About the App

Katana covers the live inventory, production, accounting, and reporting features that give businesses the knowledge they need to make the right decisions.

  • Real-time inventory insights — End-to-end inventory insights that put an end to stockouts and overstock

  • Built-in purchase order management — Issue purchase orders based on precise material requirements and reorder points

  • Omnichannel sales management — Centralize and monitor data from every sales channel in one place

  • Manufacturing operations management — Manage production planning, resource allocation, and scheduling

  • Financial visibility and cloud accounting — Send key financial data to accounting software like QuickBooks Online and Xero

Using with BigCommerce

  • The Katana to BigCommerce integration makes it easy to manage the fulfillment of BigCommerce orders and keep the inventory and related production in control.

  • Connecting BigCommerce to Katana takes just a few minutes but can save you hours or even days of manual work every week.

  • You can get going with Katana easily, as your products, customers, and Sales Orders will be synced from BigCommerce to Katana in minutes.

Always here to help

As easy as Katana is to set up on your own, you'll always have help from our friendly onboarding and support teams.Talk to us anytime with live chat support.

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Pricing

Free Trial:

14 days

Upfront Fee:

$0

Recurring Fee:

$179/mo.

Information

Last Updated:

July 18, 2024

This app may not be fully compatible with multi-storefront. Please get in touch with the technical partner for further details.

Documentation:

Installation GuideUser Guide
Contact Partner

Pricing

Free Trial:

14 days

Upfront Fee:

$0

Recurring Fee:

$179/mo.

Information

Last Updated:

July 18, 2024

This app may not be fully compatible with multi-storefront. Please get in touch with the technical partner for further details.

Documentation:

Installation GuideUser Guide
Contact Partner

App Features

Real-time inventory insights

  • Get real-time inventory data to make informed decisions and prevent stockouts

  • Know where your products are, when they are arriving, and how much for each location, as well as see a joint stock view across all warehouses

  • Move your stock across your warehouses with stock transfers

  • Track purchase and sales orders, committed and arriving products to ensure timely order fulfilment

  • Set up reorder points for products and materials to avoid stock-outs

  • Use a barcode scanner to identify your items to speed up inventory operations such as stocktaking and receiving

  • Use stock adjustments to identify discrepancies, update inventory records, and maintain accurate stock information

  • Track batches and expiry dates

  • Use serial numbers to identify individual products for warranty claims, maintenance, and customer support

Built-in purchase order management

  • Ensure on-time purchasing based on clear material requirements to align purchasing with actual material needs, reducing excess inventory and stockouts

  • 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

  • Set up reorder points to ensure timely purchasing and avoid stock-outs

  • Speed up the receiving of items by using barcode scanning

  • Issue purchase orders for fully outsourced manufacturing and track materials in partner locations

Omnichannel sales management

  • 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

  • Choose to make to order or fulfill from available product stock

  • Select and use multiple currencies to automatically convert sales order values

  • Partially fulfill sales orders, ensuring that customers receive some products when complete order fulfillment is not available

  • Add shipment tracking information

  • Track your sales performance

  • Monitor revenue, profit, and costs

Manufacturing operations management

  • 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

  • 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

Financial visibility and cloud accounting

  • Integrations with QuickBooks Online and Xero to ensure seamless data transfer between both platforms, reducing the need for manual data entry and minimizing errors.

  • 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)

  • Calculate manufacturing costs based on product recipes and operations

  • 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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