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Stock
Find everything you need to know about Stock, Batch Tracking, and Barcodes
Using the Stock screenIn the Stock screen, you can access inventory, stock adjustments, transfers, and batch numbers.
Entering initial stock into KatanaIf you're getting started with Katana, follow this guide for adding your stock
What is a Stock adjustment?Adjust quantities of stock through Stock adjustments
Creating a Stock adjustmentSome guidelines for creating Stock adjustments
Duplicating a Stock adjustmentCreate a similar SA by duplicating a previous one
Exporting Stock adjustmentsEasily export your Stock adjustments with adjustment rows from Katana to a CSV file.
Deleting a Stock adjustmentDelete a Stock adjustment to remove it from the Stock adjustments table and reverse any adjustments it made
What is a Reorder point?Use Reorder points to avoid running out of stock
Setting a Reorder point for product or materialLearn how to set Reorder points
Determining the appropriate level of Reorder pointFind some quick recommendations on how to decide on the best level for your Reorder point(s)
Restock notificationsRestock notifications provide an easy way to know which items need reordering.
Performing a Stocktake (i.e. inventory count)Use Stocktakes to make sure the amount of stock you have in Katana is accurate
Updating stock levels and stock values in bulkYou can update stock levels and values through a spreadsheet import
Video: How to avoid negative stock?Watch this video to help ensure you never end up with negative stock in Katana
Where can I see the history of stock movements?Track all your stock movements directly in Katana
Viewing and exporting historical stock for a certain dateChoose a date range in which you want to see or export stock from
Recording stock movements in accounting based on Katana dataThis article describes how to record stock levels in your accounting software based on Katana data.
Understanding inventory period closingGain a better understand of how and why inventory periods close in Katana
Understanding Moving Average Cost (MAC)Gain a better understanding of how Average Cost works
Improving Moving Average Cost (MAC)Find out how we improved MAC to give a more accurate look at the Average Cost from 2022 onward.
Video: Batch tracking and expiry datesWatch how to use batch numbers to track products and materials
Basics of Batch Tracking: Full traceabilityFull traceability from purchasing to manufacturing to sales
Enabling batch tracking for itemsBatch tracking can be switched ON and OFF at the item level
Purchasing batch-trackable itemsAssign batch numbers to items that you are purchasing with Purchase Orders
Selecting ingredients from batches on Manufacturing ordersIf you have enabled batch tracking for ingredient(s) you can select specific batches
Assigning batch numbers to manufactured productsTrack items when they are sold or used in manufacturing
Batch tracking for subassembliesSwitch on batch tracking for a product used in a subassembly
Reporting batch numbers in the Shop Floor Control appUse the Shop Floor App to directly report batch numbers
Reverting Manufacturing orders for batch-trackable itemsRevert any MO from a Done status back to Not Started or Work in progress
Assigning batches for Sales items on a Sales orderIf you are selling products that have batch tracking enabled, a batch must be assigned to the Sales items on a SO
Batch tracking on Outsourced purchase orders
Selecting ingredient batches on an Outsourced purchase order (OPO)If you have enabled batch tracking for ingredient(s) you can select specific batches
Understanding the Batches listInformation about batches can be accessed from Stock screen > Batches tab
Importing batch numbersUse our import template to bulk add your batches to Katana
What an "unbatched" batch isFind out how a batch can be "unbatched"
Assigning batch numbers to "unbatched" itemsA certain quantity of stock for a batch-trackable item might belong to an "unbatched" batch
What is an empty batch?If a batch has a zero quantity of items, it is called an empty batch
Adjusting stock for batch-trackable itemsYou can also create new batches when adding items to your stock with a Stock adjustment
Transferring stock between Locations for batch-trackable itemsIf you've created more than one Location on your Katana account, you can transfer stock from one location to another
Disabling item batch trackingYou can enable and disable batch tracking functionality in Katana at an item level
Keeping historical batch data when turning off item batch trackingDisabling batch tracking functionality will delete existing batch tracking information from Katana for that item
Exporting batch tracking infoExport your batch information from Katana to a spreadsheet
Video: How to use barcodes in Katana10 minute video explaining how to set up and use barcodes in Katana
Basics of barcodesDiscover how Katana simplifies inventory tracking with efficient barcode scanning.
Different types of barcodes in KatanaKatana has different barcode options assigned to each item variant
Switching Barcodes ON and OFFBarcodes can be switched ON and OFF from Settings > Barcodes in Katana
Generating internal barcodesInternal barcodes and barcodes for batches can be automatically generated or created manually
Importing and exporting barcodes in bulkImport/export your item and batch barcodes to Katana using a spreadsheet
Editing barcodesBarcodes can be edited in several places
Scanning barcodesStreamline operations in Katana with barcode scanning for receiving items, tracking ingredients, and managing stock efficiently.
Receiving with barcodesWhen items arrive in your warehouse, start scanning to find the purchase order it belongs to
Using a barcode scanner to count stockYou can use a barcode scanner to quickly identify and count the quantities of item variants/batch numbers
Barcode scanning hardwareMaster barcode scanning in Katana with the right hardware for efficient inventory management
Barcode standardsGlobally there are a wide variety of barcode standards to choose from
Customizing a barcode labelThe base template of a barcode label consists of five elements
Product trackingItems in Katana can be set to either No tracking, Batch / lot numbers, or Serial numbers
Enabling serial number trackingSerial number tracking can easily be turned on or off per product
Adding serial numbers to manufactured productsLearn about how to add serial numbers and use the Traceability tab
Adding item serial numbers to a Sales orderDiscover the different methods for adding serial numbers to different Sales orders.
Adding serial numbers to purchased products
How the Serial numbers list worksLearn more about the Serial numbers tab within the Stock screen
Disabling serial number trackingHow to disable serial number tracking
Batch tracking to serial number trackingChanging your tracking from batch to serial
Keep historical data while disabling serial number trackingMake sure you don't lose historical data when disabling serial number tracking
Adjusting stock for SN trackable items
Update completed Manufacturing order serial numbersQuickly add serial numbers to Katana Manufacturing orders via a template import
Exporting serial numbers
Transferring stock (serial number trackable items) between LocationsLooking to transfer between locations, stock that has trackable serial numbers? Look no further than this article.
Reporting serial numbers via the Shop Floor App
Updating serial numbers on received PurchasesQuickly add serial numbers to Purchase orders using a template import