Stock

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

Written by Dayvid Lorbiecke
Updated today

What is a Stock Adjustment?

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

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

Written by Dayvid Lorbiecke
Updated over a week ago

What is a Reorder Point?

Written by Dayvid Lorbiecke
Updated over a week ago

Setting a Reorder Point for product or material

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)

Written by Dayvid Lorbiecke
Updated over a week ago

Updating stock levels and stock values in bulk

Written by Dayvid Lorbiecke
Updated over a week ago

Video: How to avoid negative stock?

Written by Dayvid Lorbiecke
Updated over a week ago

Where can I see the history of stock movements?

Written by Dayvid Lorbiecke
Updated over a week ago

Viewing and exporting historical stock for a certain date

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 over a week ago

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

Written by Dayvid Lorbiecke
Updated over a week ago

Video: Batch tracking and expiry dates

Written by Dayvid Lorbiecke
Updated over a week ago

Basics of Batch Tracking: Full traceability

Written by Dayvid Lorbiecke
Updated over a week ago

Enabling batch tracking for items

Written by Dayvid Lorbiecke
Updated over a week ago

Purchasing batch-trackable items

Written by Dayvid Lorbiecke
Updated over a week ago

Selecting ingredients from batches on Manufacturing Orders

Written by Dayvid Lorbiecke
Updated over a week ago

Assigning batch numbers to manufactured products

Written by Dayvid Lorbiecke
Updated over a week ago

Batch tracking for subassemblies

Written by Dayvid Lorbiecke
Updated over a week ago

Reporting batch numbers in the Shop Floor Control app

Written by Dayvid Lorbiecke
Updated over a week ago

Reverting Manufacturing Orders for batch-trackable items

Written by Dayvid Lorbiecke
Updated over a week ago

Assigning batches for Sales Items on a Sales Order

Written by Dayvid Lorbiecke
Updated over a week ago

Understanding the Batches list

Written by Dayvid Lorbiecke
Updated over a week ago

Importing batch numbers

Written by Dayvid Lorbiecke
Updated over a week ago

What an "unbatched" batch is

Written by Dayvid Lorbiecke
Updated over a week ago

Assigning batch numbers to "unbatched" items

Written by Dayvid Lorbiecke
Updated over a week ago

What is an empty batch?

Written by Dayvid Lorbiecke
Updated over a week ago

Adjusting stock for batch-trackable items

Written by Dayvid Lorbiecke
Updated over a week ago

Transferring stock between Locations for batch-trackable items

Written by Dayvid Lorbiecke
Updated over a week ago

Disabling batch tracking for items

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?

Written by Dayvid Lorbiecke
Updated over a week ago

Exporting batch tracking info

Written by Dayvid Lorbiecke
Updated over a week ago

Video: How to use barcodes in Katana

Written by Dayvid Lorbiecke
Updated over a week ago

Basics of barcodes

Written by Dayvid Lorbiecke
Updated over a week ago

Different types of barcodes in Katana

Written by Dayvid Lorbiecke
Updated over a week ago

Switching Barcodes ON and OFF

Written by Dayvid Lorbiecke
Updated over a week ago

Generating internal barcodes

Written by Dayvid Lorbiecke
Updated over a week ago

Importing and exporting barcodes in bulk

Written by Dayvid Lorbiecke
Updated over a week ago

Editing barcodes

Written by Dayvid Lorbiecke
Updated over a week ago

Scanning barcodes

Written by Dayvid Lorbiecke
Updated over a week ago

Receiving with barcodes

Written by Dayvid Lorbiecke
Updated over a week ago

Using a barcode scanner to count stock

Written by Dayvid Lorbiecke
Updated over a week ago

Hardware for barcode scanning

Written by Dayvid Lorbiecke
Updated over a week ago

Barcode standards

Written by Dayvid Lorbiecke
Updated over a week ago

Customizing a barcode label

Written by Dayvid Lorbiecke
Updated over a week ago