Unit Conversion for Purchasing

You can now enter a separate purchasing unit of measure for each material and purchasable product in Katana and define the ratio between the stock tracking unit and purchasing unit.

Screenshot of Katana app
Last updated: 08.06.2021 3 MIN READ

We’re excited to announce that we’ve beefed-up Katana’s purchasing module with a brand-new feature: Unit Conversion! 🤩

Super useful if you buy supplies in one unit of measure but track the inventory in a different measure. 🔢 For example, if you purchase materials in bottles, but track consumption in milliliters.

You can now enter a separate purchasing unit of measure for each material and purchasable product in Katana and define the ratio between the stock tracking unit and purchasing unit. 🎉

To do this, open an “Item card” and enable “Yes, I purchase in a different unit”. Then decide how you’ll track the unit of measure and the quantity in which the item will be purchased.

You can now enter a separate purchasing unit of measure for each material and purchasable product in Katana and define the ratio between the stock tracking unit and purchasing unit.

Once finished, when you create a new “Purchase order” (PO) Katana will automatically make the conversion and track the accurate quantity in stock based on the stock tracking unit.

For a better understanding of how the new feature works, be sure to check out the video tutorial below:

Gone are the days of making a manual stock adjustment after the purchase to convert from one unit to the other.

If you have any questions, thoughts, or suggestions, .

Happy purchasing, 
Katana Team

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