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How to use the Warehouse app

Use the Warehouse app for stock management and task execution to streamline warehouse operations.

Michael De Giovanni avatar
Written by Michael De Giovanni
Updated this week

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:

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)

Tasks to do list inside the warehouse app
  • 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:

  1. Tap on a task to view details: item name, SKU, quantity, batch/serial numbers, and storage bin.

    Detailed view of a task inside the warehouse app
  2. Tap Start task to claim it (others will no longer see it).

  3. Tap an item or scan its barcode to enter picking details.

  4. Choose batch/serial numbers if required.

    Batch selection within the warehouse app for pick and pack

  5. Adjust quantities with +/− buttons, keyboard, or scans.

    Confirming the quantity of an item in the warehouse app

  6. Items picked in full = Green; partial = Yellow.

    Partially and fully picked tasks

  7. Tap Finish task to complete it and move it to the "Completed" list.

    Quiz this task / finish task options in the warehouse app

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)).

    Tasks to do list inside the warehouse app with some that are partial fulfillment

Batch notes:

  • Unassigned batches must be selected by the operator using FIFO logic.

    Unassigned batches within the warehouse app
  • 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 to do list for received tasks
  • Tasks listed by PO/OPO number, supplier name, and expected arrival date.

  • Tasks appear based on expected delivery date priority.

Task workflow:

  1. Tap a task to view item details.

    Show alphabetical listing of item names

  2. Tap Start to begin.

  3. Tap an item or scan the supplier barcode.

    Detailed view of an item

  4. Assign or create a batch number if needed.

    Batch selection in the warehouse app for receiving

  5. Adjust received quantities as needed.

    Changing the quantity of an item

  6. Items received in full = Green; partial = Yellow.

    A partially received order

  7. Tap Complete (or Partially receive) to finish.

Use completed receiving tasks as a put-away checklist.

Completed received tasks

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).

    Back button in the warehouse app
  • Change location / Log out: Tap your name from the homepage for options.

    Dropdown in the warehouse app for changing location and logging out

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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