Katana Software Review: The Ultimate Guide

Do you ever struggle with order fulfillment? Maybe, you experience some mishaps while trying to reach your business goals. The Katana software promises to make it right by use of its crafty dashboard.

In the general run of things, we all need to be worldly-wise precisely when we deal with order management.

You just don't jump in without a clear depiction of the entire business operations. In other words, the chain of all transactions needs to be effortless. But at the same time, I need to be composed and have lots of commitments. I need to spend money to make more. Right guys?

To properly elevate my enterprise, I must use the most appropriate strategy which is competent enough to manage my inventory.

Aside from that, I need to work with a robust software which fends off nearly all potential risks. Any delays with orders could be the worst nightmare. Let's not forget the painful chargebacks and bad reviews which hardly fade off.

Admittedly, every merchant wants it to be a win situation. It's a plus if the integrations are part of the deal. After all, I want flawless compatibility of the software with my e-commerce channel.

This review captures every single thing you must know. It looks at Katana‘s pricing, production planning and its integration plugins with reputable e-commerce platforms like Shopify.

And that's not all.

It looks at its customer support, the pros as well as the constraints. As a further matter, we ought to know its suitability which ultimately depends on a user's needs.

So what makes Katana catch the eyes of most merchants?

Well, let's find out.

 What is Katana Software?

Katana Software

Principally, it's a platform which is built to serve the needs of merchants who intend to scale their businesses. It tirelessly works to make Direct-to-consumer(D2C) manufacturing a painless experience. What sounds inspiring, is how it makes it easier for me to reach my customers in an innovative manner.

Here's an illustration.

Katana has an advanced way to make the logistics part of my business a success. I must say, its distribution model, is quite distinctive. As a retailer, this saves me lots of money. I don't have to deal with middlemen. Actually, Katana grasps the fact that my ultimate goal, is to really make my customers happy.

The best part?

The whole process of manually tracking my raw materials always turns out to be overwhelming. Katana resolves this muddle via its automated dashboard which proves to be user-friendly and trouble-free.

This makes my business soar to new heights, to say the least.

So let's delve deeper.

Katana Software Review: Features

A proficient dashboard

From the look of things, Katana‘s dashboard seems so quick on the uptake. It's so easy to navigate through and interpret its spreadsheets. The demo account has sufficient data which gives me good pointers to help me run my business. It has a sell screen which allows the user to have a better apprehension of all sales orders.

To be precise, it automatically updates me with a status on each delivery, orders, and stock count. The software generates a unique number for all sales orders. It's stunning how easy it gets whenever I want to identify and track all orders. It has a ‘Contacts' section which lets me save my customer's details alongside the total price for each purchase.

How about its manufacturing resource planning(MRP)?

What's more captivating is its capacity to indicate a delivery deadline date. On the other hand, I find the sales status pretty much intelligible.

And here's why.

Its sales item availability shows me if a product is expected, in stock or not available. What a remarkable feature to depend on! Take note, the status automatically updates itself. Fortunately, I don't have to manually do my stock management. Katana's software puts together all products in two ways. Either via Make to Order (MTO) or Make to Stock(MTS) manufacturing orders.

The end result?

Let's use a practical scenario. If I receive a sales order, what follows is the process of manufacturing the product. The system marks the availability status of such a transaction as ‘Expected'. It's that simple.

And what makes the most sense is its production status. It sort of reflects what's going on behind the scenes. For instance, If the manufacturing process is underway, it indicates that the work is in progress. Also, it lets me choose a delivery status to highlight products which are being shipped.

Shopify Integration

Shopify Integration Point


Katana‘s software makes order fulfillment uncomplicated. Furthermore, there's a short video on the help center guide which gives a brief run-through of the entire integration process. Katana syncs in with my Shopify store and gets to handle orders professionally.

And how do I make the configurations?

