katanamrp.com
Katana MRP Support Portal
Getting started
Basics of Katana screens
Basics of workflow
Basics of Inventory Management
Workflow for Make to Order
Workflow for Make to Stock
3 More
Sales
Creating a new Sales Order
Using the Sell screen
Managing the priority of Sales Orders
Understanding Product Availability
Understanding Sales Order Delivery statuses
6 More
Manufacturing
Understanding Manufacturing Orders
Creating a new Manufacturing Order
Using the Schedule
Understanding Material Availability
Managing the priority of Manufacturing Orders
12 More
Purchasing
Using the Buy screen
Creating a new Purchase Order
Purchase Order Delivery statuses
How to receive a Purchase Order?
How to revert a Purchase Order?
3 More
Inventory
Understanding the Stock screen
What is a Stock Adjustment?
Creating a Stock Adjustment
How to enter my initial stock to Katana?
How to delete a Stock Adjustment?
5 More
Items
What are Items?
What is a product?
What is a material?
Creating a new product
Creating a new material
12 More
Variants
What is a variant?
Creating variants
How to edit and delete variants?
Product recipes
What is a Product Recipe (bill-of-materials)?
How to create a Product Recipe?
Creating recipes for product variants
How to edit and delete Product Recipe?
Using subassemblies in Product Recipes
Production operations
What are Production Operations?
How to create Production Operations?
Entering the cost of Production Operations
How to edit and delete Production Operations?
How to create, edit and delete Operation names?
1 More
Contacts
Creating a new supplier
How to edit and delete suppliers?
Creating a new customer
How to edit and delete customers?
Reporting
Sales reports
Cost reports
Inventory reports
Shopify integration
Shopify integration overview
Connecting Shopify
Shopify data sync at initial connection and afterward
How is data matched between Shopify and Katana?
Setting the initial cost for stock imported from Shopify
2 More
Xero integration
Import orders to Xero
Tradegecko integration
Connecting Tradegecko
How Tradegecko integration works?
Settings
How to change default currency?
Managing Unit of Measures
Managing Tax rates
Clearing all data from your account
Manage your subscription
How to subscribe to Katana?
How to edit my subscription?
Where can I find my invoices?
How to cancel my subscription? :(
FAQ
I cannot find a Save button! How does saving work in Katana?
What rules are applied to my password?
How to delete demo data?
How to change my password?