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.
Getting started with Katana
New to Katana? Join us for a live walkthrough designed to help you set up your account and start managing your inventory with confidence.
We’ll do live demos in Katana and leave time for your questions.
Traceability foundations: Batch/lot tracking for compliance
Join us for this live training session where we’ll show you how to use batch tracking in Katana to achieve full traceability across your workflows — from raw materials to finished goods to customer delivery.
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.
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
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
n 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
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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.