Katoomi Mobile App · NetSuite Use Cases
What Can Your Team Do in NetSuite From a Phone?
Prove a delivery. Document a damaged pallet. Quote a kitchen on site. Let a customer reorder. Send the warehouse a task by voice. Here are 45+ real jobs teams run with the Katoomi Mobile App on iPhone and iPad — and the exact NetSuite record each one lands on.
Free download on the App Store · Tap Try Instant Demo on the welcome screen (no NetSuite login needed) · Or call 1-833-KATOOMI
45-second overview
In Short
The Katoomi Mobile App puts specific NetSuite jobs in the hands of people who don’t sit at a desk in NetSuite: drivers, receivers, warehouse leads, field reps, showroom staff, and your customers. They attach photos to NetSuite records (including Item Fulfillments, Item Receipts, Sales Orders, POs, and RMAs), create tasks by voice, build estimates on site, and manage customer inventory. Everything saves straight to the right record in NetSuite — and nobody needs their own NetSuite password on their phone.
4 Modules
Photos, Quotes, Replenishment & Tasks in one app
10+ Record Types
Item Fulfillments, Item Receipts, SO, PO, RMA, Work Orders & more
0 Passwords
Sign in with Google or email code — no NetSuite logins on phones
Instant Demo
Explore live NetSuite workflows right from the welcome screen
Browse NetSuite Mobile Use Cases by Job
Jump straight to the workflow your team runs on the dock, in the truck, at a job site, or in a customer’s stockroom.
02 · Receiving & Freight Damage
03 · Field & Showroom Quotes
04 · Customer Inventory & VMI
05 · Voice Task Dispatch
06 · Photos on Any Record
By Industry
Built for the People NetSuite Never Reaches
Drivers & Delivery
Photograph the drop, the signed BOL, and where it was left — attached to the Item Fulfillment before the truck pulls away.
Receiving & Dock Crew
Scan the PO, shoot the crushed pallet and carrier paperwork, and save it on the Item Receipt before the driver leaves.
Field Sales & Showrooms
Quote room by room on site or scan floor samples in the showroom to submit a real NetSuite Estimate in minutes.
Your Customers (VMI)
Give customers their own inventory dashboard of your products to scan receipts, log usage, and submit reorders to NetSuite.
Proof of Delivery Photos for NetSuite
“The customer says it never showed up. The driver says he left it at dock 3. Nobody can prove it.”
4:12 PM · Customer Loading Dock
The driver scans the packing slip barcode and the app pulls up the Item Fulfillment or Sales Order. Three photos: the pallet at the door, the signed bill of lading, and a close-up of the shipping label. He taps upload and drives off. When the customer calls the next morning, customer service opens the record in NetSuite and the photos are already there.
Lands on NetSuite records: Item Fulfillment Sales Order Invoice Customer
Katoomi Photos module — batch upload with status tracking
Attach proof-of-delivery photos from the truck
Open Photos, scan or search the fulfillment or order number, take the photos, and tap upload. They save straight to the NetSuite File Cabinet and attach to the record.
Drivers never need a NetSuite license
Drivers sign in to Katoomi with Google or an email code. They only see the Photos module, and nobody hands out NetSuite passwords or full ERP seats.
Signed bills of lading & packing slips
Shoot the signed paperwork in the same batch as the pallet photo so AR and customer service have instant access without chasing paper from the cab.
Will-call counter pickup documentation
Photograph the signed pickup slip and staged material as it leaves the counter and attach it directly to the Sales Order or Item Fulfillment.
Receiving, Damage & Freight Claim Photos for NetSuite
“By the time someone files the freight claim, the photos are on a receiver’s personal phone and the carrier’s window has closed.”
7:40 AM · Receiving Dock
Two pallets arrive with a crushed corner. The receiver selects Item Receipt or Purchase Order, scans the barcode, and snaps four photos: the crushed corner, the pallet label, the carrier’s delivery receipt marked “damaged,” and the vendor packing list. Purchasing opens the receipt in NetSuite at 9:00 AM and files the claim by 9:15 AM.
Lands on NetSuite records: Item Receipt Purchase Order Return Authorization (RMA) Item
Freight claims on Item Receipts
Damage, pallet labels, and carrier paperwork sit directly on the Item Receipt and PO inside the carrier’s claim window.
Customer RMA inspection
When a return arrives, scan the Return Authorization and photograph item condition so CS can approve credit or restock fees.
Short shipments & vendor credits
Document pallet counts and vendor packing lists for three-way matching when AP receives the vendor bill.
QC, lot labels & COAs
Capture lot numbers, temperature readouts, and certificates of analysis on incoming goods for audits.
Field & Showroom Quotes for NetSuite
“Our rep measures the job, writes it on a notepad, drives back, and the quote goes out two days later. By then they’ve signed with someone else.”
