Stock

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

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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.
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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
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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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Written by Dayvid Lorbiecke
Updated over a week ago

Creating a Stock adjustment

Some guidelines for creating Stock adjustments
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Updated over a week ago

Duplicating a Stock adjustment

Create a similar SA by duplicating a previous one
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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.
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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
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Written by Dayvid Lorbiecke
Updated over a week ago

What is a Reorder point?

Use Reorder points to avoid running out of stock
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Written by Dayvid Lorbiecke
Updated over a week ago

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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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
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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
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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
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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
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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
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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.
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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
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Updated over a week ago

Understanding Moving Average Cost (MAC)

Gain a better understanding of how Average Cost works
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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
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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
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Written by Dayvid Lorbiecke
Updated over a week ago

Basics of Batch Tracking: Full traceability

Full traceability from purchasing to manufacturing to sales
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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
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Updated over a week ago

Purchasing batch-trackable items

Assign batch numbers to items that you are purchasing with Purchase Orders
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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
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Written by Dayvid Lorbiecke
Updated over a week ago

Assigning batch numbers to manufactured products

Track items when they are sold or used in manufacturing
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Written by Dayvid Lorbiecke
Updated over a week ago

Batch tracking for subassemblies

Switch on batch tracking for a product used in a subassembly
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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
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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
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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
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Written by Dayvid Lorbiecke
Updated over a week ago

Batch tracking on Outsourced purchase orders

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Written by Dayvid Lorbiecke
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
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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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Written by Dayvid Lorbiecke
Updated over a week ago

Importing batch numbers

Use our import template to bulk add your batches to Katana
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Written by Dayvid Lorbiecke
Updated over a week ago

What an "unbatched" batch is

Find out how a batch can be "unbatched"
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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
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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
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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
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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
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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
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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
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Written by Dayvid Lorbiecke
Updated over a week ago

Exporting batch tracking info

Export your batch information from Katana to a spreadsheet
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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
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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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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
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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
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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
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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
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Written by Dayvid Lorbiecke
Updated over a week ago

Editing barcodes

Barcodes can be edited in several places
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Updated over a week ago

Scanning barcodes

There are multiple ways to scan barcodes in Katana
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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
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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
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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)
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Written by Dayvid Lorbiecke
Updated over a week ago

Barcode standards

Globally there are a wide variety of barcode standards to choose from
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Written by Dayvid Lorbiecke
Updated over a week ago

Customizing a barcode label

The base template of a barcode label consists of five elements
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Written by Dayvid Lorbiecke
Updated over a week ago