Katana Cloud Inventory vs. QuickBooks Commerce

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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Using TradeGecko requires to the company to make compromises. Which compromises depends on the business, what they are using for other 3rd party applications and what they sell. You need to be very good with excel since you are able to upload and modify most files, which gives you major control over your data. They however need to modify the way in which new inventory items get loaded, as it is quite awkward if you use variants. 'Reports' as has been described prior has improved dramatically and most if not all can be downloaded in CSV/Excel format. This allows you to build your own reports with the data from the system. If your business is very complex in nature, TradeGecko probably isn't the system for you. If you are doing thousands of transactions a day, again this is not the system. However, if you are a small to smaller mid-sized business, the system, its cost and the 3rd party applications make it worth a first second and third look.

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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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• Interface with WooCommerce.
• Interface with Xero.
• Maintain Perpetual Inventory (less than 0.001% difference in value of inventory in TG and Xero).
• Works with ShipStation extremely well.
• Works with major EDI vendors (with reservations).

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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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• - Couldn't integrate with existing QBO account. Had to set up a new QBO account and transfer all data, create lots of journal entries - was very time-consuming and labor-intensive. Caused some financial discrepancies to resolve.
• - Have to process returns on Amazon and Shopify orders manually
• - Tax-inclusive is not allowed - European sales are tax inclusive - can't import order with VAT included. Looks like the software is suitable for US only. Have to create such orders manually in Commerce and then manual journal entries in QBO
• - Supports accrual accounting method only. In cash - it's a mess
• - Support - not knowledgeable enough - I could only call for support (now they have chat) and they always had to get with the back-end and every call was not less than 1 hour. At the end I would get a link for the training materials
• - Inventory not synching timely sometimes - I have a screenshot proving that inventory on our Amazon account was 0 but Commerce still had quantities, I had to manually press synch
• - Shipping line from Shopify orders is not coded to Shipping income account but goes together with Sales of product income account
• - When partial of the PO is received, not able to create a bill for the partial. There're only 2 settings: either bill created at the time of PO creation (for the whole PO amount - which increases your AP right away) or at the time the whole PO received. It works only when PO is shipped as a whole.

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TG works well for us.

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TG is good and easy to use, but could be improved

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Support team just sends links to blog posts that are often out of date.

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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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Each of the applications has a specific place. We select and implement the best solutions for our clients based on their budget and requirements. This is often determined by integration requirements. We like to say that every application with do a different 95% of what you need it to. There will always be a different 5% to forgo between applications.

• 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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• No real ROI - we're stilling pulling reports from multiple platforms.
• Positive - segregation of wholesale and DTC orders in Shopify.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info