What coffee roasters say about Katana
Katana's BOM is a tremendous help in our coffee roasting process and production management. Integrations with Shopify and Xero also help us streamline our operations from sales orders to ready-made goods.
Nadia, Head of Supply Chain
Specialty coffee producer, 55+ employees
Powerful features, simple to use
LIVE INVENTORY MANAGEMENT
The inventory optimization and control you need
Keep track of materials and product stock to avoid stock-outs
- Get total inventory control for finished products and raw materials
- Automate inventory transactions and set reorder points to prevent stock-outs
- Track on-hand, committed, and expected stock amounts in real-time
- Manage product variants and materials in one place
- Monitor your inventory across multiple warehouses
- Use barcodes to receive and count stock
- Use stocktakes to find and eliminate discrepancies in your stock levels
REAL-TIME MASTER PLANNING
Production, scheduling, and
resource management in one place
Gain real-time visibility to optimize all your key resources
- Make accurate manufacturing and purchasing decisions with live data
- Ensure optimal inventory levels at all times
- Prioritize production based on raw material availability
- Get task-level control for effective shop floor management
- Automate manufacturing cost calculations based on your bill of materials and operations
TOTAL SHOP FLOOR CONTROL
Floor-level control from scheduling to task prioritization
Use the Katana Shop Floor App to align sales and production
- Send tasks to the app according to product operations for incoming manufacturing orders
- Assign and reassign jobs to operators who can start, pause, and resume tasks to keep you up to date on production
- View manufacturing order task and ingredient list for every task in the app
- Track time spent on tasks to optimize shop floor activities
- View resource consumption with live material tracking
- Add notes to manufacturing orders to be displayed for related tasks
-
Scan barcodes with any smart device to monitor material usage and track batches and products
OMNICHANNEL ORDER MANAGEMENT
Unified B2B and e-commerce sales order management
Sync your sales channels for optimal order fulfillment
- Track the availability of required products for sales orders
- Drag-and-drop order priorities according to material availability and delivery deadlines
- Choose to make to order or fulfill from available product stock
- Identify delivery delay risks and reprioritize to boost efficiency
- Sync sales orders from multiple channels into a single dashboard
-
Select and use multiple currencies to automatically convert sales order values
Cloud accounting
Sync your accounting, sales, and inventory with QBO or Xero
Seamlessly integrate Katana with your accounting software
-
- Create and update invoices based on sales orders in Katana
- Convert purchase orders in Katana to bills in one click
- Automatically keep your inventory balance up to date (QBO)
- Sync all your contact information to ensure consistent and accurate supplier and customer data
END-TO-END TRACEABILITY
Tracing for batches, materials, expiry dates, and more
Keep an eye on your inventory beyond the warehouse
- End-to-end traceability for materials and products with batch tracking
- Track the expiry date of items and stay in control of expiring stock
- Autogenerate batch and internal barcodes
- Quickly locate items across multiple warehouses, giving all teams access to the same live data
- Trace faulty batches, materials, and products from materials to sold goods for effective quality assurance and recalls
PRODUCTION PLANNING
Routing and matrix BOMs for your variable products
Automate the reallocation of materials based on priorities you set
- Drag-and-drop priorities for manufacturing tasks
- Track availability for required materials for efficient sales order fulfillment
- Identify delay risks related to material supply lead times
- Get accurate expected completion dates to keep sales teams informed
- Have a live floor-level production status overview
PURCHASE ORDER MANAGEMENT
Granular purchase order tracking for maximum visibility
Avoid stock-outs and keep your teams and products moving
- Ensure on-time purchasing based on clear material requirements
- Know when to purchase missing raw materials from suppliers
- Update your inventory to reflect when purchase orders were received in parts
- Track delay risks in your supply chain to keep all teams informed
- Select and use multiple currencies to automatically convert purchase order values
CONTRACT MANUFACTURING WORKFLOWS
Get the visibility you need when working with contractors
Katana gives you an overview of material usage and the statuses of your outsourced purchase orders.
