Katana Product Trainings
Join our upcoming live sessions or explore past recordings to learn how to get more value from Katana. From setup and daily workflows to advanced optimization, these trainings help your team work faster, smarter, and with confidence.
Katana Kickstart: 4-week onboarding series
Brand new to Katana, still exploring, or not sure your setup is right? This free 4-week series covers it all — from your first import to running daily operations with confidence.
- Apr 8 — Settings, integrations, and your first import
- Apr 15 — Items, stock levels, and data validation
- Apr 22 — Orders, production, purchasing, and fulfillment
- Apr 29 — Stock adjustments, costing, COGS, and reports
Each session includes live demos and open Q&A. Join one or all four.
Planning & Forecasting: Know when to reorder
Learn how to predict stockouts, set safety stock, forecast demand, get automated reorder suggestions, and create orders directly from replenishment suggestions — all with Katana’s planning and forecasting tools.
We’ll walk through everything in Katana with demos, and answer your questions live.
Product training recordings
Explore practical training sessions designed to help you get the most out of Katana. Learn how to set up efficient workflows, master picking and receiving, solve common challenges, and unlock advanced optimizations.
Katana Unlocked: Run your operations with confidence
Already using Katana, but your numbers feel off or you’re still doing too much manually? This session covers the everyday essentials: fixing costing errors, keeping inventory accurate, troubleshooting integrations, and saving time with bulk actions and shortcuts.
You’ll learn:
- How moving average cost works — and what to do when it looks wrong
- Stock adjustments with cost correction to reset your average cost
- Shopify and QuickBooks integration health checks — what syncs and what doesn’t
- Negative inventory: why it happens and how to fix it
- Bulk actions, import templates, and the shortcuts you didn’t know about
Laura Komp
Logan Jones
Katana Kickstart: First steps
Learn how to set up your Katana account from scratch — from company settings and locations to connecting integrations and importing your first products. This is session 1 of our 4-week onboarding series.
You’ll learn:
- Configuring company settings and locations
- Connecting integrations (e-commerce, accounting)
- Creating and importing your product catalog
- Which setup steps to prioritize based on your business type
Laura Komp
Ash Dhaliwal
BOM fundamentals: Recipes & operations
Learn how to set up and manage product recipes / BOMs in Katana — from simple single-level recipes to multi-level structures with subassemblies. In this session, we cover the complete setup process, when to use variants vs. separate products, and how product costs calculate through every level.
You’ll learn:
- Creating BOMs using manual entry, import, or copy
- When to use variants vs. separate products
- Setting up multi-level BOMs with subassemblies
- Adding production operations for labor and overhead costs
- Bulk-updating recipes and handling waste on manufacturing orders
Matthew Carter
Erin McTavish
Getting started with Katana
New to Katana? This live session walks you through everything you need to set up your account and start managing inventory with confidence.
You’ll learn:
- Why businesses choose Katana
- How to navigate the platform
- Setting up your foundation: settings, locations, items, stock levels, and more
- Connecting Shopify and QuickBooks Online
- Your daily workflow: from sales orders to fulfillment
Andrew McGuire
Ash Dhaliwal
Traceability Foundations: Batch/lot tracking for compliance
Learn how to set up and use batch/lot tracking in Katana for full forward and backward traceability. In this session, we walk through how to enable batch tracking, assign batches across purchasing, manufacturing, and sales, and show you how to trace any product from supplier to customer — or back again.
You’ll learn:
- How to enable batch/lot tracking per item
- Assigning batches when receiving purchase orders
- Batch tracking through manufacturing orders
- Batch selection during sales order fulfillment
- Forward and backward traceability for audits and recalls
- Using Stock → Batches and Inventory Intel for tracing
- Exporting batch data for audit preparation
Matthew Carter
Erin McTavish
Mastering the Katana-Shopify integration
Learn how to connect, configure, and get the most out of your Katana-Shopify integration. In this session, we walk through the complete setup process, show you how data flows between systems, and share best practices to keep your inventory accurate and orders syncing smoothly.
You’ll learn:
- How to connect Shopify to Katana
- SKU matching and preventing duplicate products
- Order sync and what changes flow between systems
- Inventory sync — the formula and when it triggers
- Fulfillment and returns
- Kits, bundles, custom products, and service items
Mike Wilson
Logan Jones
How to get the most from Katana’s Advanced Manufacturing add-on
In this customer training, the Katana team dives into the Advanced Manufacturing add-on, covering topics such as manufacturing costing, shop floor operations, and manufacturing insights, with a focus on helping manufacturers understand where time and money are actually being spent in production.
You’ll learn:
- How to configure operation types for accurate costing and operation sequence
- How to use the Shop Floor app effectively
- How ingredient picking improves inventory visibility
- How to use Manufacturing insights to track and improve performance
Taylor Hagel
Taago Kilter
Chris Cheung
How to track and manage outsourced production in Katana
Learn how to set up and manage outsourced workflows using outsourced purchase orders (OPOs). This training covers fully and partially outsourced manufacturing with real-world examples.
You’ll learn:
- How to centralize tracking and eliminate spreadsheets
- Full and partial outsourcing workflow setups
- How to track costs and ingredient availability across contractor locations
- Common setup mistakes to avoid
Chris Cheung
Logan Jones
Getting the most out of Warehouse Management add-on
Learn how to set up and use the Warehouse Management add-on to improve inventory accuracy, streamline picking and receiving, and give your warehouse team mobile tools they’ll actually use.
You’ll learn:
- How to enable and configure the Warehouse app, and add operators for mobile packing and receiving.
- How to create, organize, and assign bin (storage) locations to improve item findability.
- How barcode scanning works for accurate packing, and PO receiving.
- How to build an efficient warehouse workflow using packing, receiving, and task controls.
Taago Kilter
Marc Darmon
Get the latest episodes sent straight to your inbox
Warehouse Management add-on setup, best practices, and Q&A
Learn how to set up and use Katana’s Warehouse Management add-on for more accurate warehouse operations. This live training is for teams using Katana’s Warehouse Management add-on who want to implement it effectively or get better results from their current setup.
You’ll learn:
- How to set up storage bins efficiently
- Using the Warehouse app for packing and receiving
- Barcode scanning workflows and tips
- Best practices for successful implementation
Henrik Rantoniemi
Henrik Rantoniemi
Upcoming training title
Learn how to set up and use Katana’s Warehouse Management add-on for more accurate warehouse operations. This live training is for teams using Katana’s Warehouse Management add-on who want to implement it effectively or get better results from their current setup.
Upcoming training title
Learn how to set up and use Katana’s Warehouse Management add-on for more accurate warehouse operations. This live training is for teams using Katana’s Warehouse Management add-on who want to implement it effectively or get better results from their current setup.