Katana Learning Center

Tutorial videos, articles and how-to guides for using Katana.
Contact us at support@katanamrp.com or via live chat if you have any additional questions.
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Video: How Katana works?
Video: Full Katana Demo
Video: Shop Floor Control app
Video: The Winning Formula for D2C Manufacturers
Video: Custom Make to Order Manufacturing Workflow
16 More
Step-by-step Getting Started Guide
Step-by-step Getting Started Guide for Shopify or WooCommerce users
Basics of Katana screens
Basics of workflow
Basics of Inventory Management
7 More
Using the Sell screen
Managing the priority of Sales Orders
Understanding Sales Items availability
Understanding Sales Order Delivery statuses
Creating a new Sales Order
15 More
Using the Schedule
Understanding Ingredients availability
Understanding Manufacturing Orders
Managing the priority of Manufacturing Orders
Creating a new Manufacturing Order
17 More
Using the Buy screen
Creating a new Purchase Order
Purchase Order Delivery statuses
Video: Default supplier and purchasing all missing materials
Purchasing products
10 More
Understanding the Stock screen
Understanding Average Cost
What is a Stock Adjustment?
Creating a Stock Adjustment
How to enter my initial stock to Katana?
12 More
Basics of Batch tracking
Enabling batch tracking for products
Assigning batch numbers to manufactured products
Completing Manufacturing Orders for a batch-trackable products
Reverting Manufacturing Orders for batch-trackable products
12 More
Video: Multiple Sales Inventory Locations
Video: Multi-location manufacturing
Basics of Locations
How to create new Locations?
Defining default Locations for Sales, Manufacturing, and Purchasing
3 More
What are Items?
What is a product?
What is a material?
Creating a new product
Creating a new material
15 More
What is a variant?
Creating variants
How to edit and delete variants?
What is a Product Recipe (bill-of-materials)?
How to create a Product Recipe?
Importing Product Recipes
Creating Product Recipes for product variants
Video: Creating Product Recipes for multiple product variants
7 More
What are Production Operations?
How to create Production Operations?
Importing Production Operations
Copying Production Operations from another product
Creating Production Operations for product variants
7 More
Video: Shop Floor Control app
Shop Floor Control app overview
Adding Operators
How to log in to an Operator account?
Where can I find the QR codes and login codes for Operator accounts?
8 More
Creating a new supplier
How to edit and delete suppliers?
Creating a new customer
How to edit and delete customers?
Sales reports
Cost reports
Inventory reports
Video: Shopify integration
Video: Shopify stock sync
Video: Connecting multiple Shopify stores to a Katana account
Shopify integration overview
Connecting Shopify
15 More
Video: WooCommerce integration
WooCommerce integration overview
Connecting WooCommerce
Connecting multiple WooCommerce stores
How does the tax rate setting affect Default Sales Prices for products imported from WooCommerce?
10 More
Video: QuickBooks integration
QuickBooks integration overview
Connecting QuickBooks
QuickBooks tax rates mapping
Syncing Katana Sales Orders to QuickBooks as invoices
6 More
Xero integration overview
Connecting Xero
Xero tax rates mapping
Syncing Katana Sales Orders to Xero as invoices
Syncing Katana Purchase Orders to Xero as bills
5 More
Video: Tradegecko integration
Connecting Tradegecko
How Tradegecko integration works?
How to change default currency?
Managing Unit of Measures
Managing Tax rates
Clearing all data from your account
Adding team members
Team member roles
Removing team members
How to subscribe to Katana?
Billing for team members
How to edit my subscription?
Where can I find my invoices?
How to cancel my subscription? :(
I cannot find a Save button! How does saving work in Katana?
Is Katana available in any other language?
How to delete demo data?
How to change my password?
What rules are applied to my password?
2 More
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