The Warehouse app is designed to help users manage stock and perform various warehouse tasks efficiently. It provides real-time inventory updates and facilitates sales order picking.

Once you've created a Warehouse operator account, an operator can begin accessing warehouse tasks on a mobile device (or laptop) by logging into their dedicated account.

The Warehouse app displays purchase orders (PO) that haven't received items and sales orders (SO) that have been assigned for picking. A warehouse operator can search, view, start, quit, and complete any tasks that haven't already been started by another warehouse operator. Completed tasks are automatically reflected on the main Katana account.

Tasks received inside the app are listed by the PO Expected date. Pick & Pack tasks are in the same ranked order as SOs on the Sales screen of Katana.

Higher priority orders should be found further to the top so that Warehouse operators will work on these tasks first. Of course, a warehouse operator can still start any task at any time, regardless of position.

Operators can Change location or Log out by returning to the homepage, clicking on their name, and choosing the option from the dropdown.

In the app's Tasks to do list, operators can see the main information for each SO, SO number, and delivery deadline.

If the order has been sent partially to picking, the sequence of the partial fulfillment is added in brackets after the SO number.

In the app's Completed tasks list, operators can see all the SOs that have been packed, but not yet marked Delivered. This allows them to review completed tasks to make sure everything is correct.

If an operator clicks on a task in the list, it will open an order. Operators can see the item SKU and name that needs to be picked, the quantity, if it's batch / serial number trackable (if applicable), and the default storage bin for the item.

Items are ordered alphabetically by the default storage bin.

If an operator clicks Start task, it will make the task unavailable for other operators.

If an operator taps on an item or scans the registered barcode or batch barcode of an item in a list, the item's detailed view is opened. Operators need to confirm the batch and serial numbers picked (if applicable) and insert the picked quantity.

In case the batch to pick from is not specified by the manager and has to be chosen by the operator, it's indicated in the list with Batch #: not assigned.

Once operator selects or scans an item and has to assign a batch number. The list of available batches includes only batches that haven't exceeded the expiry date and the dropdown list is ordered by FIFO (first in, first out).

Operator can adjust quantity by tapping on the + and - buttons, insert using the keyboard or increment by scanning the barcode.

Once the quantity is confirmed, the operator is returned to the order view and the picked quantity is shown. If an operator picked in full, the item is shown in green, if they picked partially the item is shown in yellow.

Operators can return to a task list by clicking on the back button. The current task will remain in a In progress status.

Operators can Quit this task if they started an incorrect one, there's an issue with the order, or for any other reason. This makes the task available for other operators.

Once all items have been picked and packed in full, the operator can Finish task and choose a new task from the list. Completed tasks will be moved to the Completed tasks list in the app, and the order will be marked Packed on the Katana website.

In the app's Tasks to do list, operators can see the main information for each PO, PO number, Supplier name and expected arrival date.

From the app's Completed tasks list, operators can see all the POs that have been received in the last 14 days. This lets them review completed tasks to make sure everything is correct as well as use it as a put-away list.

If an operator clicks on a task in the list, it opens the order. Operators can see the item's SKU and name, the quantity, if it's batch trackable (if applicable), and the default storage bin for the item that needs to be received.

Items are ordered alphabetically by their name.

If an operator clicks Start task, the task becomes unavailable for other operators.

If an operator taps on an item or scans the supplier barcode of an item in a list, the item's detailed view opens.

Once an operator selects or scans a batch-trackable item, they have to assign a batch number. The operator can choose an existing batch from a dropdown or create a new one.

Operators can adjust the quantity by tapping on the + and - buttons, adding a number from the keyboard or through multiple barcode scans.

After the quantity is confirmed, the operator is returned to the order view with the received quantity showing. If an operator received in full, the item is shown in green, if they partially received the item, it's shown in yellow.

Operators can return to a task list by clicking on the back button. The current task will keep a In progress status.

If an operator starts an incorrect task, there's an issue with the order, or there's something else, they can Quit the task. This makes the task available again for other operators.

Once all items have been received, an operator can Partially receive or Complete in full and choose a new task from the list. Completed tasks are moved to the Completed tasks list in the app, and the order is marked (Partially) received inside Katana.

Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]