Katana Cloud Inventory vs. Zoho Inventory

Katana Cloud Inventory is great for shipping and receiving busiiness. Where things are very cut and dry as far as what comes in and what goes out, this program is excellent at keeping track of these things. We do a lot of custom build items and it is not the greatest for these. A lot of time it is difficult to both enter these items and keep track of these items.

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It's a basic system which does some things well but the things it does well are the basic things you would expect! Many other features that are a little beyond basic are just not available or you can get 90% of the way there but get stuck on the final 10% so you need to hire a developer who can try to get you through the last bit. An inventory management system with no bin locations pretty much sums it up. The reporting system is terrible. To get any real use you need to integrate it with Zoho Analytics but the problem there is it only syncs every 3 hours. The integrated shipping process is extremely cumbersome

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• Tracks incoming and outgoing parts/items
• Very easy to use and easy to learn.
• Able to implement the program quickly and begin using because of ease of use

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• It is simple to use.
• Does all the basics well.
• Is able to integrate with our CRM.

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• Auto email generated with PO's cannot be permanently altered in my opinion.
• Different pack sizes of same items do not automatically fill in inventory I've found. For example, we order an item in singles, 4-packs, and 32 packs. In my experience, If we order the 32 pack, it does not show inventory for the smaller unit sizes. Each pack size has a different item number I believe.
• Fields on the PO are not adjustable in my experience. You must create a template and use the template. You cannot change the PO each time unless you have a template created in my experience.
• When closing out a sales order, if you invoice from Katana Cloud Inventory and send to Quickbooks, it automatically enables the invoice to receive credit cards in Quickbooks. We use another credit card service (not Quickbooks) and do not want this feature turned on. There is no way to disable it at this time.
• When being billed for a PO that has been received and that bill is sent over to Quickbooks, it does not show item counts in my expereince. It only translates as a total dollar amount for each line item.

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• Templates within Zoho Inventory are very weak. You can't customize many including package slips, shipment docs, etc...
• When an order has multiple packages, it's next to impossible to find the item you are looking for. Scenario, a large order has many packages and a customer has cancelled one of the items. You must click through every package to find the item, edit the package and remove it before you can cancel the item.
• The reports within Inventory are extremely basic and many of them are useless
• The packing slip module is useless as it does not print out bin locations
• It's an inventory management system but it does not have bin locations
• The backorder system is useless. If you "backorder" something then the whole order is locked until the backorder arrives in. Scenario.... a client orders 20 items, 1 is on backorder. You "backorder" that one item but want to ship the other 19... not possible. The order gets completely locked.
• You can't print out RMA requests. There is just no option to do it, you have to do a screen shot
• Integration with Amazon or other 3rd party e-commerce providers is troublesome.

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It is relatively easy to customise but the problem is sometimes it is not easy to see where this customisation is available. Also the integrations with external systems can prove problematic both during installation and ongoing development and maintenance. It's great for small companies with a simple inventory or even larger organisations with smaller product lines. And it is reasonably priced if you ar eprepared to put the time in.

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Our Quickbooks inventory was input incorrectly by a former employee and fixing it would have been more time consuming and less cost effective than to come up with an alternative solution. Katana Cloud Inventory was our alternative solution. Katana Cloud Inventory says that they are working on some of the integration problems with Quickbooks, and once they are fixed, will be a huge help!

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The inventory management is better than QuickBooks however you give up an awful lot to get that benefit. The reporting in QuickBooks is far superior. The reporting in Inventory is terrible with every few options to customize the reports. For example, pulling in a salesperson report that factors in returns is not possible. You can't pull a report to see what items need to be picked for all open orders.

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• So far we are still in the process of counting all of our inventory. We use tens of thousands of parts
• What we do have in inventory already is tracked very well.
• Parts have been in stock as needed since we implemented Katana Cloud Inventory.

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• We stopped using it as it was difficult to set up.
• Zoho offers a lot of features but the depth of its functionality proves limited as your demands increase.

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