Katana Cloud Inventory Reviews

Customer Service and easy to use at the beginning

It appears to be that the designers and programmers have never worked in a company. *No discounts or price difeerentiation*Lack of point of sales*Very low scanning functionality*Not differentiated user rights*No history of document changes*Buggy

Very simple user-interface
Was able to set it up quickly and efficiently
Continual feature upgrades
Simple integration with Shopify & QuickBooks
Very responsive customer service
Detailed, but not overwhelming

The upload from Excel was clunky and not helpful. It was faster to just enter in the data directly.
There are features I look forward to having but that are not currently available. I know their team will be releasing them in the next year.

Handling of inventory, items, products, ingredients, sales orders - all this is handled in a very efficient, clear and easy to use way. Makes the difference compared to many alternative MRP-/ERP-systems.
Connector to QuickBooks with automatic trigger for invoices in QB once the products are marked as shipped in KATANA.
Connector to Shopify for on-line sale of spare parts.
100% helpful and open minded customer service - very helpful in helping to understand all features and finding the best workflow for specific situations.

There are some functions/features which need improvement, e.g. the customization of documents such as Quotations so every company can generate a set of individual template to serve different areas (machines, spare parts, service,..). 3-5 custom fields for Quotes/Sales Orders/Products would be helpful. Althoug KATANA is intended to be a MRP-system it would be helpful to integrate SERVICE-articles (not only MAKE or BUY articles). This would allow to add a possible service portion to a spare parts quote.
Dedicated Delivery Notes (with partial shipments) would be a great feature.

The simple progression from Items to Buy, Make, and Stock to Sell makes it easy for me to maintain best practices in tracking my inventory. The flexibility in making stock adjustments made transitioning easy from confusions in my previous software into an ongoing accounting of what I have. Likewise, integrating with Shopify and Quicken was seamless.

A more complete inclusion of customer information from Shopify would be useful.

I love the value. We were stuck using excel to manage our inventory for a long time because there were no affordable options until Katana came along. I am able to maintain accurate stock levels much more easily now.

There are a few minor inconveniences that are small time wasters. One example is not being able to shift/ctrl click multiple items and drag them around as a group when reorganizing priority rank of manufacturing orders. Since we have multilevel subassemblies I spend more time dragging around manufacturing orders to organize the order I want them completed in and I could save some time if I could drag items around as a group.

It's great to be able to log in on any computer without having to install software, and it's done an amazing job of keeping our inventory tidy and up-to-date. The Purchase Order generator has also made us look very professional to our suppliers. The integration with Shopify is also a huge plus to us as it prevents us from having to manually transfer Shopify orders and automatically removes all parts from the BOM from our inventory. Highly recommended!

There aren't many, if any things we've come up against yet that Katana didn't support.

This software legitimately changed the way my business runs. It keeps me accountable for the hundreds of supplies I use on a daily basis and keeps me organized in a way that no lists, or other apps, ever have.

I can honestly say nothing, this app works so seamlessly and wonderfully. Maybe the load speeds can be a little laggy, but that's mostly because I have a lot of materials I've input. Definitely not an app downfall or issue at all.

Ease of Use
Easy Implementation
Customer Service
Reorder Options

I wouldn't say this is a con- but we are really excited for the bar code scanning option they plan to roll out in 2021!

That may not sound very exciting, but in my experience, it's not always a given that getting the features to work is straightforward. But Katana really is both powerful and yet pretty straightforward, although just BECAUSE it has a lot of facility, I would recommend the investment of a little time in watching some of the training videos, which are excellent. Once I'd done that, it was full steam ahead and everything fell beautifully into place. The integration with Xero was completely straightforward and works like a charm. I know that as we go forward and get more and more information into the system it will provide even more, very valuable information for us.

I have only a couple of really minor niggles; I would prefer to be able to enter dates, rather than having to always pick them off a calendar (for someone who types fast, this slows me down). I'd also like it if when you are "making" a product, if all the components of that product's sub-assembly are available, the software would just go on down the line and automatically make right down to the lowest assembly level. But as I said, these are really minor and would not stop me from wholeheartedly recommending Katana.

Inventory tracking, maufacturing orders vs sales orders

The only thing I would suggest as a change would be to maybe add wholesale and retail pricing for the same product item.

The ability to streamline production, inventory and invoicing is a huge time saver and really helps with organization. I feel it is a great value for the money that you are spending and it

There is quite a bit of setup to get everything up and running and everything really functions together. This is not Katana's fault and they really have made it easy. Once everything (materials, products, production recipes) are set up, it runs like a charm.

Helps keep track of work stock if used correctly.

Updated regulary. We had an issue where there was not enough decimal places for us to input our formulas, we raised this issue and within a month it was fixed.

Allows me to quickly find out a customers purchasing history and the percentage profit made per product

My only issue is that it is slightly expensive for a small company.