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How to share a replenishment plan with your team

Written by David Lorbiecke

After completing a multi-SKU run, you can generate a shareable report link — a read-only page showing the full results table, including urgency levels, recommended quantities, order values, and days of stock remaining for every SKU in the run.

Creating a shareable report

1. Complete a multi-SKU replenishment run.

2. Click the Share button at the top of the results table.

3. A link is generated and copied to your clipboard.

4. Send the link to anyone who needs to review the plan — they don't need a Katana account to view it.

What recipients can see

The shared report shows:

• All SKU rows with their urgency badge, recommended order quantity, order value, and days of stock left

• Supplier information

• The date the analysis was run

The report does not include action buttons — recipients cannot create orders or modify data from the report page.

Report expiry and access

• Report links are valid for 30 days from the date of creation.

• Only the person who ran the analysis can generate or revoke a link.

• To revoke a link before it expires, open the run in AI Replenishment and click Revoke link.

• Report pages are not indexed by search engines.

💡 Tip: Use shareable reports to align with your purchasing manager or supplier before placing orders, without giving them direct access to your Katana account.

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