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
Published: 20.12.2019 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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