Katana Unlocked: Run Your Operations With Confidence

Katana Unlocked: Run Your Operations With Confidence You're live in Katana — but things might not feel quite right yet. Join us for a live training where we walk through the everyday essentials that keep your inventory accurate, your costing reliable, and your workflows running smoothly. Logan Jones (Senior Solutions Engineer) leads the live demo, covering the most common post-go-live friction points we hear from Katana users every day. What we cover: Why your moving average cost changes and how to fix zero-cost or negative-cost errors What syncs between Katana, Shopify, and QuickBooks Online or Xero — and what doesn't Stock adjustments vs stock takes, and what negative inventory actually means Bulk actions across your sell, make, buy, and stock screens that save hours of manual work Planning, forecasting, and safety stock to avoid running out Where to find help: community apps, Insights reporting, Katana's knowledge base We walk everything through live in Katana and open the floor for Q&A — so bring your specific questions. Whether you went live last month or last year, this session helps you get more confident running Katana every day. Chapters: 00:00 Welcome and intro 03:37 What we cover today 07:18 Costing and COGS — moving average cost explained 11:18 Integrations overview — Shopify, QuickBooks Online, Xero, Amazon FBA 16:18 Inventory accuracy — in-stock, committed, and expected explained 17:28 Stock adjustments vs stock takes 18:39 Negative inventory — what it means and how to fix it 19:16 Bulk actions overview 24:05 Live demo — bulk actions across sell, make, buy, and stock screens 30:12 Bulk update templates in Settings 32:35 Fixing negative inventory and wrong costs (live demo) 36:35 User permissions and location-based access 37:36 Inventory history and auditing by date 38:13 Q&A 39:54 QuickBooks Online integration walkthrough 44:19 Planning and forecasting 51:23 Insights — COGS, profit margins, and sales reporting Resources: Knowledge base: https://support.katanamrp.com #Katana #InventoryManagement #InventorySoftware #SmallBusiness #ERP