Listen "Advanced Inventory Workflows with Katana - Item Tracability - Serial #'s and Lot #"
Episode Synopsis
New Series - Rachel and Dan will be joined by Shawn Coultice from Katana to discuss some side by side feature comparisons with QB Enterprise and Katana's Cloud-based Inventory Solution. For people considering the switch to QB Online with an Inventory Management Add-on, this series will be helpful to determine what features and workflows will work in a cloud based solution, and which workflows might be better suited for a could based solution.
Learn More About Katana Here - https://psref.katanamrp.com/SOBWorkshop
Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the Live sessions at: https://www.schoolofbookkeeping.com/workshop-wednesday
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00:00 Introduction and Welcome
00:24 Feature Comparisons: QuickBooks vs Katana
02:54 Understanding Inventory Management
05:23 The Importance of Implementation Partners
07:03 Exploring Traceability in Inventory Systems
11:00 Deep Dive into Katana's Traceability Features
27:09 Real-Time Data and Reporting in Katana
41:42 Conclusion and Upcoming Topics
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