Stock

Using the Stock screen

In the Stock screen, you can access inventory, stock adjustments, transfers, and batch numbers.

Written by Dayvid Lorbiecke
Updated over a week ago

Entering initial stock into Katana

If you're getting started with Katana, follow this guide for adding your stock

Written by Dayvid Lorbiecke
Updated over a week ago

What is a Stock adjustment?

Adjust quantities of stock through Stock adjustments

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Creating a Stock adjustment

Some guidelines for creating Stock adjustments

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Duplicating a Stock adjustment

Create a similar SA by duplicating a previous one

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Exporting Stock adjustments

Easily export your Stock adjustments with adjustment rows from Katana to a CSV file.

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Deleting a Stock adjustment

Delete a Stock adjustment to remove it from the Stock adjustments table and reverse any adjustments it made

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What is a Reorder point?

Use Reorder points to avoid running out of stock

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Setting a Reorder point for product or material

Learn how to set Reorder points

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Determining the appropriate level of Reorder point

Find some quick recommendations on how to decide on the best level for your Reorder point(s)

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Performing a Stocktake (i.e. inventory count)

Use Stocktakes to make sure the amount of stock you have in Katana is accurate

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Updating stock levels and stock values in bulk

You can update stock levels and values through a spreadsheet import

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Video: How to avoid negative stock?

Watch this video to help ensure you never end up with negative stock in Katana

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Where can I see the history of stock movements?

Track all your stock movements directly in Katana

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Viewing and exporting historical stock for a certain date

Choose a date range in which you want to see or export stock from

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Recording stock movements in accounting based on Katana data

This article describes how to record stock levels in your accounting software based on Katana data.

Written by Dayvid Lorbiecke
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Understanding inventory period closing

Gain a better understand of how and why inventory periods close in Katana

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Understanding Moving Average Cost (MAC)

Gain a better understanding of how Average Cost works

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Moving Average Cost (MAC) improvement

Read how we improved MAC to give a more accurate look at the Average Cost

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Video: Batch tracking and expiry dates

Watch how to use batch numbers to track products and materials

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Basics of Batch Tracking: Full traceability

Full traceability from purchasing to manufacturing to sales

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Enabling batch tracking for items

Batch tracking can be switched ON and OFF at the item level

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Purchasing batch-trackable items

Assign batch numbers to items that you are purchasing with Purchase Orders

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Selecting ingredients from batches on Manufacturing orders

If you have enabled batch tracking for ingredient(s) you can select specific batches

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Assigning batch numbers to manufactured products

Track items when they are sold or used in manufacturing

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Batch tracking for subassemblies

Switch on batch tracking for a product used in a subassembly

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Reporting batch numbers in the Shop Floor Control app

Use the Shop Floor App to directly report batch numbers

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Reverting Manufacturing orders for batch-trackable items

Revert any MO from a Done status back to Not Started or Work in progress

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Assigning batches for Sales items on a Sales order

If you are selling products that have batch tracking enabled, a batch must be assigned to the Sales items on a SO

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Batch tracking on Outsourced purchase orders

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Updated yesterday

Selecting ingredient batches on an Outsourced purchase order (OPO)

If you have enabled batch tracking for ingredient(s) you can select specific batches

Written by Siim Sirel
Updated over a week ago

Understanding the Batches list

Information about batches can be accessed from Stock screen > Batches tab

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Importing batch numbers

Use our import template to bulk add your batches to Katana

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What an "unbatched" batch is

Find out how a batch can be "unbatched"

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Assigning batch numbers to "unbatched" items

A certain quantity of stock for a batch-trackable item might belong to an "unbatched" batch

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What is an empty batch?

If a batch has a zero quantity of items, it is called an empty batch

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Adjusting stock for batch-trackable items

You can also create new batches when adding items to your stock with a Stock adjustment

Written by Dayvid Lorbiecke
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Transferring stock between Locations for batch-trackable items

If you've created more than one Location on your Katana account, you can transfer stock from one location to another

Written by Dayvid Lorbiecke
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Disabling batch tracking for items

You can enable and disable batch tracking functionality in Katana at an item level

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How to keep the historical data for batches when turning off batch tracking for an item?

Disabling batch tracking functionality will delete existing batch tracking information from Katana for that item

Written by Dayvid Lorbiecke
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Exporting batch tracking info

Export your batch information from Katana to a spreadsheet

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Video: How to use barcodes in Katana

10 minute video explaining how to set up and use barcodes in Katana

Written by Dayvid Lorbiecke
Updated over a week ago

Basics of barcodes

Barcodes are often considered one of the best ways to track inventory movements

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Different types of barcodes in Katana

Katana has different barcode options assigned to each item variant

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Switching Barcodes ON and OFF

Barcodes can be switched ON and OFF from Settings > Barcodes in Katana

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Generating internal barcodes

Internal barcodes and barcodes for batches can be automatically generated or created manually

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Importing and exporting barcodes in bulk

Import/export your item and batch barcodes to Katana using a spreadsheet

Written by Dayvid Lorbiecke
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Editing barcodes

Barcodes can be edited in several places

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Scanning barcodes

There are multiple ways to scan barcodes in Katana

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Receiving with barcodes

When items arrive in your warehouse, start scanning to find the purchase order it belongs to

Written by Dayvid Lorbiecke
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Using a barcode scanner to count stock

You can use a barcode scanner to quickly identify and count the quantities of item variants/batch numbers

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Hardware for barcode scanning

Barcodes can be scanned using a scanner or smart device camera (with the Shop Floor App)

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Barcode standards

Globally there are a wide variety of barcode standards to choose from

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Customizing a barcode label

The base template of a barcode label consists of five elements

Written by Dayvid Lorbiecke
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