Stock

Find everything you need to know about Stock, Batch Tracking, and Barcodes

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52 articles in this collection
Written by Dayvid Lorbiecke

Using the Stock screen

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

Entering initial stock into Katana

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What is a Stock Adjustment?

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Updated over a week ago

Creating a Stock Adjustment

Some guidelines for creating Stock Adjustments
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Duplicating a Stock Adjustment

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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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Updated over a week ago

Deleting a Stock Adjustment

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What is a Reorder Point?

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Setting a Reorder Point for product or material

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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)

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Updating stock levels and stock values in bulk

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Video: How to avoid negative stock?

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Where can I see the history of stock movements?

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Viewing and exporting historical stock for a certain date

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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.
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Updated over a week ago

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

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Batch tracking

Video: Batch tracking and expiry dates

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Basics of Batch Tracking: Full traceability

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Enabling batch tracking for items

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Purchasing batch-trackable items

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Selecting ingredients from batches on Manufacturing Orders

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Assigning batch numbers to manufactured products

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Batch tracking for subassemblies

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Reporting batch numbers in the Shop Floor Control app

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Reverting Manufacturing Orders for batch-trackable items

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Assigning batches for Sales Items on a Sales Order

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Understanding the Batches list

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Importing batch numbers

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What an "unbatched" batch is

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Assigning batch numbers to "unbatched" items

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What is an empty batch?

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Adjusting stock for batch-trackable items

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Transferring stock between Locations for batch-trackable items

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Disabling batch tracking for items

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

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Exporting batch tracking info

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Updated over a week ago