Learn how to set up and use the Warehouse Management add-on to improve inventory accuracy, streamline picking and receiving, and give your warehouse team mobile tools they’ll actually use.
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What you'll learn
How to enable and configure the Warehouse app, and add operators for mobile packing and receiving.
How to create, organize, and assign bin (storage) locations to improve item findability.
How barcode scanning works for accurate packing, and PO receiving.
How to build an efficient warehouse workflow using packing, receiving, and task controls.
Key features overview
See the full overview of the add-on: Warehouse Management add-on | Katana
Warehouse app: Operators can log in from mobile devices to complete picking and receiving tasks in real time — no paper needed.
Bin locations: Organize your warehouse by assigning products to default bins. Operators are shown exact pick and put-away locations.
Barcode scanning: Use phone cameras or scanners to verify SKUs during receiving and picking. Enable and import barcodes first in settings.
Operator role: Assign warehouse operators with limited access. Print QR codes to simplify logins at packing or receiving stations.
Packing sales orders and receiving goods task control: Assign packing tasks to operators, and confirm deliveries with real-time status updates.
Key tips
Start with a few high-volume SKUs to train your team and test packing, receiving, and scanning workflows.
Use import templates to assign barcode data (make sure to enable these first), and default bin locations at scale.
Mark SOs as “Ready for packing” to control which packing tasks appear in the app for operators. All open POs auto-appear for receiving.
Train teams to scan and verify items and bins during pick and receive tasks to reduce mispicks and boost accuracy.
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