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.

A collection of customer information such as contact details, demographics, previous interactions, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Track actual spending to ensure it's in line with the planned budget

Process to track, record, and analyze expenses that occurred over the entire duration of a given project

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Track the status over time for a request, process, asset, or transaction

Forecast customer demand using historical insights and simulations

Access previous interactions or concerns to maintain customer relationships

Track and assign specific serial numbers to products

Track the status over time for a request, process, asset, or transaction

Set up connections to third-party platforms to improve business processes

Forecast customer demand using historical insights and simulations

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

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.

Tracking the status of previously identified performance measurements

Manage and control operations that take place on the shop floor or factory floor

Develop potential scenarios to identify risks and opportunities

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.

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

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

Track and facilitate returns of products sold

Manage and track customer orders for goods, investments, or any other purchases

Manage and track orders being shipped to customers

Track products that are for sale at a reduced price or part of coupon promotions

Track collected or paid charges for services performed or access granted

Manage goods purchased or received from third-party suppliers/consignors

Purchasing method in which a consumer places a deposit on an item for later pick-up when they come back and pay the balance

Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus

Software specialized for manufacturers to track work orders, bills of materials, and manufacture orders to help streamline operations

Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels

Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products

Create and manage digital catalog of products/services with their details, specifications, and price

Tracking, organizing, and controlling retail inventory throughout the supply chain and sales process

Purchase and replenish product stock based on inventory levels and needs

Manage and track operations and inventory within warehouses

Create, send, and track purchase orders and their statuses

Print and scan barcode or labels

Manage and control operations that take place on the shop floor or factory floor

Manage all supplier data and operations

Track and manage inventory levels to maintain proper supply

Collect, organize, and track inventory/product data including item numbers, descriptions, etc.

Tool used to determine accurate pricing and product eligibility for borrowers

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

An order generated by a seller to a customer, containing details about products or services

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.

Integration with Internet of Things devices to automate real-time tracking, data collection and other processes

Vendor takes full responsibility for maintaining an agreed inventory of the material on behalf of the buyer

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

Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries

The ability to enter orders from a remote location such as a computer, mobile, or tablet.

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 products that are for sale at a reduced price or part of coupon promotions

Track orders throughout the fulfillment process

Create, send, and track purchase orders and their statuses

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

Access software remotely via mobile devices

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Managing orders that a customer purchases repeatedly and regularly

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

Receive data and information in real time

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.

Automatically create schedules based on business needs or employee availability and qualifications

Schedule predetermined or ad hoc maintenance services and labor requests

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.

Identify and assess hazards to ensure the well-being of employees, assets, and the environment

Material list of manufacturing parts and associated costs

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.

Active monitoring of systems, applications, or networks

Ability to break down and plan multi-step processes

Makes informed choices based on available data and objectives

Material requirements planning software manages the scheduling and inventory control for manufacturers.

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

Set up connections to third-party platforms to improve business processes

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives

Manage and support multiple locations

Scan barcodes to ensure accurate pricing and label tracking

A collection of customer information such as contact details, demographics, previous interactions, etc.

Customize the specifications of a finished product to meet the particular needs of a customer

Import and export data to and from software applications

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Cross-checking financial records with physical inventory counts and records

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Generate quotes or estimates for customers

Access previous interactions or concerns to maintain customer relationships

Create invoices from scratch or have recurring invoices

Manage the process of receiving, preparing, and delivering orders for goods/products

Private online space that lets businesses securely share documents and provide information access to clients

Manage and track orders being shipped to customers

Assign issues and tasks based on availability or required skills

Create, design and manage workflows for repetitive tasks

Manage and track operations and inventory within warehouses

Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Use AI to generate content in the form of text, images, videos, etc.

Create, manage, and send invoices or bills to customers

Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products

Manage order deliveries until they are received by the customers

Receive system updates as soon as any changes are made

Track and facilitate returns of products sold

Process of printing custom labels through various methods.

