The Warehouse app is designed to help users manage stock and perform various warehouse tasks efficiently. It provides real-time inventory updates and facilitates sales order picking.
Getting started
If you haven't yet, you'll first want to log into your dedicated account.
The Warehouse app displays purchase orders (PO) and outsourced purchase orders (OPOs) that haven't received items, and sales orders (SO) that have been assigned for picking.
You can search, view, start, quit, and complete any tasks that haven't already been started by another warehouse operator.
Tasks received inside the app are listed by the PO/OPO Expected date. Pick & Pack tasks are in the same ranked order as SOs on the Sales screen of Katana.
Higher priority orders should be found further to the top, so it's usually best to work on these tasks first.
Choosing a different location and logging out
You can change location or log out by returning to the homepage, clicking your name, and choosing an option from the dropdown.
Pick & Pack
By selecting Pick & Pack from the app's home screen, you'll find a Tasks to do list, where you'll see the main information about tasks — each SO, SO number, and delivery deadline.
If an order is to be partially picked, the sequence of the partial fulfillment is added in brackets after the SO number.
In the app's Completed tasks list, you'll see all the SOs that have been packed, but not yet marked Delivered. This allows you to review completed tasks and make sure everything is correct.
Order view
Clicking on a task in the list opens an order. You'll see the item SKU and name that needs to be picked, the quantity, if it's batch / serial number trackable (if applicable), and the default storage bin for the item.
Items are ordered alphabetically by the default storage bin.
Once you click Start task, the task becomes unavailable for other operators.
If you tap on an item or scan the registered barcode or batch barcode of an item in a list, the item's detailed view is opened. You'll need to confirm the batch and serial numbers picked (if applicable) and insert the picked quantity.
If the batch to pick from has not been specified, you'll need to choose one (indicated in the list with Batch #: not assigned).
Once you select or scan an item, you'll need to assign a batch number. The list of available batches only includes batches that haven't exceeded the expiry date. The dropdown list is ordered by FIFO (first in, first out).
You can adjust the quantity by tapping on the '+' and '-' buttons, using the keyboard, or by scanning the barcode.
Once the quantity is confirmed, you'll be returned to the order view, and the picked quantity is shown. If you picked in full, the item is shown in green and if you picked partially the item is shown in yellow.
Return to a task list by clicking on the back button. The current task will remain in an In progress status.
If you've chosen an incorrect task, you can choose to Quit this task. This makes the task available to other operators.
Once all items have been picked and packed in full, you can Finish task and choose a new one from the list. Completed tasks are moved to the Completed tasks list in the app.
Receive
By choosing Receive from the app's home screen, you'll see the Tasks to do list for receiving. From here you can see the main information for each task — PO, PO number, Supplier name, and expected arrival date.
From the app's Completed tasks list, you'll see all the POs (or OPOs) that have been received in the last 14 days. This lets you review completed tasks to make sure everything is correct as well as use it as a put-away list.
Order view
If you click on a task in the list, it opens an order. You'll see the item's SKU and name, the quantity, if it's batch trackable, and the default storage bin for the item that needs to be received.
Items are ordered alphabetically by their name.
Once you click Start task, it becomes unavailable for other operators.
If you tap on an item or scan the supplier barcode of an item in a list, the item's detailed view opens.
Once you select or scan a batch-trackable item, you have to assign a batch number. You can choose an existing batch from a dropdown or create a new one.
Adjust the quantity by tapping on the '+' and '-' buttons, adding a number from the keyboard, or by multiple barcode scans.
After the quantity is confirmed, you'll be returned to the order view with the received quantity showing. If received in full, the item is shown in green, if partially, it's shown in yellow.
Return to a task list by clicking on the back button. The current task will hold an In progress status.
If you've chosen the wrong task, you can Quit the task. This makes it available again for other operators.
Once all items have been received, you can Partially receive or Complete in full and choose a new task from the list. Completed tasks are moved to the Completed tasks list in the app.
Tip: Once items have been received, you can use a completed task as a put-away list for the goods.
Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]