EPISODE · Sep 25, 2024 · 53 MIN
Advanced Inventory Workflows with Katana - Multiple Locations
from Workshop Wednesdays · host Dan DeLong and Rachel Dauchy
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 BOGO - Buy QBO Advanced and get Schoolofbookkeeping included!! Learn more here https://www.schoolofbookkeeping.com/bundle Take advantage of 30% off the QBO MSRP when you sign up through us today! https://quickbooks.intuit.com/partners/irp/qbopayroll/?cid=irp-101114 Brought to you by http://www.schoolofbookkeeping.com - Keep Learning 00:00 Introduction and Workshop Overview 01:30 Inventory Management Challenges 01:58 Introducing Shawn and Katana 03:24 Community Announcements and Challenges 08:23 Advanced Inventory Workflows in QuickBooks 10:21 Katana's Inventory Management Features 23:42 Setting Up Inventory Locations and Bins 37:35 Efficiencies in Inventory Management 42:32 Stock Transfers and Future Enhancements 50:37 Conclusion and Upcoming Topics
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Advanced Inventory Workflows with Katana - Multiple Locations
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