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

Dayvid Lorbiecke avatarRainar Essenson avatarSiim Sirel avatar
4 authors70 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.
Exporting a stock adjustmentExport your stock adjustments 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?Optimize inventory with Reorder Points in Katana, balancing stock levels and demand.
How to set a product or material reorder pointSet effective Reorder Points to maintain optimal stock levels and prevent shortages.
Choosing an ideal level for reorder pointsLearn how to set the right reorder point 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 inventory period closingLearn 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.

Video: Batch tracking and expiry datesWatch how to use batch numbers to track products and materials
Basics of Batch Tracking: Full traceabilityImplement 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.
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.
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