Stock
Find everything you need to know about Stock, Batch Tracking, and Barcodes
By David and 1 other2 authors86 articles
- Basics of the Stock screenNavigate the Stock screen in Katana for real-time inventory management and stock updates.
- Entering stock levels into KatanaEfficiently enter initial stock in Katana using direct import or stock adjustments.
- What is a stock adjustment?Understand how to correct and adjust your stock levels in Katana with Stock Adjustments.
- How to create a stock adjustmentLearn how to create a stock adjustment in Katana, optimizing inventory accuracy.
- Duplicating a stock adjustmentEasily duplicate stock adjustments in Katana for repeated inventory processes.
- How to export stock adjustmentsExport your stock adjustments from Katana to a CSV file.
- How to delete a stock adjustmentDelete a stock adjustment to remove it from the stock adjustments table and reverse any adjustments it made
- What is safety stock?Optimize inventory with safety stock levels, balancing stock levels and demand.
- How to set a product or material safety stock levelSet an effective safety stock level to maintain optimal stock levels and prevent shortages.
- Choosing an ideal safety stock levelLearn how to set the right safety stock level based on demand, supply variability, and more.
- Restock notificationsStay updated with restock notifications, ensuring timely reordering and stock management.
- Performing a stocktake (i.e. inventory count)Master stocktakes to ensure your inventory matches actual stock accurately.
- How to bulk update stock levels and valuesBulk update stock levels and values in Katana to align inventory with actual counts.
- Video: How to avoid negative stock?Watch this video to help ensure you never end up with negative stock in Katana
- Where to find stock movement historyTrack stock movement history in Katana to validate inventory levels and costs accurately.
- Viewing and exporting historical stockAccess and export historical stock data for specific dates in Katana for accurate records.
- Recording stock movements in accounting based on Katana dataTrack and record stock movements in accounting from Katana for accurate financials.
- Understanding the closed inventory periodLearn about Katana’s inventory period closing period to maintain accurate financials and stock records.
- Understanding Moving Average Cost (MAC)Gain a better understanding of how Average Cost works
- Improving Moving Average Cost (MAC)Katana’s updated MAC calculation ensures accurate inventory and financial records.
- Product trackingTrack products in Katana using batch/lot numbers or serial numbers for detailed inventory management.
- How to replenish inventory (non-manufacturers/resellers)
- Overview of the Traceability add-onThe Full Traceability add-on gives you access to batch/lot and serial number tracking.
- How to use the Traceability explorerGain a clear visualization of the lifecycle of your batch and serial tracked items
- Understanding negative stockNegative stock can sometimes occur, find out how to find and resolve this issue.
- Basics of barcodesDiscover how Katana simplifies inventory tracking with efficient barcode scanning.
- Different types of barcodesExplore the types of barcodes in Katana for tracking items, batches, and sales efficiently.
- How to switch barcodes ON/OFFEasily toggle barcodes on or off in Katana to suit your inventory tracking needs.
- How to generate internal barcodesAutomate or manually create internal barcodes in Katana for efficient item tracking.
- How to bulk import/export barcodesManage barcodes for items and batches by importing and exporting in bulk via spreadsheets.
- How to edit barcodesModify barcodes in Katana for items and batches, ensuring data integrity and traceability.
- How to scan barcodesStreamline operations in Katana with barcode scanning for receiving items, tracking ingredients, and managing stock efficiently.
- How to receive with barcodesLearn how to receive stock using barcodes in Katana for efficient inventory management.
- Using a barcode scanner to count stockLearn how to use a barcode scanner for efficient stock counting in Katana.
- Barcode scanning hardwareMaster barcode scanning in Katana with the right hardware for efficient inventory management
- Barcode standardsUnderstand different barcode standards and their use in Katana for efficient inventory tracking.
- Customizing a barcode labelLearn how to customize barcode labels in Katana for tailored inventory and workflow management.
- Video: How to use barcodes in Katana10 minute video explaining how to set up and use barcodes in Katana
- Basics of batch trackingImplement batch tracking in Katana for full traceability from purchase to sale.
- Enabling item batch trackingActivate batch tracking for each item in Katana to ensure detailed product traceability.
- Understanding the Batches listUnderstand the Batches list for effective inventory tracking and management.
- Purchasing batch-trackable itemsAssign batch numbers during purchase order receiving, enhancing product traceability.
- Selecting ingredients from batches on manufacturing ordersSelect specific batches for manufacturing orders in Katana for detailed inventory tracking.
- How to assign batch numbers to manufactured productsAssign batch numbers to manufactured products in Katana for full traceability from production to sales.
