variant.
In the popup window, you can add, edit, or remove the storage bin for each location:
Choose an existing storage bin from the list.
Or create a new storage bin directly from this window.
Note: A single variant cannot be allocated to multiple storage bins simultaneously within the same location.
Assigning in bulk via import
To assign or update default storage bins for multiple variants simultaneously:
Go to Settings > Data import.
Download the appropriate import template:
Fill in the Default storage bin column for each variant and location as needed.
Upload the completed file back into Katana to apply the changes.
Tip: Ensure that the Katana ID column remains unchanged to accurately match existing records during the import process.
Viewing and managing storage bins
You can view and manage storage bins within the Inventory tab of the Stock screen. This allows you to monitor stock levels and storage bin assignments across different locations.
Additional information
Storage bins are part of the Warehouse Management add-on, which is included in the Professional and Professional Plus plans. Users on the Standard plan can purchase this functionality as an add-on.
Storage bins can also be created directly from the item card or by navigating to Settings > Locations > Storage bins.
Default storage bins are displayed on various printouts, such as purchase order put-away lists, manufacturing order pick lists, and sales order packing lists.
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