Note: This Warehouse app is part of the Warehouse Management add-on, which covers all of your business’s main warehouse management needs. The add-on is included in Professional and Professional Plus plans. Those on a Standard plan can purchase this functionality with the add-on.
We’re constantly working to improve this feature and appreciate any feedback. Feel free to book a call with our team to share your thoughts on using the Warehouse App.
If you have the Warehouse app enabled, changing a sales order (SO) status to Pack all or Pack some will change the fulfilment status of the SO rows to Ready for packing. This happens whether you change the status one-by-one on the SO card or individually (or in bulk) on the SO list.
If the SO row status is Ready for packing, a task is created in the Warehouse app for the Warehouse operators.
If you've created multiple fulfilments for one SO using Pack some, these aren't merged, but instead shown as separate tasks for the warehouse operator. The operator will see the SO # with a sequence of the partial fulfilment in brackets.
Once a warehouse operator has Finished a task, the SO row status changes to Packed.
If any mistakes are found, you can always Revert SO rows back to Not delivered and perform changes on the Katana MRP site. You can also mark an order Delivered on the Katana main site. Either action removes the task from the Warehouse app.