2:30 PM · Job Site or Showroom Floor
The rep starts a quote for the customer, selects the location and project, adds rooms (“Kitchen”, “Primary Bath”), and scans sample barcodes or searches by SKU/UPC. He reviews the lines with the buyer and taps Submit. It becomes a real NetSuite Estimate before he’s back in the truck.
Lands on NetSuite records: Estimate Customer Project Location
Katoomi Quotes module — drafts & submitted NetSuite Estimates
Organize estimates room by room
Add rooms such as Kitchen, Lobby, or Unit 4B and group line items under each space — ideal for cabinetry, flooring, tile, lighting, and contract interiors.
Scan showroom floor samples & trade-show booths
Scan UPC or SKU barcodes as a prospect walks the showroom or trade-show booth so their quote builds in real time.
Offline barcode queue for basements & new builds
No cell signal on site? Keep scanning barcodes — queued items sync into your quote automatically as soon as connectivity returns.
Save drafts or submit straight to NetSuite
Start a draft during the walkthrough, adjust quantities later, and submit to NetSuite as an Estimate when ready.
Customer Inventory & Vendor-Managed Replenishment (VMI)
“Our best customer only calls when they’re already out. Then it’s a rush order, an angry buyer, and expedited freight we eat.”
Monday Morning · Customer Supply Room
Your customer’s shift lead opens their own dashboard in the Katoomi Mobile App showing your products and their on-hand stock health (In Stock, Low, Critical, Out of Stock). She scans what was used over the weekend, reviews the suggested reorder based on min/max thresholds, and taps Submit — sending the order straight into NetSuite.
Lands on NetSuite records: Sales Order Item Customer
Katoomi Replenishment — customer inventory health & reorders
Customer-facing inventory portal
Invite external customers to their own inventory dashboard so they see stock health and place reorders without accessing your NetSuite account.
Barcode scan to receive & consume stock
Customer staff or route reps scan items as they receive shipments or pull stock from the shelf, keeping on-hand counts accurate.
Per-customer min/max thresholds & alerts
Set custom reorder points per customer and item so account managers see low and critical alerts before a stockout happens.
Consignment & route-rep VMI
Track inventory sitting at customer locations and generate replenishment Sales Orders in NetSuite from real consumption.
Warehouse & Team Task Dispatch for NetSuite
“I asked for it on Tuesday. On a sticky note. Which is now on the floor of the forklift.”
6:15 AM · Before Shift
The GM taps the microphone in the Tasks module and dictates: “Pull and stage SO 38902 for the 10 AM pickup, call Dana if anything’s short.” She attaches a photo of the pallet tag, sets priority to High, and assigns it by email. It lands in NetSuite as a CRM Task in seconds.
Lands on NetSuite records: Task Employee File Cabinet Attachments
Katoomi Tasks module — voice-to-text, attachments & status history
Hands-free voice dictation
Tap the microphone and speak the task title and instructions while walking the warehouse floor — no typing with gloves on.
Up to 5 photos or files per task
Attach photos of a damaged rack upright, leaking dock seal, or staged order so maintenance and warehouse leads see exactly what needs attention.
Where Teams Attach Photos Across NetSuite
Find the record by search or barcode, shoot one photo or a whole batch, and Katoomi files it to the NetSuite File Cabinet folder your admin configured for that record type.
| NetSuite Record | What Teams Photograph | Who Uses It |
|---|---|---|
| Item Fulfillment (IF) | Delivered pallets at dock, signed BOL / packing slip, drop-location proof | Drivers · Shipping |
| Item Receipt (IR) | Crushed cartons, freight claim evidence, vendor packing lists, lot & COA labels | Receivers · QC · Purchasing |
| Sales Order (SO) | Staged orders before pickup, custom-order specs, will-call counter sign-offs | Sales · Warehouse · Counter |
| Purchase Order (PO) | Supplier inspections, pre-shipment photos, quality holds | Purchasing · Receiving |
| Return Authorization (RMA) | Returned item condition, serial numbers, restock vs. scrap evidence | Returns Desk · Customer Service |
| Work Order (WO) | Build stages, finished-goods QA, first-article inspection, line defects | Production · QA |
| Invoice | Signed delivery backup, job-completion proof for AR collections | AR · Billing |
| Item | Catalog & e-commerce product shots, packaging, bin/shelf location, spec labels | Merchandising · Warehouse |
| Customer | Site & storefront photos, dock access notes, installed equipment | Field Sales · Service Techs |
| Employee | Forklift certifications, safety training sign-offs, ID badges | HR · Safety |
By Industry
NetSuite Mobile Workflows by Industry
Wholesale Distribution
- Proof-of-delivery photos on IFs
- Freight claims on Item Receipts
- Will-call counter pickup proof
- Rush-order staging tasks
Packaging & Industrial Supply
- Customer stockroom dashboards
- VMI & consignment reorders
- Barcode scan consumption
- Damaged-roll receipt claims
Building Products & Showrooms
- Room-by-room on-site Estimates
- Floor sample barcode scanning
- Job-site delivery drop photos
- Project progress documentation
Manufacturing & Field Service
- Work-order QA & build photos
- Raw-material receiving checks
- On-site replacement parts quotes
- Voice-dictated maintenance tasks
Try It Right Now
See It on Your Own iPhone in Two Minutes
The fastest way to understand the Katoomi Mobile App is to try it yourself. The app includes a live NetSuite test-drive workspace with real orders, receipts, customers, and inventory. Take a delivery photo, dictate a task, build a quote, or check customer stock — no NetSuite login required.
