StockTrim integration

An automated demand forecasting and inventory planning software app

Anneli Tuisk avatar
Written by Anneli Tuisk
Updated over a week ago

StockTrim's intelligent forecasting algorithm reads and analyzes your data to develop tailored demand forecasts and order plans specific to your business.

StockTrim features include:

  • Intuitive Order Plan - Easily see how much you need to order right now so that you don’t get caught short, or accidentally order too much

  • Detailed Demand Analysis — Drill down to see the underlying demand patterns and order quantity calculations so you can be confident in predictions and ordering the right amount

  • Manufacturing Features — See the forecasted demand for your finished product and translate that into the required orders for each component or ingredient

  • Variable Lead Times — Configure your supplier lead time and recalculate the forecasts in real-time to ensure you have enough to cover the time between placing orders and receiving your products

  • Automated Purchasing — Automatically create purchase orders, based on StockTrim's intelligent suggestions, and then either send them to your supplier or send them back to Katana as part of a seamless workflow.

Want to learn more about StockTrim?

StockTrim and Katana

Katana provides you with accurate real-time data, so you can always see what can be manufactured, the current statuses of the operations, what can be fulfilled, and more.

You can manually set Reorder points for your products and materials in Katana, and by integrating with StockTrim, you can take inventory forecasting to the next level.

Here is how StockTrim works with Katana:

  1. Katana syncs data about your sales orders, products, recipes/BOMs, inventory, purchase orders, and suppliers with StockTrim.

  2. In StockTrim, you can adjust forecasts and set lead times, minimum purchasing quantities, package sizes, and much more.

  3. Based on the above, StockTrim's algorithm calculates the insights you need, using a forecasting model of your choice. For every item in your inventory, StockTrim will calculate the average daily demand, how many days of stock you have left, and the optimal reorder point and quantity.

  4. You can use these suggestions to create purchase orders in StockTrim and send them to Katana and your suppliers.

  5. Once items are received, Katana will send the status update back to StockTrim.

How to get started with StockTrim

You can connect StockTrim to your Katana account in just a few simple steps:

  1. Create a 14-day free trial in StockTrim by clicking here.

  2. Go to the Load data tab, and choose Katana from the list of connections. Select all the data points you want to load from Katana to StockTrim.

    NOTE: Select and load all data from the list. If data isn't loaded, your insights will be inaccurate. If you have existing data in StockTrim, you can delete it before reloading data by selecting Refresh ...

  3. Click Load from Katana, and you will be redirected to the Katana login page.

  4. Enter your Katana login data.

  5. Once your login is confirmed, StockTrim will load your data from Katana. You can configure when to load the data based on a schedule from settings.

  6. Use the Order Plan screen to receive insights about your items. You can use filters to split products and materials into separate views, drill down into items that are manufactured or bought, and more.

  7. Click the Analysis button on a particular row to see additional details and adjust forecasts, set lead times, minimum purchasing quantities, or package size.

    NOTE: StockTrim supports lead times on both item and supplier levels. Read more about it here.

  8. After verifying that the forecasts look correct, use the suggestions to create draft purchase orders in StockTrim based on the suggested quantities by clicking Create purchase orders.

  9. Once the purchase order is approved in StockTrim, you send it. If you mark an order as Sent in StockTrim, it will import to Katana. You can also export the order PDF or CSV format.

  10. Once you receive Purchase order items, mark the PO as Received in Katana and the status will sync back to StockTrim.

    NOTE: If you use StockTrim for material needs calculations for planning out your purchases, you should no longer follow Katana's reorder points for the same purpose.

That's it! You are ready to optimize your inventory with StockTrim.

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