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Description

Part of the Enhanced Planning Pack, the Enhanced Planning Worksheet app is one of several powerful tools to streamline your material resource planning (MRP) in Dynamics 365 Business Central, driving smarter, faster decisions across inventory and production. • Improved Inventory Accuracy: Helps maintain optimal inventory levels by allowing precise control over purchase and transfer orders based on real-time data. • Enhanced Supplier Relationships: Facilitates better communication and coordination with vendors through detailed insights and centralized information management. • Reduced Manual Workloads: Automates routine planning tasks, reducing the need for manual entry and minimizing human error. • Centralized Control: Consolidates multiple planning functions into a single platform, enhancing control and visibility across all inventory management processes. • Operational Flexibility: Adapts to various business needs with customizable settings, making it suitable for diverse operational strategies. • Efficient Resource Allocation: Enables better utilization of storage space and resources by coordinating inventory across multiple locations.

Description

Katana Cloud Inventory platform gives you a live look at your business, including live inventory and manufacturing management, batch tracking for end-to-end traceability, a Shop Floor App for total floor-level control, open API, and a growing channel partner network. Real-time inventory insights Access real-time inventory data for informed decisions, proactively preventing stockouts and overstock. Gain complete visibility into product locations, arrivals, and quantities, ensuring efficient operations and precise stock control. Built-in purchase order management Make informed purchasing decisions based on precise material requirements and reorder points. Issue purchase orders directly from Katana and track delay risks to meet customer demand.
 Manufacturing operations management Define your bill of materials and operations to optimize production scheduling, maintain optimal levels of raw materials and finished goods, and accurately track manufacturing costs for streamlined production. Omnichannel sales management Centralize all your B2B and B2C sales orders to quickly identify available items for sale and significantly optimize your order fulfillment process, leading to improved operational efficiency.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

2Ship No 
Alumio No 
BigCommerce No 
Built2Buy No 
Etsy No 
HubSpot CRM No 
HubSpot Customer Platform No 
Magento No 
Make No 
Microsoft Dynamics 365 Business Central Yes 
Outvio No 
Pipedrive No 
PrestaShop No 
Prospect CRM No 
QuickBooks Commerce No 
QuickBooks Online Advanced No 
StockTrim No 
SyncHub No 
Wix No 
Xero No 

Integrations

2Ship Yes 
Alumio Yes 
BigCommerce Yes 
Built2Buy Yes 
Etsy Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Magento Yes 
Make Yes 
Microsoft Dynamics 365 Business Central No 
Outvio Yes 
Pipedrive Yes 
PrestaShop Yes 
Prospect CRM Yes 
QuickBooks Commerce Yes 
QuickBooks Online Advanced Yes 
StockTrim Yes 
SyncHub Yes 
Wix Yes 
Xero Yes 

Pricing Details

Visit the Enhanced Planning Worksheet
page to learn more
Free Trial Yes 
Free Version No 

Pricing Details

$179/month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Insight Works

Founded

2008

Country

Canada

Website

dmsiworks.com

Vendor Details

Company Name

Katana Cloud Inventory

Founded

2017

Country

Estonia

Website

katanamrp.com/

Product Features

Inventory Management

Alerts/Notifications Yes 
Barcoding / RFID No 
Forecasting Yes 
Inventory Optimization Yes 
Kitting No 
Manufacturing Inventory Management Yes 
Mobile Access No 
Multi-Channel Management Yes 
Product Identification Yes 
Reorder Management Yes 
Reporting/Analytics Yes 
Retail Inventory Management Yes 
Supplier Management Yes 
Warehouse Management Yes 

Product Features

APS

Automated Scheduling No 
Capacity Planning Yes 
Change Management Yes 
Constraint Management Yes 
Demand Planning Yes 
KPIs Yes 
MRP Yes 
Order Management Yes 
Production Scheduling Yes 
Quality Management Yes 
What-if Analysis Yes 

ERP

Accounting Integration Yes 
Accounting Management No 
CRM Yes 
Dashboard Yes 
Distribution Management Yes 
Enterprise Asset Management Yes 
Financial Management No 
HR Management No 
Inventory Management Yes 
Order Management Yes 
Project Management Yes 
Purchase Order Management Yes 
Purchasing Yes 
Reporting/Analytics Yes 
Sales Management Yes 
Supply Chain Management Yes 
Warehouse Management Yes 

Inventory Control

Allocation Yes 
Barcoding Yes 
Cost Tracking Yes 
Forecasting Yes 
Item Management Yes 
Order Management Yes 
Procurement Management Yes 
Reorder Management Yes 
SKU / UPC Codes Yes 
Serial Number Tracking Yes 
Supplier Management Yes 

Inventory Management

Alerts/Notifications Yes 
Barcoding / RFID Yes 
Forecasting Yes 
Inventory Optimization Yes 
Kitting Yes 
Manufacturing Inventory Management Yes 
Mobile Access Yes 
Multi-Channel Management Yes 
Product Identification Yes 
Reorder Management Yes 
Reporting/Analytics Yes 
Retail Inventory Management Yes 
Supplier Management Yes 
Warehouse Management Yes 

Job Shop

Billing & Invoicing Yes 
Capacity Management Yes 
Job Costing Yes 
Job Tracking Yes 
Order Management Yes 
Purchasing Yes 
Quality Control Yes 
Quotes / Estimates Yes 
Scheduling Yes 
Shipping Management Yes 
Traceability Yes 
Work Order Management Yes 

Manufacturing

Accounting Integration Yes 
ERP Yes 
MES Yes 
MRP Yes 
Maintenance Management Yes 
Purchase Order Management Yes 
Quality Management Yes 
Quotes/Estimates Yes 
Reporting/Analytics Yes 
Safety Management Yes 
Shipping Management Yes 

Manufacturing Execution

Document Management Yes 
Forecasting Yes 
Quality Control Yes 
Quote Management Yes 
Resource Management Yes 
Supplier Management Yes 
Supply Chain Management Yes 
Traceability Yes 

MRP

Bills of Material Yes 
Compliance Management Yes 
Document Management Yes 
Forecasting Yes 
Formula Management Yes 
Inventory Management Yes 
Order Management Yes 
Process Manufacturing Yes 
Product Configurator Yes 
Production Scheduling Yes 
Quality Control Yes 
Quality Management Yes 
Quote Management Yes 
Reporting/Analytics Yes 
Resource Management Yes 
Safety Management Yes 
Supplier Management Yes 
Supply Chain Management Yes 

Order Management

Back Order Management Yes 
Catalog Management Yes 
Inventory Management Yes 
Order Entry Yes 
Order Fulfillment Yes 
Order Tracking Yes 
Recurring Orders Yes 
Returns Management Yes 
Shipping Management Yes 
Special Order Management Yes 

Production Scheduling

"What If" Scenarios Yes 
Automated Scheduling Yes 
Bottleneck Optimization Yes 
Capacity Planning Yes 
Constraint Scheduling Yes 
Job Scheduling Yes 
Material Planning Yes 
Priority-Based Scheduling Yes 
Quality Control Yes 

Warehouse Management

3PL Management No 
Barcoding / RFID Yes 
Category Customization Yes 
Channel Management Yes 
Demand Planning Yes 
Inventory Management Yes 
Location Control Yes 
Order Management Yes 
Purchasing Yes 
Quality Control Yes 
Receiving / Putaway Management Yes 
Returns Management Yes 
Shipping Management Yes 

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