Using the Warehouse App

Access warehouse tasks on a mobile device

Siim Sirel avatar
Written by Siim Sirel
Updated over a week ago

Note: The Warehouse app with the Pick & Pack functionality is currently available for all Standard plan or higher users as an Early Access functionality.

โ€‹This means that we're still working on improving this feature and would appreciate your feedback. Feel free to book a call with our team to share your thoughts about your experience so far using the Warehouse App.

Getting started

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

The Warehouse App displays all the Sales orders (SO) that have been assigned for picking.

The Warehouse App enables a Warehouse operator to search, view, start, quit, and complete any tasks that haven't been started by another warehouse operator. Completing a task is automatically reflected on the Katana site.

Tasks in the app are displayed in the same ranked order as SOs on the Sales screen on the Katana site.

The goal is to have higher priority orders further on top, so Warehouse operators start working on these tasks first. However, the warehouse operator can start any task at any time, regardless of its position.

Location and logging out

An operator can Change location or Log out by clicking on their name and choosing a respective option from the dropdown.

Tasks list

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

Detailed view

If an operator clicks on a Task in the list, a detailed view will open. Operators can see the item SKU and name that needs to be picked, the quantity, from which batch / serial numbers (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 makes it unavailable for other operators to start.

Note: Currently, operators can't mark the quantity picked in the Warehouse app.

Operators can return to the task list by clicking on the Back button.

Operators can Quit this task if they've started the wrong one, there's an issue with the order, or any other reason. This will make the task available again for other operators.

Once all items have been picked and packed, 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 site.

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