Efficiently manage warehouse operations using Katana’s Warehouse App, a mobile-optimized web application for handling order picking and receiving.
Note: The Warehouse App is part of the Warehouse Management add-on, available in Professional and Professional Plus plans. Standard plan users can purchase this functionality.
Logging into the Warehouse App
Before using the app, warehouse operators must:
Be invited via the Katana web platform.
Log in using a unique QR code and 6-digit login code.
Access the app via wh.katanamrp.com/login on any mobile device or laptop.
TIP: Share this article with Operators who want to learn how to use the Warehouse app.
Navigation & task types
Once logged in, operators can manage two key workflows:
Pick & Pack (sales orders - SOs)
Access via Pick & Pack from the homepage.
Tasks are listed by sales order (SO), showing SO number and delivery deadline.
Orders appear in order of priority (same as the Sales screen in Katana).
Task workflow:
Tap on a task to view details: item name, SKU, quantity, batch/serial numbers, and storage bin.
Tap Start task to claim it (others will no longer see it).
Tap an item or scan its barcode to enter picking details.
Choose batch/serial numbers if required.
Adjust quantities with +/− buttons, keyboard, or scans.
Items picked in full = Green; partial = Yellow.
Tap Finish task to complete it and move it to the "Completed" list.
Partial orders:
If an SO was split using "Pack some," multiple partial picking tasks will appear (e.g., SO-1001 (1/2), SO-1001 (2/2)).
Batch notes:
Unassigned batches must be selected by the operator using FIFO logic.
Expired batches cannot be chosen by operators (pre-assignment is needed in this case).
Receive (purchase orders - POs & outsourced POs - OPOs)
Access via Receive from the homepage.
Tasks listed by PO/OPO number, supplier name, and expected arrival date.
Tasks appear based on expected delivery date priority.
Task workflow:
Tap a task to view item details.
Tap Start to begin.
Tap an item or scan the supplier barcode.
Assign or create a batch number if needed.
Adjust received quantities as needed.
Items received in full = Green; partial = Yellow.
Tap Complete (or Partially receive) to finish.
Use completed receiving tasks as a put-away checklist.
Additional task options
Quit task: Releases the task so another operator can work on it.
Back button: Returns to the list without quitting (task remains in progress).
Change location / Log out: Tap your name from the homepage for options.
Summary of key features
Real-time inventory tracking.
Barcode and batch scanning.
FIFO batch selection with expiry control.
Full and partial order handling.
No cost or pricing info shown to operators.
Data synced automatically with the main Katana platform.
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