Basics of Locations
Locations in Katana are different locations where you store stock, make products, and/or fulfill customer orders.
Locations are typically used if you have multiple warehouses, use any fulfillment centers, store stock at your own retail outlet or at resellers' shops or warehouses, or produce at multiple locations.
Multiple manufacturing sites feature is also valuable for companies using outsourced manufacturing partners. It enables you to generate independent production schedules for each Location, manage ingredient availabilities at each Location, and transfer stock from one location to another.
Locations are typically located at different geographical spots, although you can create Locations for different parts of the same warehouse if it makes sense for your business or processes.
However, do not confuse Locations in Katana with bin locations, which typically refer to the exact location of a certain item in your warehouse (shelf number and the exact spot on the shelf). Bin locations feature is not yet available in Katana.
What should I know about Locations?
- Adding multiple Locations enables you to track stock quantities at different locations, not only see the total inventory list combining all your locations. For example, you can identify when the stock is getting low at fulfillment centers or resellers' shops, and send more if needed.
- For each Location, you can select whether you Sell, Make, and/or Buy items at that Location. Based on your selection, that specific Location is either displayed or not in the Location selector for Sales Orders, Manufacturing Orders, and Purchase Orders.
- You can define the address for each Location, which will be displayed on a Purchase Order print-out, indicating the "Ship to" address to your suppliers.
- You can transfer stock between Locations with a Stock Transfer in Katana. Read more about Creating a Stock Transfer.
- You can store both products and materials at any location.
- You can assign Sales Orders to different Locations either for single SOs or in bulk (read more). In this case, the Sales Items Availability for items on the order will check the stock availability from the assigned Location, not from all Locations combined. You can define a Default Sales Location, which is the Location that is assigned to all your new Sales Orders by default. Read more.
- You can assign Manufacturing Orders to different Locations. Each Location has an independent production Schedule and Manufacturing Orders. In this case, the Ingredients Availability for the order will check the stock availability from the assigned Location, not from all Locations combined. You can define a Default Manufacturing Location, which is the Location that is assigned to new MOs by default (unless you are creating a Make to Order for a specific Sales Order, see more in the next bullet).
- A Make to Order Manufacturing Order always has the same Location as the underlying Sales Order. The Location for such SO or MO cannot be changed without deleting the MO first, then changing the Location for the SO and creating a new MTO at the other Location.
- You can assign Purchase Orders to different Locations. Each Location has an independent list of Purchase Orders. When a PO is Received, items on the PO will be added to the assigned Location. You can define a Default Purchases Location, which is the Location that is assigned to new POs by default
- Adding Locations to your Katana account is a paid feature. Each additional Location increases the Katana subscription cost according to our pricing structure: Pricing and Plans.
Note: Multiple location feature in Katana is currently in Free Trial and adding additional inventory Locations is available for free.