If you're already tracking serial numbers for products and you've kept that serial tracking information somewhere besides Katana (such as a spreadsheet or another system), you can use our import template to bulk-add serial numbers to fully received Purchase orders (POs) and Outsourced purchase orders (OPOs) in Katana.
To use serial tracking in Katana, you'll need to be on an Standard plan or higher. Upgrade from the Subscription page in Katana or by enabling a Standard 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 purchase orders with serial numbers section and click Download data.
This file will include the list of received Purchase orders which have:
Items with serial numbers assigned (if you've already added serial numbers into Katana)
Items with serial number tracking enabled but no specified serial numbers. 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 Purchase order rows 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 rows. If the Katana ID field is empty or doesn't match an existing purchase order row in Katana, the row will be skipped during import.
PO #: the received Purchase order number which serial numbers will be attached to. This field is used as reference, but will not be updated in Katana.
Note: The file considers PO row quantities and will display the connected amount of rows for each PO row based on the row quantity. For example, if a PO's row quantity = 30, then 30 rows for each PO row is displayed.
Received date: the date when a row was received. This field is used as reference, but will not be updated in Katana.
Variant code: the SKU for the variant that the serial number is assigned to. This field is used as reference, but will not be updated in Katana.
Variant code: the name of the variant that the serial number is assigned to. This field is used as reference, but will not be updated in Katana.
*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.
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 group will be imported.
Import the filled template into Katana from Settings screen > Data import by clicking Upload data under Update purchase orders 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, Purchase orders are updated with Serial numbers.
You can also bulk update Serial numbers on completed Manufacturing orders using Update documents with the serial numbers template.