1
Download Katoomi free from the App Store
2
Tap Try Instant Demo on the welcome screen
3
Ready for your account? Tap Set Up Your Company and our team will get you connected
1. Tap “Try Instant Demo”
2. Explore All 4 Modules
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For Your NetSuite Administrator
- Assisted Onboarding: Our team works directly with you to provision your company workspace and connect your NetSuite account.
- SuiteBundle 589411: Installs the Katoomi Mobile App RESTlets and integration record inside your NetSuite account.
- OAuth 2.0 Machine-to-Machine: Connects once via certificate mapping — no user passwords stored on mobile devices.
- Company Logo & Branding: Automatically pulls your company name and logo from NetSuite Company Information after login.
- Zero Extra NetSuite Seats: Field users sign into Katoomi with Google or an email code (plus optional Authenticator App).
- Admin Controls: Role-based module entitlements, NetSuite OneWorld subsidiary restrictions, and configurable File Cabinet folders per record type.
- Pricing: Modules are licensed separately per company, starting at $195/month per module.
- Details & Support: Katoomi Mobile App Overview · Support · 1-833-KATOOMI
Common Questions
Can I use NetSuite on my phone without a NetSuite login?
Yes, with the Katoomi Mobile App. Your NetSuite admin connects NetSuite to the app once. Everyone else signs in to the Katoomi Mobile App with Google or a code sent to their work email, and their photos, tasks, quotes, and inventory updates land in NetSuite through that one connection. Nobody types a NetSuite password on their phone.
Can I try the Katoomi Mobile App before we set anything up?
Yes. Download the Katoomi Mobile App free from the App Store and tap Try Instant Demo on the welcome screen. It opens a sample company with real-looking orders, receipts, customers, and inventory so you can take photos, create tasks, build a quote, and check stock with no NetSuite account required.
Which NetSuite records can I attach photos to from my phone?
Item Fulfillments, Item Receipts, Sales Orders, Purchase Orders, Return Authorizations, Invoices, Work Orders, Items, Customers, and Employees. You find the record by searching or scanning a barcode, take one or many photos, and they are saved to that record’s files in NetSuite.
How do drivers capture proof of delivery in NetSuite?
The driver opens the Photos module in the Katoomi Mobile App, scans or searches the order or fulfillment number, photographs the delivered goods and the signed packing slip or bill of lading, and taps upload. The photos are attached to the Item Fulfillment (or Sales Order) in NetSuite so customer service and AR can see them immediately.
How do I attach receiving damage photos to an item receipt?
On the dock, scan or search the purchase order or item receipt in the Katoomi Mobile App Photos module, photograph the damage, the pallet label, and the carrier paperwork, and upload. The photos are saved on the Item Receipt in NetSuite, ready for a freight claim or vendor credit.
Can sales reps create NetSuite quotes on a job site or in a showroom?
Yes. The Quotes module in the Katoomi Mobile App builds a NetSuite Estimate on an iPhone or iPad with customer, location, project, and optional rooms. Add items by name, SKU, UPC, or barcode scan, save drafts, and submit.
Can my customers see their own inventory of our products?
Yes. With the Replenishment module in the Katoomi Mobile App you invite customers into their own inventory dashboard showing what is in stock, low, critical, or out. They scan to record what they received and used, and reorders are drafted and submitted to NetSuite.
How much does the Katoomi NetSuite Mobile App cost?
The app is a free download and the Instant Demo workspace is free. Each module (Tasks, Photos, Quotes, Replenishment) is licensed separately per company, starting at $195 per month. Call 1-833-KATOOMI for a quote.
Give Your Warehouse, Drivers & Reps NetSuite Jobs They’ll Actually Do
Download Katoomi to try the Instant Demo on your iPhone right now, or request setup and our team will get your NetSuite account connected.
1-833-KATOOMI · support@katoomi.com