Katoomi: NetSuite Mobile

Put NetSuite in your field, warehouse, and sales team's pocket — without buying extra NetSuite full-user licenses. Download Katoomi and tap Try Instant Demo on the initial screen to explore a live NetSuite sandbox workspace immediately (no login or NetSuite credentials required). When you're ready, tap Set Up Your Company and our team will connect your NetSuite account, or join your team with an invite code. THE KATOOMI MOBILE APP FOR NETSUITE Built by Oracle NetSuite Certified SuiteCloud Developers, Katoomi gives warehouse crews, delivery drivers, field technicians, and outside sales reps purpose-built iPhone and iPad workflows that write directly to NetSuite. Your admin connects NetSuite once via OAuth 2.0 Machine-to-Machine (SuiteBundle 589411). Your company's NetSuite logo and name appear right at the top of your workspace, and field users never enter a NetSuite password on their device. 4 PURPOSE-BUILT MODULES IN ONE APP PHOTOS — Proof of Delivery, Receiving Damage & Job-Site Photos • Snap or batch-select photos and attach them directly to NetSuite records in seconds • Supports Item Fulfillment (POD), Item Receipt (dock damage), Sales Order, Purchase Order, Return Authorization (RMA), Work Order, Invoice, Customer, Item, and Employee records • Built-in barcode scanner to look up transactions and items by barcode or UPC • Auto-compresses photos and routes them to admin-configured NetSuite File Cabinet folders QUOTES — Field Sales Estimates on iPhone • Build and submit NetSuite Estimates from a customer's floor, job site, or trade show • Select Customer, Location, Project, and optional Room • Add line items by name, SKU, UPC search, or camera barcode scan • Offline barcode queue — scan items without cell service and sync when back online • Submit directly to NetSuite as an Estimate (role-permitted) REPLENISHMENT — Customer Inventory & VMI Portal • Give customers and route reps a live inventory health dashboard (In Stock, Low, Critical, Out of Stock) • Receive and consume stock with barcode scanning • One-tap reorder suggestions and draft orders that flow straight into NetSuite • Invite external customers to their own branded inventory portal TASKS — Voice-to-Text Field Dispatch & Punch Lists • Create and assign NetSuite CRM Tasks from anywhere using voice-to-text • Attach up to 5 photos or files, set priority and due dates, and assign by email • Track Pending, Processing, and Completed task status in real time SIGN IN, SECURITY & ADMIN CONTROLS • Instant Demo Mode right from the welcome screen — test every workflow before connecting your ERP • Sign in with Google, passwordless email code, or optional Authenticator App (TOTP) • Role-based module visibility and subsidiary restrictions for NetSuite OneWorld accounts • OAuth 2.0 M2M NetSuite connection with iOS Keychain token storage and dark mode support REQUIREMENTS • iOS 17.0 or later • Instant Demo works immediately after download • Connecting your own company requires Oracle NetSuite with Katoomi SuiteBundle 589411 installed SUPPORT & TRIALS Full use-case library: www.katoomi.com/netsuite-mobile-use-cases/ Mobile app overview: www.katoomi.com/katoomi-mobile-app/ Email: [email protected] Phone: 1-833-KATOOMI (1-833-528-6664)