- Issue purchase orders for outsourced manufacturing
- Track materials in your partner locations in real time
- Spot and purchase missing materials in contract suppliers’ locations
- Receive items to stock with accurate cost values
ACCURATE COSTING
Real-time reliable costing made easy
Ensure accuracy with costing features built for precision
- Track manufacturing costs based on your bill of materials (BOM) and production operations
- Create multilevel BOMs with subassemblies for accurate costing
- Make precise pricing decisions based on your product margins
CUSTOM WORKFLOWS VIA API
Katana’s open API and no-code solutions
Set up integrations and create workflows to streamline your operations
- Sync your Katana data with hundreds of e-commerce, shipping, accounting, and reporting platforms
- Build your own apps into Katana using our developer resources and open API
- Take advantage of apps that have been built into Katana on our open API
- Develop your custom workflows with Katana API
SALES ORDER INSIGHTS
Detailed insights with visualized sales reports
Analyze and share insights for better collaboration and performance
-
-
Track sales order profit margin performance
-
- Keep an eye on revenue, profit, cost, and average order values
- Identify margin outliers to maximize profitability
- Recognize sales trends and risks to reprioritize items
- Monitor all sales orders data in one dashboard
Integrate Katana's coffee roasting software with the other tools you know and love
Create custom API integrations
Use Katana’s open API to create custom workflows and connect your coffee roasting software to apps beyond our list of integrations. Automate data transfers between the services you use to level up efficiency. Take a look at our API documentation to learn more.
Get set up in under 7 days
It’s that simple. For more guidance visit our Knowledge Base.
Coffee roasting software which puts you in control from green beans to roasted, packed, and shipped
If you’re in the coffee roasting business, quality and consistency are absolutely crucial. However, keeping track of different roast profiles in your product variants, which roasting machines are used for different products, while keeping order fulfillment on time is a challenge — especially when your business is growing.
As a coffee roaster, you also need to know what you have in stock, how soon it needs to go in the roasting machine, what’s committed to orders, and when they need to be shipped. In short, you don’t want to be managing it all in poor software, or even worse, a spreadsheet!
Katana cloud manufacturing software offers support for batch manufacturing, so each bean in a batch can get the same roasting quality, batch tracking, so you can follow the progress of each batch of roast coffee, and product recipe, so you’ll always have control over what’s required for every specialty coffee product you stock and sell.
You can also keep track of your outgoings, with our moving average cost feature, which will help you track your spending on green beans over time.
How Katana can help you maintain quality control over your roasting process, and minimize waste
Consistency in production is crucial to maintaining product quality and customer loyalty, and this is where well-structured product recipes are key in Katana. Your staff will know the make up of every coffee product, and you can maintain the roasting quality of every bean.
You can also use batch tracking and expiry date tracking to know when beans need to be roasted, and when products are nearing their sell by dates. This will help you know when you need to place new orders with your coffee importers so you’re not out of stock.
Ensuring quality control is critical, with the visibility Katana’s coffee roasting software gives you, ensuring quality and consistency in your products is easier than ever. Here are few features that coffee roasters that use Katana benefit from:
- Accurate product recipes — Ensure your shop floor staff know what’s needed for every product, from roast profile to coffee bags
- End-to-end production management — Combine roasting process, order scheduling, and resource management in one intuitive platform
- Smart inventory management — Automate inventory transactions and set reorder points to prevent running out of beans
- Accurate costing — Moving average cost helps you track money spent on coffee beans, coffee bags, and other inventory, so you remain in the black
- Integrations and custom workflows — Sync your inventory data with hundreds of e-commerce, shipping, accounting, and reporting platforms
Roasting software like Katana gives you a visual overview of ingredients and production statuses, helping you stay on top of inventory, sales orders, and production at all stages of your product lifecycle. Try Katana cloud manufacturing software with a free 14-day trial.