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Stock
Find everything you need to know about Stock, Batch Tracking, and Barcodes
54 articles in this collection
Written by
Siim Sirel
and
Dayvid Lorbiecke
Using the Stock screen
In the Stock screen, you can access inventory, stock adjustments, transfers, and batch numbers.
Written by
Dayvid Lorbiecke
Updated today
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
Written by
Dayvid Lorbiecke
Updated over a week ago
Creating a Stock adjustment
Some guidelines for creating Stock adjustments
Written by
Dayvid Lorbiecke
Updated over a week ago
Duplicating a Stock adjustment
Create a similar SA by duplicating a previous one
Written by
Dayvid Lorbiecke
Updated over a week ago
Exporting Stock adjustments
Easily export your Stock adjustments with adjustment rows from Katana to a CSV file.
Written by
Dayvid Lorbiecke
Updated over a week ago
Deleting a Stock adjustment
Delete a Stock adjustment to remove it from the Stock adjustments table and reverse any adjustments it made
Written by
Dayvid Lorbiecke
Updated over a week ago
What is a Reorder point?
Use Reorder points to avoid running out of stock
Written by
Dayvid Lorbiecke
Updated over a week ago
Setting a Reorder point for product or material
Learn how to set Reorder points
Written by
Dayvid Lorbiecke
Updated over a week ago
Determining the appropriate level of Reorder point
Find some quick recommendations on how to decide on the best level for your Reorder point(s)
Written by
Dayvid Lorbiecke
Updated over a week ago
Performing a Stocktake (i.e. inventory count)
Use Stocktakes to make sure the amount of stock you have in Katana is accurate
Written by
Dayvid Lorbiecke
Updated over a week ago
Updating stock levels and stock values in bulk
You can update stock levels and values through a spreadsheet import
Written by
Dayvid Lorbiecke
Updated over a week ago
Video: How to avoid negative stock?
Watch this video to help ensure you never end up with negative stock in Katana
Written by
Dayvid Lorbiecke
Updated over a week ago
Where can I see the history of stock movements?
Track all your stock movements directly in Katana
Written by
Dayvid Lorbiecke
Updated over a week ago
Viewing and exporting historical stock for a certain date
Choose a date range in which you want to see or export stock from
Written by
Dayvid Lorbiecke
Updated over a week ago
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
Updated over a week ago
Understanding inventory period closing
Gain a better understand of how and why inventory periods close in Katana
Written by
Dayvid Lorbiecke
Updated today
Understanding Moving Average Cost (MAC)
Gain a better understanding of how Average Cost works
Written by
Dayvid Lorbiecke
Updated over a week ago
Moving Average Cost (MAC) improvement
Read how we improved MAC to give a more accurate look at the Average Cost
Written by
Dayvid Lorbiecke
Updated over a week ago
Batch tracking
Video: Batch tracking and expiry dates
Watch how to use batch numbers to track products and materials
Written by
Dayvid Lorbiecke
Updated over a week ago
Basics of Batch Tracking: Full traceability
Full traceability from purchasing to manufacturing to sales
Written by
Dayvid Lorbiecke
Updated over a week ago
Enabling batch tracking for items
Batch tracking can be switched ON and OFF at the item level
Written by
Dayvid Lorbiecke
Updated over a week ago
Purchasing batch-trackable items
Assign batch numbers to items that you are purchasing with Purchase Orders
Written by
Dayvid Lorbiecke
Updated over a week ago
Selecting ingredients from batches on Manufacturing orders
If you have enabled batch tracking for ingredient(s) you can select specific batches
Written by
Dayvid Lorbiecke
Updated this week
Assigning batch numbers to manufactured products
Track items when they are sold or used in manufacturing
Written by
Dayvid Lorbiecke
Updated today
Batch tracking for subassemblies
Switch on batch tracking for a product used in a subassembly
Written by
Dayvid Lorbiecke
Updated over a week ago
Reporting batch numbers in the Shop Floor Control app
Use the Shop Floor App to directly report batch numbers
Written by
Dayvid Lorbiecke
Updated over a week ago
Reverting Manufacturing orders for batch-trackable items
Revert any MO from a Done status back to Not Started or Work in progress
Written by
Dayvid Lorbiecke
Updated over a week ago
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
Written by
Dayvid Lorbiecke
Updated over a week ago
Batch tracking on Outsourced purchase orders
Written by
Dayvid Lorbiecke
Updated over a week ago
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
Written by
Dayvid Lorbiecke
Updated over a week ago
Importing batch numbers
Use our import template to bulk add your batches to Katana
Written by
Dayvid Lorbiecke
Updated over a week ago
What an "unbatched" batch is
Find out how a batch can be "unbatched"
Written by
Dayvid Lorbiecke
Updated over a week ago
Assigning batch numbers to "unbatched" items
A certain quantity of stock for a batch-trackable item might belong to an "unbatched" batch
Written by
Dayvid Lorbiecke
Updated over a week ago
What is an empty batch?
If a batch has a zero quantity of items, it is called an empty batch
Written by
Dayvid Lorbiecke
Updated over a week ago
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
Updated over a week ago
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
Updated over a week ago
Disabling batch tracking for items
You can enable and disable batch tracking functionality in Katana at an item level
Written by
Dayvid Lorbiecke
Updated over a week ago
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
Updated over a week ago
Exporting batch tracking info
Export your batch information from Katana to a spreadsheet
Written by
Dayvid Lorbiecke
Updated over a week ago
Barcodes
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
Written by
Dayvid Lorbiecke
Updated over a week ago
Different types of barcodes in Katana
Katana has different barcode options assigned to each item variant
Written by
Dayvid Lorbiecke
Updated over a week ago
Switching Barcodes ON and OFF
Barcodes can be switched ON and OFF from Settings > Barcodes in Katana
Written by
Dayvid Lorbiecke
Updated over a week ago
Generating internal barcodes
Internal barcodes and barcodes for batches can be automatically generated or created manually
Written by
Dayvid Lorbiecke
Updated over a week ago
Importing and exporting barcodes in bulk
Import/export your item and batch barcodes to Katana using a spreadsheet
Written by
Dayvid Lorbiecke
Updated over a week ago
Editing barcodes
Barcodes can be edited in several places
Written by
Dayvid Lorbiecke
Updated over a week ago
Scanning barcodes
There are multiple ways to scan barcodes in Katana
Written by
Dayvid Lorbiecke
Updated over a week ago
Receiving with barcodes
When items arrive in your warehouse, start scanning to find the purchase order it belongs to
Written by
Dayvid Lorbiecke
Updated over a week ago
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
Written by
Dayvid Lorbiecke
Updated over a week ago
Hardware for barcode scanning
Barcodes can be scanned using a scanner or smart device camera (with the Shop Floor App)
Written by
Dayvid Lorbiecke
Updated over a week ago
Barcode standards
Globally there are a wide variety of barcode standards to choose from
Written by
Dayvid Lorbiecke
Updated over a week ago
Customizing a barcode label
The base template of a barcode label consists of five elements
Written by
Dayvid Lorbiecke
Updated over a week ago