StockTrim is an automated demand forecasting and inventory planning app. Its intelligent algorithms analyze your business data to create tailored forecasts and purchasing plans, helping you avoid stockouts and overstocking.
Key StockTrim features
Order Plan: See exactly how much you need to order right now.
Detailed demand analysis: Drill down into demand patterns and order calculations for confidence in predictions.
Manufacturing support: Forecast finished product demand and calculate component or ingredient needs.
Variable lead times: Configure supplier lead times and recalculate forecasts in real time.
Automated purchasing: Create purchase orders (POs) based on StockTrim’s suggestions and send them to suppliers or back to Katana.
Learn more:
How StockTrim works with Katana
Katana provides real-time operational data (manufacturing, inventory, fulfillment), which StockTrim uses for advanced forecasting. Together, they allow smarter purchasing and production planning.
Data synced from Katana to StockTrim:
Sales orders
Products
Recipes / BOMs
Inventory
Purchase orders
Suppliers
Inside StockTrim, you can:
Adjust forecasts.
Set lead times, minimum purchasing quantities, and package sizes.
Analyze demand patterns and safety stock needs.
Data flow back to Katana:
Create POs in StockTrim → Import to Katana once marked as Sent.
Receive items in Katana → Status syncs back to StockTrim.
Note: If you use StockTrim for purchase planning, do not also rely on Katana’s manual safety stock levels for the same purpose.
How to connect StockTrim with Katana
Start a trial
Create a free 14-day trial account in StockTrim or log in
Load data from Katana
In StockTrim, go to Load data and select Katana from the connection list.
Select all data points you want to import.
Important: Load all available data to ensure accurate insights. If you already have StockTrim data, delete it first by using the Refresh option.
Click Load from Katana. You’ll be redirected to the Katana login page.
Log in to authorize the connection.
Configure data sync
After login, StockTrim will pull your Katana data.
You can schedule automatic syncs from StockTrim’s settings.
Use the Order Plan screen
View insights about products and materials.
Use filters to separate manufactured vs. purchased items.
Drill down for demand details.
Analyze and adjust
Click Analysis on an item row to adjust forecasts.
Set lead times (per item or supplier), minimum purchasing quantities, or package sizes.
Create and send purchase orders
Generate draft POs in StockTrim using suggested quantities.
Approve and mark as Sent in StockTrim → the PO imports to Katana.
Export POs in PDF or CSV if needed
Receive orders
Mark POs as Received in Katana.
The updated status syncs back to StockTrim.
Workflow summary
Katana data (sales, inventory, POs, suppliers) syncs to StockTrim.
StockTrim analyzes and forecasts demand.
StockTrim generates PO suggestions.
POs are sent to suppliers and imported back into Katana.
Receiving goods in Katana updates StockTrim.
With this workflow, StockTrim enhances Katana by automating demand forecasting and purchase planning.
Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]