View and track pertinent metrics to find patterns and gain insights from data

Search and filter data across systems to locate required information by entering keywords or certain criteria

Manage and track customer orders for goods, investments, or any other purchases

Create and manage digital catalog of products/services with their details, specifications, and price

Track and manage inventory levels to maintain proper supply

Set up connections to third-party platforms to improve business processes

Intended to be used by online stores

Manage customer orders that cannot be filled immediately due to out-of-stock items

Manage all supplier data and operations

Software's ability to perform similar action on multiple similar files simultaneously

Set up routing rules that connect sales channels with warehouses to minimize order processing time

Assess and optimize pricing markdowns, special offers, or other promos

Application programming interface that allows for integration with other systems/databases

Manage and handle various international currencies

Generate or print labels that contain shipping information for packages

Store and organize information about customers and previous interactions

Send / receive, process, and execute orders

Enable the process of exchanging one item for another

Add customized logos and colors to align with company branding

Manage special order requested by a customer

Form predictions based on past and present data/trends

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Track and monitor efficient handling of all changes/transitions

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

Process to track, record, and analyze expenses that occurred over the entire duration of a given project

Ensure that quality requirements and standards are met across production processes

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Manage the planning and execution of supply chain activities

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

Generate quotes or estimates for customers

Manage and handle various international currencies

Track the production of materials and items over certain periods or seasons

Manage the end-to-end production process for manufacturing operations

Track the status over time for a request, process, asset, or transaction

Application programming interface that allows for integration with other systems/databases

Use AI to generate content in the form of text, images, videos, etc.

Track and visualize the status of an ongoing job and the time spent on tasks or projects

Import and export data to and from software applications

An order generated by a seller to a customer, containing details about products or services

Track and document the history, application, or location of an item or activity

Create, manage, and send invoices or bills to customers

Monitor service demand and performance to plan for adequate resources that meet business needs

Receive data and information in real time

Create, design and manage workflows for repetitive tasks

Estimate or forecast of a future scenario based on the study of present trends

Analyze and calculate business costs

Manage, organize, and store contact information

Manage and track orders being shipped to customers

Integrate with a third-party accounting system

Calculate total itemized costs, including initial costs and any changes

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

A collection of customer information such as contact details, demographics, previous interactions, etc.

Forecast customer demand using historical insights and simulations

Material list of manufacturing parts and associated costs

Manage and track customer orders for goods, investments, or any other purchases

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Manage all supplier data and operations

Estimate expected cost based on various factors before a project begins

Track and manage inventory levels to maintain proper supply

Forecast the cost and resources required to complete a project

Track and assign specific serial numbers to products

Form predictions based on past and present data/trends

Manage and track operations and inventory within warehouses

Manage, maintain and track the performance of assets and equipment

Manage and control operations that take place on the shop floor or factory floor

Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.

View and track pertinent metrics to find patterns and gain insights from data

Create, manage and track all task activities and progression

Store, manage, and track all electronic documents in a centralized location

Designed for small businesses

Plan and coordinate all the resources, costs and time needed to execute assignments

Manufacturing execution systems focus on quality control in the production process.

Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle

Identify and assess hazards to ensure the well-being of employees, assets, and the environment

Integrate with existing ERP systems

Import and export data to and from software applications

Print paychecks issued to confirm payment of wages or salary

Track factors that affect pricing and adjust prices accordingly to increase sales

Includes functionalities for creating custom eCommerce websites

Customize data fields to support various needs and use cases

Organize and group data or items based on various criteria

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Maintain and control the stock level of inventory

Checkout of online store

Alter the layout and content of reports

Reports specific to sales analysis for trends and strategies

Accept and process credit card transactions

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Manage and support multiple locations

Access the system via a mobile application

Use AI to generate content in the form of text, images, videos, etc.

Data is backed up automatically to prevent data loss

Process of printing custom labels through various methods.

