Agents › Operations
Katana Reorder Planning Agent
It tracks how fast each product sells, works out when to reorder from your maker, and builds the purchase order in time. You stop finding out you're low when a product is already gone.
15 minutes. You'll see how it would run at your business, the hours it frees up and what it costs.
- ✓Tracks how fast each product sellsevery day
- ✓Works out when to reorder from your makerper product
- ✓Builds the purchase orderon time
Reorders go out before you run low.
Katana
Cin7
SlackHow it works
The agent does the job from start to finish, on its own schedule. Your team talks to it in Slack or Teams.
Reads what sold every day
It pulls sales orders and stock on hand from Cin7 for each product and location.
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Tracks how fast each product sells
It works out how many of each product go out each week, and how long your stock will last.
Checks what's already coming
It reads open purchase orders, production orders and stock by batch in Katana, so it doesn't order what is already on the way.
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Works out when to reorder
It uses how long your maker takes and your minimum order size to find the day each product needs to be ordered.
Builds the purchase order
On that day it builds the purchase order in Katana, with the product, the amount and the maker.
Tells your ops lead
Your ops lead gets one Slack message with each new purchase order to send, and any product that may run out first.
What you get
Reorders go out in time for your maker to make and ship them.
It orders what sells, not a guess, so slow products don't pile up.
Your ops lead gets them built, not a sheet to work out by hand.
What this looks like at your business
Sales speed trackedHow fast each product sells, updated every day.
Designed for wellness and supplement brandsReorder dateEach product's order day set by how long your maker takes.
Designed for wellness and supplement brandsPurchase ordersEach purchase order built in Katana and sent to your ops lead.
Designed for wellness and supplement brandsBuilt for your company
Your version, set up around how you work
No two businesses run this job the same way. Your Katana Reorder Planning Agent follows your process, your rules and your software, not a template.
How many weeks of stock you want on hand, and your maker's minimum order and lead time for each product.
Your ops lead, your owner, or both, and who hears when a product may run out.
Katana and Cin7 today. If you sell through Shopify only, your version reads sales there.
Every day, or more often before a launch or a busy season.
Works in the software you use
You make the key in your own accounts. Nothing to install on your computers.
Part of a team of agents
Agents pass work to each other, so a job keeps moving without someone on your team handing it along.
Compares Cin7, your store and the warehouse every day, so the reorder plan starts from counts that match.
Your counts match before they cost you a sale.
See this agent →
Enters wholesale orders from email the same day, so big wholesale orders count toward what sells.
No more typing in wholesale orders.
See this agent →
Pulls sales from your store, wholesale and QuickBooks every Monday, so you see the same sales the reorders are built on.
Know what sold without building the report.
See this agent →Built for
Book a 15-minute call
Get your version of the Katana Reorder Planning Agent
Bring how your team does this job today. In 15 minutes you'll know how your version would run, the hours it frees up and what it costs.
Questions about the Katana Reorder Planning Agent
Is my customers' information safe?
Yes. The agent reads only the sales, stock and orders its job needs, in your own Katana and Cin7 accounts. Customer details never go into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Will it send orders to my maker on its own?
No. It builds the purchase order in Katana. Your ops lead looks it over and sends it.
Can it follow how we plan stock?
Yes. Your lead times, minimums and how much stock you like to keep are set up in your version.
Can I turn it off?
Yes. Remove its access in Katana and it stops right away.
What does it cost?
You get the price on the call, along with the hours it saves your team.