Video: Batch tracking and expiry datesWatch how to use batch numbers to track products and materials
Basics of Batch Tracking: Full traceabilityFull traceability from purchasing to manufacturing to sales
Enabling batch tracking for itemsBatch tracking can be switched ON and OFF at the item level
Purchasing batch-trackable itemsAssign batch numbers to items that you are purchasing with Purchase Orders
Selecting ingredients from batches on Manufacturing ordersIf you have enabled batch tracking for ingredient(s) you can select specific batches
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