Platform features
The operating layer between the warehouse floor and the customer conversation.
One connected system for beverage inventory, production, proof, customer visibility, billing protection, compliance, and team management.
Operations intelligence
These features are built to separate CatOps from generic inventory systems: they help teams explain what happened, protect revenue, and stay ahead of customer-facing problems.
Operational Command Center
Start the day with the work that needs attention: exceptions, aging stock, proof gaps, stalled shipments, and billing exposure.
- Prioritize open exceptions, missing locations, stale pallets, and pending shipments
- Surface recent warehouse movement without digging through tables
- Connect daily work to proof, billing, customer risk, and health score
- Give managers a clean view of what is blocked and what changed
Proof Packets & Ops Replay
Build chain-of-custody evidence around inventory, pallets, shipments, BOLs, photos, exceptions, and audit events.
- Pull receiving, movement, shipping, photo, and audit evidence into one packet
- Replay what happened to a lot, pallet, shipment, or customer record
- Use proof packets for disputes, internal reviews, delivery proof, and customer updates
- Reduce time spent searching emails, photos, BOLs, and spreadsheets
Billing Leak Detection
Catch missed storage, handling, aging, accessorial, and stalled-work charges before they become silent margin loss.
- Find uninvoiced storage fees and customer-owned stock aging past review points
- Flag pallets without recent storage-fee cycles
- Estimate handling touches and stalled outbound work that may need billing review
- Tie operational activity back to revenue protection
Customer Confidence Center
Rank customer accounts by trust signals: proof gaps, open issues, shipments, aged stock, fees, and recent movement.
- Show customer-specific lots, pallets, shipments, fees, and exceptions
- Identify accounts that need proactive communication before disputes happen
- Support customer portals with proof, inventory visibility, and operational status
- Help 3PLs and co-packers look more organized to their customers
Ask The Warehouse
Ask operational questions and get grounded answers from live warehouse, shipping, exception, customer, and billing data.
- Ask what can ship, what is aging, what is blocked, or where money is leaking
- Return tables and next-action links instead of generic chatbot answers
- Ground responses in tenant-scoped CatOps records
- Give managers a faster way to inspect the operation
Chaos-To-Clean Onboarding
Turn messy spreadsheet operations into a structured warehouse workspace with import checks and cleanup guidance.
- Audit spreadsheets for missing fields, duplicate identifiers, and weak location data
- Help teams migrate lots, customers, locations, and inventory into a live system
- Show what is clean enough to go live and what needs review
- Make onboarding practical for teams coming from spreadsheets and paper logs
Core operating system
The daily warehouse and production workflows underneath the intelligence layer.
Inventory Control
Track raw materials, packaging, finished goods, and production supplies.
- Manage item quantities, locations, costs, vendors, lots, and movements
- Support QR scanning and searchable inventory records
- FIFO cost tracking with lot-level costing
- Photo attachments for receiving and shipping
- Reserve inventory for production runs
- Flag items for quality holds, count discrepancies, or compliance concerns
Lot Number Management
Full lot traceability from receiving to finished goods.
- Searchable lot numbers with keyword and filter support
- Sort newest to oldest or by item, location, date, or status
- Paginated results — never load everything at once
- Track lot history, usage, vendor, and cost
- Link lots to QR codes, production records, and shipping
QR Code Workflows
Assign QR codes to pallets, items, lots, and locations.
- Scan from any mobile device on the production floor
- Assign receiving dates and info at point of scan
- Track assignment history — reuse QR codes after depletion
- Print QR sheets with editable title, size, and quantity
- Support production floor inventory adjustments by scan
Manufacture Orders
Create and manage production orders with overage planning.
- Case quantity entry — not just unit-level
- Overage planning by percent or fixed case count
- Connect orders to batch sheets, bottling runs, and finished goods
- Pallet layout references for production floor reference
- Finished bottle and case photo attachments
- Full audit trail from order creation through completion
Batch Sheets & Lab Analysis
Batch records with full lab analysis and ingredient tracking.
- Formula templates with FIFO ingredient deduction
- Lab analysis section: ABV, proof, pH, SG, Brix, clarity, and more
- Approval and revision workflow with audit trail
- Connect to manufacture orders, lot numbers, and run packets
- Lab results included in reports and run documentation
Wine Tracking
Built for wineries, breweries, cideries, and fermentation-focused producers.
- Wine and beer batch visibility
- Fermentation log foundations for wine, beer, cider, mead, and kombucha
- Bottling, canning, and kegging log support
- Wine and brewery compliance report foundations
- Connect to lot numbers, finished goods, and TTB reporting
Spirits Tracking
Proof gallon calculations and TTB reporting support for distilleries.
- Proof gallon calculations on every batch
- Spirits batch tracking with ingredient deduction
- Bottling run tracking with fill checks and loose bottle counts
- Bonded and tax-paid movement foundations
- FET / TTB reporting support and monthly packet generation
Receiving & Shipping
Full chain-of-custody from dock to dock.
- Log incoming materials with vendor, lot, and quantity tracking
- Photo attachments for received shipments
- Track outgoing shipments with BOL records and pallet references
- Shipping approvals and completion workflow
- Receiving approvals and denial workflow
- Full movement history for audit and compliance
Reports & Dashboards
Role-aware, tier-aware dashboards and downloadable reports.
- Inventory valuation, lot activity, and usage reports
- Production summaries and compliance support reports
- Dashboards adapt to user role and subscription tier
- Storage fee tracking by client and pallet
- Downloadable exports for clients and compliance
User Permissions & Roles
Company-level data isolation with flexible role-based access.
- Each company has its own Master Admin
- Master Admin invites employees and assigns roles
- Granular sub-role toggles for floor leads, managers, and operators
- Server-side enforcement — no frontend-only hiding
- Users only see their company's data, always
Integrations and data flow
CatOps is built to reduce double-entry between production, accounting, shipping, compliance, and reporting tools.
QuickBooks
Accounting
Sync inventory valuations, cost tracking, vendor invoice matching, and monthly summaries into your accounting workflow.
Stripe
Payments
Support storage fee billing, client invoices, recurring charges, and payment tracking from operational records.
ShipStation
Shipping
Connect labels, carrier rates, tracking updates, and multi-carrier shipment workflows to CatOps shipments.
TTB Pellon
Compliance
Use batch and production data to support formula, label, report, and submission prep workflows.
Square POS
Point of Sale
Connect tasting room sales to finished goods and warehouse balances when retail workflows are needed.
Shopify
E-Commerce
Plan for online order, finished goods, inventory sync, and fulfillment workflows.
FedEx / UPS API
Carrier Tools
Plan for rate shopping, bulk labels, tracking, and BOL support inside outbound workflows.
Google Sheets
Data Export
Push reports to sheets for auditors, clients, and teams who need shareable spreadsheet views.
Ready to see these features in your operation?
Request a Demo