Accept and process customer payments for products or services using hardware and software

Manage and handle various international currencies

Online portal through which end users can access the system, manage tasks, or obtain information

Send / receive, process, and execute orders

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Internal and external product tracking codes

Create, manage, and send invoices or bills to customers

Track the status of assets and whether they're checked in or out

Scan barcodes to ensure accurate pricing and label tracking

View and track pertinent metrics to find patterns and gain insights from data

Search and filter data across systems to locate required information by entering keywords or certain criteria

Provides a channel for team members to share media files, communicate, and work together

Create backups and provide methods to recover deleted/lost data

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Ability to link barcodes or serial numbers with specific items for identification

Group and package individual but related items as one package set

Access software remotely via mobile devices

Predict future data based on historical data sets

Monitor product stock levels

Cross-checking financial records with physical inventory counts and records

Application programming interface that allows for integration with other systems/databases

Access to a library of manufacturing parts, models, and specs

Automate order processes to improve operational efficiency in fulfillment, shipping, and more

Track stock count levels to manage product reordering

Create custom predefined rules for prices for products and services

Material list of manufacturing parts and associated costs

Visually identify, define, and map all details and relationships surrounding business process models and elements

Measure and track time including hours worked and paid time off (PTO)

Creating, assign, and track jobs and/or tasks for work orders

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Create, manage and track all task activities and progression

Monitor and manage manufacturing and production processes.

Assemble applications and processes by dragging over and arranging pre-built components

A way to visually represent data where different categories of items are marked with different colors

Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.

License bundling

Use AI to generate content in the form of text, images, videos, etc.

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

Forecast customer demand using historical insights and simulations

Create appealing visualizations to illustrate and coordinate project benchmarks and dependencies

Material requirements planning software manages the scheduling and inventory control for manufacturers.

Plan and schedule the use of production resources

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Manage and support multiple locations

Track the availability of raw materials in the production lifecycle

Determine and plan production capacity based on changing demands

Track and document the history, application, or location of an item or activity

Manage and track customer orders for goods, investments, or any other purchases

Integrate with existing ERP systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Track and manage inventory levels to maintain proper supply

Provides a channel for team members to share media files, communicate, and work together

Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements

View and track pertinent metrics to find patterns and gain insights from data

Access software remotely via mobile devices

Generate quotes or estimates for customers

Create, manage, and send invoices or bills to customers

Track and monitor efficient handling of all changes/transitions

Plan availability and assign specific time slots for tasks and resources

Track the status over time for a request, process, asset, or transaction

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Application programming interface that allows for integration with other systems/databases

Receive data and information in real time

Store, manage, and track all electronic documents in a centralized location

Manage the process of evaluating documents or requests submitted for approval

Arrange tasks based on the level of priority or urgency

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Form predictions based on past and present data/trends

Provides varying estimates based on different scenarios

Set up connections to third-party platforms to improve business processes

Graphical representation of data

Manage all supplier data and operations

Manage the end-to-end production process for manufacturing operations

Track and manage adherence to policies for any service, product, process, or supplier

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Manage and control operations that take place on the shop floor or factory floor

Generate quotes or estimates for customers

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

Assign available resources to various projects and tasks

Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.

Accounting functionality within the system, not requiring integration with third-party tools

Manage all supplier data and operations

Create, send, and track purchase orders and their statuses

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Create, design and manage workflows for repetitive tasks

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Store, manage, and track all electronic documents in a centralized location

Import product information from third party sites or create your own, adjust descriptions and make other changes as required

Plan and coordinate all the resources, costs and time needed to execute assignments

Graphical representation of data

Manage the planning and execution of supply chain activities

Manage and track orders being shipped to customers

Create, manage and track all task activities and progression

Manage and support multiple locations

Use AI to generate content in the form of text, images, videos, etc.

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Manage and track customer orders for goods, investments, or any other purchases

Process of gathering, measuring, and analyzing accurate data

Track and manage adherence to policies for any service, product, process, or supplier

Search and filter data across systems to locate required information by entering keywords or certain criteria

Import and export data to and from software applications

Scan barcodes to ensure accurate pricing and label tracking

Process to track, record, and analyze expenses that occurred over the entire duration of a given project

Form predictions based on past and present data/trends

Estimate expected cost based on various factors before a project begins

Application programming interface that allows for integration with other systems/databases

Track and manage inventory levels to maintain proper supply

Manage the end-to-end production process for manufacturing operations

Manage and track operations and inventory within warehouses