Features

Inventory management software that helps you stay lean and scale big

Get the data you need when you need it with inventory software that moves as fast as your stock and sales.

Powerful features, simple to use

Products don’t sell themselves, but the right software and workflows can make it feel like they do.
LIVE INVENTORY MANAGEMENT

The inventory optimization and control you need

End-to-end inventory insights that put an end to stockouts and overstock

 

  • Get total inventory control for finished products and raw materials
  • Know where your products are, when they are arriving, and how much for each location
  • Automate inventory transactions and set reorder points to prevent stock-outs
  • Track on-hand, committed, and expected stock amounts in real-time
  • Manage product variants and materials in one place
  • Monitor your inventory across multiple warehouses
  • Use barcodes to receive and count stock
  • Use stocktakes to find and eliminate discrepancies in your stock levels
  • Receive restock notifications to keep your stock levels optimal
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END-TO-END TRACEABILITY

Tracing for batches, expiry dates, serial numbers and more

Keep an eye on your inventory beyond the warehouse

 

  • End-to-end traceability for materials and products with batch tracking
  • Track the expiry date of items and stay in control of expiring stock
  • Autogenerate batch and internal barcodes
  • Use serial numbers to identify individual products for warranty claims, maintenance, and customer support
  • Quickly locate items across multiple warehouses, giving all teams access to the same live data
  • Trace faulty batches, materials, and products from materials to sold goods for effective quality assurance and recalls
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OMNICHANNEL ORDER MANAGEMENT

Unified B2B and e-commerce sales order management

Bring all your sales data to one centralized view

  • Sync sales orders from multiple channels into a single dashboard
  • Integrate inventory and sales data with e-commerce platforms for efficient order management
  • Track the availability of required products for sales order fulfilment
  • Track batches and serial numbers for sold items
  • Identify delivery delay risks and reprioritize to boost efficiency
  • Partially fulfill sales orders, ensuring that customers receive some products when complete order fulfillment is not available
  • Choose to make to order or fulfill from available product stock
  • Select and use multiple currencies to automatically convert sales order values
  • Add shipment tracking information
  • Track your sales performance, revenue, profit, and costs
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PURCHASE ORDER MANAGEMENT

Built-in purchase order tracking for maximum visibility

Avoid stock-outs and keep your teams and products moving

 

  • Ensure on-time purchasing based on clear material requirements
  • Know when to purchase missing raw materials from suppliers
  • Update your inventory to reflect when purchase orders were received in parts
  • Track delay risks in your supply chain to keep all teams informed
  • Select and use multiple currencies to automatically convert purchase order values
  • Use automatic unit conversion for purchasing your products to accommodate various packaging and sizing options from suppliers
  • Issue purchase orders for fully outsourced manufacturing and track materials in partner locations
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CONTRACT MANUFACTURING WORKFLOWS

Get the visibility you need when working with contractors

Katana gives you an overview of material usage and the statuses of your outsourced purchase orders.

  • Issue purchase orders for outsourced manufacturing
  • Track materials in your partner locations in real time
  • Spot and purchase missing materials in contract suppliers’ locations
  • Receive items to stock with accurate cost values
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Katana Cloud Accounting Features
Financial visibility and cloud accounting

Sync your accounting, sales, and inventory with QBO or Xero

Seamlessly integrate Katana with your accounting software

  • Send key financial data to accounting software like QuickBooks Online and Xero
  • Ensure consistency between inventory and accounting records
  • Create and update invoices based on sales orders in Katana
  • Convert purchase orders in Katana to bills in one click
  • Automatically keep your inventory balance up to date (QBO)
  • Make precise pricing decisions based on your product margins
  • Sync all your contact information to ensure consistent and accurate supplier and customer data

 

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Accurate costing with Katana's software
ACCURATE COSTING

Real-time reliable costing made easy

Ensure accuracy with costing features built for precision

  • Make precise pricing decisions based on your product margins

  • Track manufacturing costs based on your bill of materials (BOM) and production operations

  • Create multilevel BOMs with subassemblies for accurate costing

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PRODUCTION PLANNING

Routing and matrix BOMs for your variable products

Automate the reallocation of materials based on priorities you set

  • Drag-and-drop priorities for manufacturing tasks
  • Track availability for required materials for efficient sales order fulfillment
  • Identify delay risks related to material supply lead times
  • Get accurate expected completion dates to keep sales teams informed
  • Have a live floor-level production status overview
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REAL-TIME MASTER PLANNING

Production, scheduling, and
resource management in one place

Gain real-time visibility to optimize all your key resources

  • Make accurate manufacturing and purchasing decisions with live data
  • Ensure optimal inventory levels at all times
  • Prioritize production based on raw material availability
  • Get task-level control for effective shop floor management
  • Automate manufacturing cost calculations based on your bill of materials and operations
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TOTAL SHOP FLOOR CONTROL

Floor-level control from scheduling to task prioritization

Use the Katana Shop Floor App to align sales and production

  • Send tasks to the app according to product operations for incoming manufacturing orders
  • Assign and reassign jobs to operators who can start, pause, and resume tasks to keep you up to date on production
  • View manufacturing order task and ingredient list for every task in the app
  • Track time spent on tasks to optimize shop floor activities
  • View resource consumption with live material tracking
  • Add notes to manufacturing orders to be displayed for related tasks
  • Scan barcodes with any smart device to monitor material usage and track batches and products

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WAREHOUSE MANAGEMENT

Optimized warehouse workflows

Gain stock visibility inside warehouses and simplify daily operator tasks

 

  • Organize your warehouse by assigning default storage bins to products and materials
  • Streamline picking/placing workflows and save time with the storage bin locations on PDF printouts
  • Quickly identify products and materials through barcode scanning
  • Reduce errors when receiving and counting stock
  • Print barcode labels directly from your Katana account

 

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KATANA INSIGHTS

Data-driven decisions with Katana Insights

Analyze and share insights for better collaboration and performance

  • Track sales and profit margin trends over time
  • Identify your most profitable products or product categories
  • Identify your top clients and most successful sales channels
  • Track your spending, lead times, and supplier performance
  • Identify margin outliers to maximize profitability
  • Recognize sales trends and risks to reprioritize items
  • Understand your production costs and improvement/optimization areas
  • Keep an eye on revenue, profit, costs, and average order values
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Katana web features API
CUSTOM WORKFLOWS VIA API

Katana’s open API and no-code solutions

Set up integrations and create workflows to streamline your operations

 

  • Sync your Katana data with hundreds of e-commerce, shipping, accounting, and reporting platforms
  • Build your own apps into Katana using our developer resources and open API
  • Take advantage of apps that have been built into Katana on our open API
  • Develop your custom workflows with Katana API

 

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Help is there when you need it

Get all the help you need to align your business operations with Katana's workflows – our global customer experience team works around the clock to support you.

Customer Success

Our customer success team’s reputation precedes them. They’re fun, quick to respond, and just a click away.

  • Live chat support
  • Comprehensive Knowledge Base
  • Global customer success team to answer your questions any time of the day

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Onboarding

Katana’s implementation services are the the fastest and most efficient approach to fully leverage Katana’s capabilities.

  • Dedicated Implementation Manager
  • Personalized training on Katana workflows
  • Up to 30 hours of live consultation

Read more about Katana’s onboarding

Learn more about Katana's plans and pricing