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.
Available on: Standard, Professional, and Professional Plus 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.
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