Note: The 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 working to improve this feature and appreciate any feedback. Book a call with our team to share your thoughts on using the Warehouse App.
The Warehouse app allows you to send sales order (SO) picking tasks directly to your warehouse team, ensuring efficient order fulfillment. The app will then provide detailed instructions and updates on the picking status, facilitating smooth operations and improving overall warehouse efficiency.
Note: Service items won't appear in the warehouse app's pick-and-pack tasks as they are non-physical items.
Sending tasks to the Warehouse app
If you've enabled the Warehouse app, changing an SO status to Pack all or Pack some will change the fulfillment status of the SO rows to Ready for packing. This will happen whether you change the status one by one on the SO card or from the SO list (individually or in bulk).
If the SO row status is Ready for packing, a task will be created in the Warehouse app for the Warehouse operators.
If you've created multiple fulfilments for one SO using Pack some, these will show as separate tasks for the warehouse operator. The operator will see the SO # with a sequence of the partial fulfillment in brackets.
If you are dealing with batch-trackable items, you can assign the batches yourself or leave it open for the operators to choose. To pre-assign the batches for the operators, just choose the correct batch in the batch assigning dialog in Katana.
If you want to leave it for the operators to choose, leave the batch field empty in the dialog.
The available batches are shown to the operators in the Warehouse app in FIFO (first in, first out) order. The chosen batch can later be seen from the SO card in Katana.
Note: If you're using expiry dates on batches, the operator is not allowed to choose a batch that has exceeded the expiry date. The manager has to pre-assign the batch to be picked from.
Once a warehouse operator Finishes a task, the SO row status will change to Packed and you can see who it was packed by. You can also edit the name of the packing operator by choosing another operator from the dropdown.
If mistakes are found, you can Revert SO rows back to Not delivered and perform changes in Katana. You can also mark an order Delivered in Katana. Either action removes the task from the Warehouse app.
Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]