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Katana + Querri

Katana MRP reporting: orders, stock and production

Querri reads Katana sales orders, manufacturing orders, recipes, materials, inventory and purchase orders. Ask what you can build, what you need to buy and which orders are at risk.

Querri only reads from Katana and never changes your records. SOC 2 Type II, HIPAA and ISO 27001:2022 certified, and your data is never used to train a model.

What you can answer

Questions teams ask about their Katana data

Which sales orders are blocked by production?

Katana tracks sales orders and manufacturing orders well, but a list of every order waiting on unfinished production takes cross-checking. Querri joins the two and answers in one question.

AI Chat

What does each product really cost to make?

Recipes, materials and costs sit in separate places, so rolling them into a cost per product means a spreadsheet that goes stale. Querri does the roll-up and keeps your costing rules as saved facts.

Facts & rules

Where are stock adjustments and stocktake differences piling up?

Adjustments and stocktakes are logged one at a time, so patterns across locations are easy to miss. Querri reviews them nightly and flags a location or material that drifts.

Nightly insights & monitors

What comes over

What Querri reads from Katana

Querri copies this data into your Library on a schedule, next to every other system you connect, so one question can draw on all of it.

  • Sales orders
  • Fulfillments
  • Manufacturing orders
  • Recipes
  • Materials
  • Products
  • Variants
  • Inventory
  • Stock adjustments
  • Stocktakes
  • Purchase orders
  • Suppliers
  • Customers
  • Locations

Refreshed on your schedule

Each sync reloads the data you picked, daily, weekly or monthly, or whenever you run it by hand.

Read only

Querri reads from Katana and never creates, edits or deletes anything there. Every answer runs on Querri's own copy.

Who sees what

Querri's own sharing and row-level access decide who sees which rows, in chat, dashboards, Claude, ChatGPT and the API.

How to connect

Connect Katana to Querri

  1. 1

    Ask the Connector Agent

    Say "connect Katana" or pick it from the connector catalog.

  2. 2

    Sign in or add your credentials

    Katana needs an API key and a start date. The key goes into the secure form, where the Connector Agent can't see it, and the start date tells Querri to skip records not updated since then.

  3. 3

    Choose what to bring in

    Pick the data you want and how often it refreshes, then approve the first load.

  4. 4

    Ask your first question

    The data lands in your Library, ready for chat, dashboards and scheduled reports.

FAQ

Katana and Querri: common questions

How do I connect Katana?

With a Katana API key and a start date. Ask the Connector Agent for Katana and it opens a secure form for the key, which the agent never sees, plus the start date. Choose the data you want and set a schedule.

What Katana data syncs to Querri?

Sales orders, fulfillments and addresses, manufacturing orders, recipes, materials, products and variants, inventory, stock adjustments and stocktakes, purchase orders, suppliers, customers, locations, price lists, tax rates and costs.

How often does Katana data refresh?

Each sync reloads your selected Katana data in full, leaving out records last updated before your start date. Schedule it daily, weekly or monthly, or run it by hand. Answers reflect the most recent sync.

What does the Katana start date do?

It limits Querri to Katana records updated on or after that date. A customer, product or order last changed before it is left out, even if it still matters today, so pick an early date when you want older records that have not changed since.

Does Querri change anything in Katana?

No. Querri only reads from Katana. It never creates, edits or deletes records there, and every answer runs on Querri's own copy of the data.

Is my Katana data secure in Querri?

Yes. Querri is SOC 2 Type II, HIPAA and ISO 27001:2022 certified, credentials are stored encrypted, and your data is never used to train a model.

Ask your Katana data a question today

Connect Katana, add the rest of your systems, and get answers your whole team can check.