  1. Go to settings and click the ‘Integration' button
  2. You'll see the Shopify Logo. Click ‘connect'
  3. Katana will need you to enter the name of your Shopify store.
  4. I get to choose the information which I want to connect between the two platforms

Shopify Order Tracking

To begin with, Katana allows me to keep a close watch of all orders via its capacity to import are sales, whether ‘fulfilled' or ‘not fulfilled from Shopify. In fact, I'm able to sync all orders with both ‘Paid' and ‘Pending' payment status. On the Items screen, I get to see all my products. This includes all variants which are similar to those listed on my Shopify store.

But here's the catch.

Katana‘s production management approach is quite distinctive. For instance, it lets me know if a particular raw material is available. From this end, merchants can manufacture their products with absolute certainty that everything is in check. One might be overly curious. How does it sort my manufacturing tasks?

Good question.

In ordinary circumstances, there are pieces of work which take precedence over other manufacturing tasks. And the logic is pretty much straightforward. It could be that the order is urgently needed by a regular customer. Katana's dashboard lets me drag and drop all jobs which need immediate attention to the top.

Besides that, it accurately captures all the completion dates. Any store owner knows that a delayed delivery could ultimately result in negative customer feedback. Opportunely, its production scheduling is always up to the task. It lets me set a flexible material supply timetable. Indeed, this is a tool which mitigates any potential risks linked to delays which ruin all logistics operations.

What's more intriguing, is its production status which auto-updates in real-time.

Shopify Inventory Tracking

Katana imports all the stock levels from my Shopify store and calculates the number of products which are in stock. The software lends a helping hand to a user who wants to work with accurate numbers. Inventory control comes into play in a very elaborate way.

No more assumptions!

All inventory transactions are automated. Lack of sufficient data can be a huge stumbling block for any store owner. We've all had a fair share of downfalls while striving to meet our business objectives. But Katana looks things on the bright side. I'm always cognizant of all the integral activities.

Here's a typical case.

I know the total number of products which are ready for shipment. Also, I get a better appraisal of all raw materials in stock. All the product variants in my Shopify store are well-aligned on Katana's dashboard. This includes all the photos, sizes and product descriptions. Not forgetting all the materials which I need, to come up with a complete product anytime an order is made.

Literary speaking, getting hold of such details is a wonderful experience which totally pays off in the long run. This leads the user to make well-founded decisions on manufacturing and order fulfillment. It's amazing how its reorder entry point builds up a conclusive inventory count. Katana helps the user delegate tasks to all employees and it records exact pricing for all production expenses.

Katana Review: Pricing

It's right to say all packages are reasonably priced.

The most common bundle which goes for $99 a month serves the needs of most mid-level online retailers. To add a user, I only need to part with $29 every month. Surprisingly, there's no limit set on the number of users. Its capacity to handle several warehouses is well backed by its package which allows me to add multiple inventory locations. This really helps me scale my Shopify store. Katana charges $19 per month for each location.

To add my Shopify account, I need to pay $39 per month. Keep in mind, you're able to link more than one e-commerce channel to your Katana account. Quite impressive how the plugins only take minutes to set up.

Customer Support

Katana‘s team is more than happy to help its users. They have a live chat widget which is accessible in case I have any queries. Over and above that, their help and support section has a couple of tutorial videos which demonstrate how to operate its features.

The Frequently Asked Questions (FAQ) guide is something which you might consider putting into use. You can find quick feedback from their social media handles. Katana is so active on Facebook, LinkedIn, Instagram, and Twitter.

There's a blog section with lots of relevant content.

Katana Reviews: Pros

  • Budget-friendly rates
  • A comprehensive dashboard
  • Comes with a manufacturing-oriented approach
  • It integrates with Shopify without any hurdles
  • Importing data from other platforms is effortless

Katana Reviews: Cons

  • It has no mobile app

Wrapping Up

Seems like Katana‘s software breaks new ground in the ecommerce industry. It proves to handle all manufacturing processes, inventory and Shopify integration with lots of precision. Any serious retailer should give Katana a try. After all, it has a free trial version for all its new users. Definitely not the most elite in the market, but it has all the basic features one would want to depend on.

Rating: 4.0 - Review by