- How to assign batches for sales items on a sales order (SO)Assign batch numbers to sales items in Katana for precise inventory tracking and fulfillment.
- Batch tracking on outsourced purchase orders (OPO)Track batch numbers for outsourced purchase orders in Katana to ensure full traceability and accurate inventory management.
- Selecting ingredient batches on outsourced purchase orders (OPO)Select specific ingredient batches for outsourced purchase orders (OPOs) in Katana for precise tracking and quality control.
- Batch tracking for subassembliesTrack batch information for subassemblies in Katana for precise inventory management.
- Reporting batch numbers in the Shop Floor Control appReport batch numbers for ingredients used in the Shop Floor Control app to ensure accurate tracking.
- Reverting manufacturing orders when items are batch-trackableRevert manufacturing orders (MOs) for batch-trackable items in Katana to adjust stock movements and batch assignments.
- Importing batch numbersImport batch numbers into Katana to streamline inventory management and ensure accurate batch tracking.
- How to export batch tracking infoExport batch tracking information to a spreadsheet for better inventory management.
- What is an "unbatched" batch?Learn about "unbatched" batches in Katana and how they function within inventory management.
- Assigning batch numbers to "unbatched" itemsAssign batch numbers to "unbatched" items in Katana for improved inventory management and traceability.
- Adjusting stock for batch-trackable itemsAdjust stock for batch-trackable items in Katana to maintain accurate inventory levels and batch records.
- Transferring batch-trackable stock between LocationsTransfer batch-trackable stock between locations in Katana for accurate inventory management.
- Keeping historical batch data when turning off item batch trackingLearn how to preserve historical batch data when disabling batch tracking for items.
- Disabling item batch trackingLearn how to disable item batch tracking while managing historical batch data.
- What is an empty batch?Understand what an empty batch is in Katana and how to manage them for effective inventory tracking.
- Video: Batch tracking and expiry datesWatch how to use batch numbers to track products and materials
- Basics of serial number trackingUse serial number tracking in Katana to track a product's full history.
- Enabling serial number trackingEnable serial number tracking in Katana to manage individual items with unique identifiers.
- Adding serial numbers to manufactured productsAdd serial numbers to manufactured products in Katana to enhance traceability and inventory control.
- Adding item serial numbers to a sales order (SO)Add serial numbers to sales orders to ensure accurate tracking and compliance.
- Adding serial numbers to purchased productsAdd serial numbers to purchased products for enhanced tracking and traceability.
- Basics of the serial numbers listLearn how the Serial Numbers list provides complete traceability for products with serial number tracking enabled.
- Converting batch tracking to serial number tracking?Changing the type tracking from batch to serial
- How to export serial numbersExport serial numbers to a spreadsheet for efficient inventory tracking and record-keeping.
- Adjusting stock for serial number trackable itemsAdjust stock for serial number trackable items to ensure accurate inventory management.
- Transferring stock (serial number trackable items) between LocationsTransfer serial number trackable items between locations in Katana for precise inventory management.
- Reporting serial numbers via the Shop Floor AppReport serial numbers for manufacturing tasks in Katana's Shop Floor app to ensure accurate inventory tracking.
- Update serial numbers on completed MOs via importUpdate serial numbers for completed manufacturing orders to ensure accurate tracking and records.
- Update serial numbers on received purchase orders through importUpdate serial numbers for received purchases to maintain accuracy.
- Export historical data before disabling serial number trackingMake sure you don't lose historical data when disabling serial number tracking
- Disabling serial number trackingLearn how to disable serial number tracking while managing existing serial data.
- What is a stock transfer?A stock transfer involves moving inventory between locations, ensuring accurate tracking and efficient stock management.
- How to create a stock transferCreate a stock transfer to move inventory between locations.
- How to export stock transfersExporting your stock transfer data helps you analyze movement across locations in tools like Excel.
- How to revert a stock transferLearn how to revert a stock transfer to adjust inventory and edit details
- Deleting a stock transferDelete a stock transfer to remove incorrect or unnecessary inventory movements.
- Stock transfer item availabilityItem's on stock transfer can be in 3 different states of availability
AI Replenishment
Utilize AI analysis to understand forecasted replenishment
- How Katana AI Replenishment worksGain a rudimentary understanding of the AI Replenishment feature.
- How to use Talk to DataThe Talk to Data sidebar allows you to ask questions about the AI Replenishment numbers
- AI Replenishment's safety stock formula and recommendationsUnderstand the formula and recommendations used by AI Replenishment
- Understanding your AI Replenishment forecastFigure out how to comprehend the forecast given by AI Replenishment
- How to share a replenishment plan with your teamGet your whole team on the same page by sharing replenishment plans.