Katana Cloud Inventory Reviews & Product Details

The software is very intuitive, even during our onboarding process when we were still very new to the system, we were able to practice with the system, and it took almost no time at all for our team to get the hang of it. Also, every employee that we have spoken to thus far has been extremely kind and helpful. Review collected by and hosted on G2.com.

Honestly, there isn't much we don't like about Katana, the system is way better than what we we're using before. I would say the only things that are a bit bothersome is that there are some functions that I'm not sure Katana has. All of them are very small functions though, like the ability to add Net 45 days on Invoices for example. Review collected by and hosted on G2.com.

I like how detailed Katana Cloud Inventory is when it comes to product recipes and inventory tracking. It's nice having everything in one place, from materials to packaging to the final product, which has automated our system and helped prevent us from running out of materials during projects. This prevents us from having to stop production unexpectedly and saves us money. After using Katana Cloud Inventory for about a month, our process is much smoother. Review collected by and hosted on G2.com.

There are many things that could be improved. While the production side of Katana is fairly seamless, the sales side has many issues that slow our team down and make it difficult to stay organized. Sorting products is a big problem that we run into with the limited fields Katana provides. In Shopify, we can sort products by type, vendor, category, name, etc., and have a clearer picture of inventory. In Katana, we are limited to sorting by name or SKU, and it's hard to filter out external vendor products or products that we're out of stock for. Additionally, it's hard to create transfers since we're not able to have advanced filters. We have to scroll and scroll through hundreds of products to be able to find and select what we need. Even if we are sorting by SKU, there are other products that show up, creating clutter in the list. Another issue is not having product sync with Shopify until an item is sold. We frequently move product between locations, and this makes our inventory show as out of stock until it's sold. It would be nice to have a more streamlined inventory sync with Shopify, especially since if the inventory doesn't immediately show up, it may appear as out of stock on our online store, keeping customers from purchasing it. Another issue is not being able to bulk edit within Katana. I understand that there are many data export options, but this creates many additional steps to download, edit, and import, all while making sure not to accidentally edit something I didn't mean to. It would be easier and more streamlined to edit within Katana directly and not have many excel sheets to sort through. Overall, user experience could be greatly improved for easier and quicker workflows. Using similar workflows to Shopify would make the integration a lot smoother and reduce the learning curve for our sales teams. Review collected by and hosted on G2.com.

I like the simplicity of using Katana Cloud Inventory. It's very well thought out. The PO system is very nice, and I appreciate that we can use inventory and quotes all in one place, which makes it a lot easier. It keeps everything organized and integrates with QuickBooks so our inventory is managed correctly. The initial setup was extremely easy, albeit time-consuming. Review collected by and hosted on G2.com.

The customer relations portion of the platform. There is no way to send those quotes through Katana making it harder to track. I also do not like that there are so many add ons that are not included and cost significant amounts. For instance, scanning the items and having to pay for the feature. If we need extra material we have to change that in Katana manually, would be nice to pull what we need in real time. I feel like add ons should not cost the same as the entire subscription. Review collected by and hosted on G2.com.

I like that Katana Cloud Inventory syncs between Shopify and our QuickBooks. It's helpful for us because it gives us one place that's the point of truth for our inventory, so we don't have to keep multiple systems updated. Review collected by and hosted on G2.com.

The syncing between QuickBooks doesn't quite work as well as we'd like it to. It would also be great if it could sync between Gusto to better track our labor costs. We do have a pretty manual step where we have to reconcile our payroll with the manufacturing orders that actually came through in that period. Honestly, it was pretty challenging, and I'm glad I have a pretty technical background because there was a lot of uploading spreadsheets and maneuvering the data around to get it how Katana wanted it to be. So it took a few months, but we had an excellent experience with our onboarding adviser. Review collected by and hosted on G2.com.

I like that all info can be automatically transferred from other platforms so I don't have to do a lot of manual entry and that the platform is easy to learn and understand. Review collected by and hosted on G2.com.

I wish it was a little more user friendly in terms of being able to navigate, but mostly the biggest issue I have is when a sales order is packed with inventory from more than one lot/batch number, it doesn't seem to be able to pack that correctly and will get stuck after the first lot is assigned and then get stuck being able to pack all the products. I also wish I could adjust things without having to adjust the inventory period after it's closed. I think an inventory period should be an option and not automatic. Review collected by and hosted on G2.com.

I appreciate that Katana Cloud Inventory helps us organize, plan, forecast, and achieve operational success. The inventory controls are useful, and the forecasting capabilities help us a lot. I really value the purchase orders and the sales order system, which is very good. The language we created with the SKUs also stands out for us. Review collected by and hosted on G2.com.

I think they need to have more visibility to our dealers, like providing better one-touch acknowledgments from the sales order screen. Also, better reporting that would allow for more data in different PDFs and things like that. Review collected by and hosted on G2.com.

The site is extremely user-friendly, and the customer service is excellent. The onboarding process was smooth and thorough. There are also helpful resources available for any questions you might have. We've been needing a system to help more proactively track inventory and stay ahead of orders and are excited to start working with the Katana team. Review collected by and hosted on G2.com.

Really don't have any complaints so far. We will be using ship station so in the future it would be nice to have an integration there. But for now, we'll be using extensiv. Review collected by and hosted on G2.com.

I love how user-friendly the experience is with Katana Cloud Inventory. The onboarding process was visually pleasing and easy to follow. Brendan, our onboarding specialist, did a fantastic job. I also appreciate how detailed the tracking is, from purchase order submission to receiving the product in the warehouse. It helps create a safety stock amount and auto-forecast future needs accurately. The initial setup of Katana Cloud Inventory was painless. Review collected by and hosted on G2.com.

We haven't run across anything to date that we do not like about Katana. Review collected by and hosted on G2.com.

Ease of use for daily inventory control. Native integration with a number of our other software and e-commerce platforms. Fantastic implementation customer support experience with Brendan Chalifour our point of contact. Overall Cost is also much lower than our previous softwares. Review collected by and hosted on G2.com.

Lack of multiple bin locations and clunky stock count processes. We are a franchisor and have annual audits of our entire warehouse and accounting. Review collected by and hosted on G2.com.

I really like the easiness of use that Katana Cloud Inventory offers. It allows us to quickly see what inventory is getting low and prioritize what we are making. The initial setup was also very easy. I give it a 10 out of 10 for recommendation. Review collected by and hosted on G2.com.

It would be nice if a new order came in with products in line for production if it could automatically recognize it and up the number to be made. Also, if it would automatically make sub-assemblies/parts that are needed. Review collected by and hosted on G2.com.