Katoomi

Katoomi extends NetSuite to your iPhone and iPad. One app, four add-on modules — enable only what your team needs.

THE KATOOMI APP

Your workspace admin connects NetSuite once. Team members sign in with Google or a passwordless email code — no NetSuite password on their device. Invite colleagues, switch between companies, and open the modules enabled for your organization from a single home screen.

TASKS (ADD-ON)

Create NetSuite tasks from anywhere:
• Voice-to-text for titles and descriptions
• Camera, photo library, and file attachments (up to 5 files)
• Priority, start date, due date, and assign by email
• Task history with Pending, Processing, and Completed status
• Submit from your phone; tasks flow into NetSuite through the Katoomi bundle

PHOTOS (ADD-ON)

Attach photos to NetSuite records in the field:
• Take or choose photos, then attach to one record in a batch
• Customer, Sales Order, Work Order, Invoice, Purchase Order, Item, and Employee
• Barcode scan to find records quickly
• Upload history with status tracking and retry
• Admin-configured File Cabinet folders per record type

QUOTES (ADD-ON)

Build and submit NetSuite Estimates on mobile:
• Create quotes with customer, location, project, and optional room
• Add line items by name, SKU, UPC search, or barcode scan
• Draft and submitted lists with status filters
• Offline barcode queue — sync items when back online
• Submit to NetSuite as an Estimate (role-permitted)

REPLENISHMENT (ADD-ON)

Inventory and reorder workflows for suppliers and their customers:
• Inventory health dashboard — in stock, low, critical, out of stock
• Receive and consume inventory with barcode scanning
• Reorder suggestions, draft orders, and submit to NetSuite
• Alerts, item detail, thresholds, and order history
• Customer portal — invite external users to their own inventory dashboard

TEAM & SECURITY

• Admins and owners manage team members and module access
• Subsidiary restrictions for multi-subsidiary NetSuite accounts
• OAuth 2.0 machine-to-machine NetSuite connection
• Secure token storage in iOS Keychain
• Dark mode support

GET STARTED

Katoomi modules are licensed separately per workspace. Email support@katoomi.com with your NetSuite Account ID, Certificate ID, and desired modules to request a trial. Our team provisions your workspace through the Katoomi admin platform.

REQUIREMENTS

• iOS 17 or later
• NetSuite account with Katoomi Bundle 589411 installed
• Workspace enabled by your Katoomi administrator

SUPPORT

support@katoomi.com
1-833-KATOOMI (1-833-528-6664)
www.katoomi.com/support