WorkClout is a quality inspection platform that uses automation to reduce errors and help your team deliver high-quality products and services.
By integrating Katana with WorkClout, you can connect your purchase orders to QC workflows and keep inspection results synced back to Katana.
What the integration enables
Send POs from Katana to WorkClout
Each purchase order becomes a QC task in WorkClout (using a predefined template).
Update Katana with QC results
After QC is completed, the PO’s Additional notes field in Katana is updated with a reference URL to the WorkClout results.
Example:
QC #1245 – 4 FAILED CHECKS for SKU 123324 – www.workclout.com/qc1234Notes are appended, not overwritten.
Sync PO statuses
In WorkClout, default PO status = NOT_RECEIVED.
When updated in Katana, statuses sync:
PARTIALLY_RECEIVED
RECEIVED
Getting started with WorkClout
Sign-up options
If 5 users or fewer: sign up directly on the WorkClout website to set up a subscription.
If more than 5 users: contact WorkClout or schedule a demo to onboard as an enterprise client.
You can also schedule a demo with WorkClout to explore the platform before setup.
How to connect Katana to WorkClout
Log in to your WorkClout account.
If you don't have an account, you'll first need to book a demo.
From the Home screen, scroll down to the Katana tab.
Click Link Katana and enter your Katana credentials.
That’s it! Within a few minutes, your Katana purchase orders will import to WorkClout as QC tasks. Once QC tasks are completed, the PO’s notes and statuses update back in Katana.
Workflow summary
Create a purchase order in Katana.
PO syncs to WorkClout as a QC task.
Perform QC in WorkClout using your template.
WorkClout updates Katana PO “Additional notes” with a QC reference URL.
PO status (Partially received / Received) is synced between systems.
Additional resources
Contact WorkClout support: [email protected]
Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]