Assigning serial numbers to purchased items enhances traceability—from supplier to stock to customer orders. When serial tracking is enabled, Katana lets you add unique identifiers during the receiving process.
Why use this feature?
Ensures every stocked product has a unique serial number for customer orders or audits.
Supports traceability from receipt to sale - especially important for warranty or compliance tracking.
When can you add serials
Must have serial tracking enabled for the item.
Works on both purchase orders (PO) and outsourced purchase orders (OPO).
Applicable whether the item row is Not received or already Received—provided serials weren’t fully assigned.
Step-by-step: Adding serials
Open a PO or OPO for the relevant product.
In the items table, find the traceability icon (⚠️) in the Quantity column.
Click the icon to open the serial input modal.
Enter serials manually (one per line) or copy/paste in bulk.
Click Done.
If you use storage bins, these can also be selected on the same row.
Input rules & limits
Allowed characters: letters, numbers, spaces, and
- _ / , .Max length: 32 characters per serial.
Max count: 1,000 serial numbers at a time.
Completing the process
If serials match the ordered quantity, the ⚠️ icon changes to a ✅ checkmark.
You can add, change or remove serials before or after the row is received.
Serial numbers can be removed (🗑️) or added (+).
When marking the row as Received, serials are timestamped with the received date and appear in Stock screen → Serial numbers tab.
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