Optimize your inventory management and production planning with Katana’s Planning and Forecasting add-on. It helps you anticipate demand, streamline production schedules, and maintain optimal stock levels with real-time insights.
Note: The Planning and Forecasting add-on can be added to the Standard plan, and is automatically included in all other plans.
Accessing the Add-on
To get started:
Navigate to the Plan screen via the top menu.
You’ll find two tabs:
Planning
Replenishment
These work together to help you manage inventory needs and restocking activities efficiently.
Planning: Anticipate inventory needs
Sales orders
Purchase orders
Manufacturing orders
Outsourced purchase orders
This gives you a projected view of stock availability, helping you avoid shortages and overstocking.
Replenishment: Automate your restocking
The Replenishment tab generates automated order suggestions based on:
Current stock
Projected demand
Supply settings like:
Lead time
You'll see:
Suggested order qty – based on MOQ or forecasted demand
Suggested order by – based on item lead time
Supply details: Fine-tune planning per item
You can configure item-specific supply details:
Open an item card.
Click on the Supply details tab.
Here, you can:
Define MOQs
Set lead times
Influence planning and replenishment suggestions
Summary
Katana's Planning and Forecasting add-on helps you:
Plan production based on real-time data
Forecast inventory requirements accurately
Automate replenishment suggestions with supplier constraints in mind
With this add-on, you can stay ahead of demand and reduce manual work across your supply chain.
Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]