Use Katana's replenishment and order suggestions to optimize inventory levels and streamline purchasing.
Katana’s Replenishment feature (available under the Plan screen) helps you maintain optimal stock levels with automated suggestions based on stock levels, demand, lead times, and supplier rules.
Note: The Replenishment tab only contains items that need restocking
How replenishment suggestions work
Katana uses real-time and historical inventory data to automatically recommend:
What items need restocking
When you should reorder
How much to order
These suggestions are designed to:
Prevent stockouts
Reduce overstocking
Save time on manual planning
What you'll see in the Replenishment tab
Each row represents a product or material that Katana has flagged for replenishment. Here’s a breakdown of the columns:
Column | Description |
Item | The item name and SKU or variant. |
Supplier | The vendor or source for the item. |
Stockout date | Projected date when the item will run out based on demand. |
Missing stock | The quantity you’ll be short if nothing is ordered. |
Suggested order qty | Recommended reorder amount, accounting for Minimum Order Quantity (MOQ) and demand. |
Purchase cost | Estimated cost to fulfill the suggestion from the supplier. |
Suggested order by | Latest date to place an order based on the item’s lead time to avoid a stockout. |
Buy / Make buttons | Quickly create a purchase or manufacturing order directly from the suggestion. |
Behind the scenes: How suggestions are calculated
Stockout date: Based on your current stock levels and open demand (sales + manufacturing orders).
Suggested order qty: Considers your demand forecasts, MOQ, and any open supplier orders.
Order urgency: Items are sorted by how soon you need to reorder, helping you prioritize.
Example:
If a product has a lead time of 7 days and is forecasted to run out on July 21, Katana will suggest placing an order by July 14.
Create replenishment orders instantly
Click the Buy or Make button on any row to generate a:
Purchase order (PO) — for externally sourced items
Manufacturing order (MO) — for internally produced goods
These orders are pre-filled with the suggested quantities and supplier details, making replenishment fast and accurate.
Pro tips
Use lead times and MOQs: Ensure your SKUs have accurate supply data so Katana can generate the best suggestions.
Forecast demand: Combine with Katana’s Forecasting toggle to improve long-term planning.
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