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Katana Learning Center
Tutorial videos, articles and how-to guides for using Katana
Tutorial videos
Video: How Katana works?
Video: Full Katana Demo
Video: Sales Items and Ingredients Availability
Video: Creating Product Recipes for multiple product variants
Video: Multiple Sales Inventory Locations
10 More
Getting started
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
6 More
Sales
Using the Sell screen
Managing the priority of Sales Orders
Understanding Sales Items availability
Understanding Sales Order Delivery statuses
Creating a new Sales Order
9 More
Manufacturing
Using the Schedule
Understanding Ingredients availability
Understanding Manufacturing Orders
Managing the priority of Manufacturing Orders
Creating a new Manufacturing Order
14 More
Purchasing
Using the Buy screen
Creating a new Purchase Order
Purchase Order Delivery statuses
Video: Default supplier and purchasing all missing materials
Purchasing products
9 More
Stock
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?
10 More
Locations
Video: Multiple Sales Inventory Locations
Basics of Locations
How to create new Locations?
Defining a Default Sales Location
What is a Stock Transfer?
2 More
Items
What are Items?
What is a product?
What is a material?
Creating a new product
Creating a new material
15 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 Product Recipes for product variants
Video: Creating Product Recipes for multiple product variants
Using subassemblies in Product Recipes
2 More
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?
2 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
Video: Shopify integration
Video: Shopify stock sync
Video: Connecting multiple Shopify stores to a Katana account
Shopify integration overview
Connecting Shopify
12 More
WooCommerce integration
Video: WooCommerce integration
WooCommerce integration overview
How are Sales Orders synced between WooCommerce and Katana?
Connecting WooCommerce
How does the tax rate setting affect Default Sales Prices for products imported from WooCommerce?
7 More
QuickBooks integration
Video: QuickBooks integration
QuickBooks integration overview
Connecting QuickBooks
QuickBooks tax rates mapping
Syncing Katana Sales Orders to QuickBooks as invoices
5 More
Xero integration
Xero integration overview
Connecting Xero
Xero tax rates mapping
Syncing Katana Sales Orders to Xero as invoices
Disconnecting Xero
2 More
Tradegecko integration
Video: 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 team
Adding team members
Team member roles
Removing team members
Manage your subscription
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? :(
FAQ
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?
1 More