Note: This 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 constantly working to improve this feature and appreciate any feedback. Feel free to book a call with our team to share your thoughts on using the Warehouse App.
Getting started
Once you've created a Warehouse operator account, a Warehouse operator can begin 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 of Katana.
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 position.
Location and logging out
An operator can Change location or Log out by clicking on their name and choosing an 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 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 ensure everything is correct.
Order view
If an operator clicks on a Task in the list, an order view will open. 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 makes it 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 the quantity.
Once the quantity is confirmed, the operator is returned to the order view and the picked item is shown in green.
Operators can return to the task list by clicking on the Back button. Current task will remain in a In progress status.
Operators can Quit this task if they've started an incorrect one, there's an issue with the order, or any other reason. This will make the task available 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.