Katana Cloud Inventory Features

Manage and track all inventory records across warehouses and retail locations through a single unified database.

Maintain a visual on product stock levels throughout your facilities with flexible inventory dashboards.

View the history of individual items and compare the sales performance of new to old stock in order to inform purchasing decisions.

Set low stock thresholds and receive automatic alerts when stock decreases to that level.

Automatically adjust inventory for product bundles, kit orders, and product variations within the system.

Use barcode or radio-frequency identification (RFID) technology with specialized readers or mobile applications to track inventory assets throughout warehouse facilities.

Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.

Integrate shopping carts, eCommerce platforms, POS, and payment gateways with the system to link inventory records between across platforms.

Track inventory costs and costs of goods sold (COGS) with accounting software integrations.

Transfer large volumes of inventory data records into and out of the system with built-in import / export tools.

Calculate demand by consolidating data from multiple sources.

Track resource availability for raw materials and production capacity.

Generate production plans based on demand and resource availability.

Ability to improve production plans using historical data.

Allowa supervisors to convert production plans into production schedules.

Implement production schedules on the shop floor in multiple locations.

Track production schedules to identify issues and adjust accordingly.

Provide customer contact management features or integration with CRM.

Helps salespeople create and manage quotes and sales orders.

Includes service management features or integration with field service management.

Create and maintain product configurations using Bills of materials (BOMs).

Generate work orders based on demand and assign them to employees.

Plan manufacturing activities based on product type, and employee or equipment availability.

Track work in process (WIP) across multiple production lines and manufacturing locations.

Manage work orders for different types of activities such as production, rework, or maintenance.

Determine what raw materials are required for production, based on demand, production capacity, and inventory availability.

Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them.

Create and implement master production plans for multiple production lines and locations.

Assign equipment and monitor shop floor activities during various production stages.

Provide basic features for finance or integration with accounting software.

Manage inventory or components, finished goods, and equipment.

Include functionality to create and manage purchase orders.

Deliver out of the box Chart of accounts that can be used across multiple companies or business units.

Steam lines data entry by auto-populating recurring or predefined vendor values.

Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients.

Auto-populate based on previously entered information, uplaode journal entries and schedule future entries.

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc.

Match payments and invoices and perform bank reconciliation in multiple currencies.

Payments can be processed by batch without manual intervention

Ability to schedule payments at predefined dates and times

Clearing of electronic payments to transfer funds from customers to suppliers

Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers

Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders.

Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit.

Manage and track all inventory records across warehouses and retail locations through a single unified database.

Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.

Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms.

Identify demand based on different types of sales orders and forecasting data.

Software supports purchase orders and provides the visibility needed to streamline the procure to pay process.

Track products and raw materials shipped by suppliers, from origin to destination.

Match the products received with the corresponding purchase orders and add them to inventory.

Define and implement workflows for inspections, including rules for escalations and notifications.

Identify rejected products and decide either they can be repaired or discarded.

Track production waste such as scrap, as well as returns that cannot be repaired.

Monitor product defects, identify causes and provide corrective actions to improve quality.

Define and implement optimal procedures to pick and pack product for shipping.

Plan deliveries based on inventory availability, transportation costs, and order priority.

Track shipments from warehouse to the destination, including drop shipments and multilocation shipping.

Manages customer information including multiple ship-to and bill-to locations.

Available to promise provides information on future availability of products that are either planned for production or purchased but not received.

Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders.

Manage return merchandise authorizations (RMS) approval processes and match with the original invoices.

Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold.

Manage various types of pricing and discounts associated with product categories and customer types.

Payroll module or integration to an external payroll provider which automates the recording of payroll.

Manage personnel availability and allocate human resources to production and inventory operations.

Track the time spent by employees performing various tasks related to production or inventory management.

Allows users to create warehouse-to-warehouse transfers knowing the exact stock levels for both locations when sending and receiving

Allows users to sync inventory across multiple stores, marketplaces, and warehouses

Allows users to connect sales channels to specific warehouses.

Allows users to manage all thier clients on one system

Allows users to connect marketplaces for each client

Allows inventory tracking for specific customer required attributes such as lot, serial, style/color/size

Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders.

Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit.

Manage and track all inventory records across warehouses and retail locations through a single unified database.

Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.

Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms.

Maintain visual on stock levels

Track available inventory and manage flow of goods to/from warehouses

Reserve goods that have been added to cart and update stock levels

Enter and convert orders and quotes

Register received orders in the system

Provide real-time notifications and status updates

Verify shipping preferences

Track orders and their statuses as they move along the supply chain

Manage orders for products that are unavailable due to inventory shortage

Track status of orders from shipment to delivery

Provide customers access to their information in order to answer FAQs

Automatically send emails using certain triggers to notify customer service of issues

Store payment data and customer information

Support and/or integrate with a payment gateway(s)

Automate billing and contracts

Accomidate automatic payments from various payment methods

Generate production schedules based on demand and inventory availability

Create work orders and dispatch them based on availability of personnel and work stations.

Deploy work orders on the shop floor to personnel and equipment.

Track the movement of raw materials and components between the warehouse and the shop floor.

Implement quality control checks to comply with industry standards and regulations.

Monitor work orders execution to identify non conformity with scheduling.

Analyze production operations to identify bottlenecks and opportunities for improvement.

Allow for bidirectional data transfers between the software and industrial equipment.

Manage documents related to production and quality such as engineering drawings.

Gather manufacturing data from multiple sources (software, equipment, and sensors).

Allow for bidirectional data transfers between the software and industrial equipment.

Integrate with other manufacturing solutions such as ERP, quality management and asset management.

Synchronize manufacturing data with IoT networks and devices.

Use machine learning to predict production output or equipment downtime.

Identify deviations from optimal performance and recommend corrective actions in real-time.

Generate intelligent production plans that can adapt to changes in real time.

Ability to break down and plan multi-step processes

Makes informed choices based on available data and objectives

Improves performance based on feedback and experience

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Works across multiple software systems or databases

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives