Katana Learning Center
Tutorial videos, articles and how-to guides for using Katana.
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Video: How Katana works?
Video: Full Katana Demo
Video: The Winning Formula for D2C Manufacturers
Video: Custom Make to Order Manufacturing Workflow
Video: Sales Items and Ingredients Availability
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
Using the Sell screen
Managing the priority of Sales Orders
Understanding Sales Items availability
Understanding Sales Order Delivery statuses
Creating a new Sales Order
Using the Schedule
Understanding Ingredients availability
Understanding Manufacturing Orders
Managing the priority of Manufacturing Orders
Creating a new Manufacturing Order
Using the Buy screen
Creating a new Purchase Order
Purchase Order Delivery statuses
Video: Default supplier and purchasing all missing materials
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?
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
What are Items?
What is a product?
What is a material?
Creating a new product
Creating a new material
What is a variant?
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
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?
Creating a new supplier
How to edit and delete suppliers?
Creating a new customer
How to edit and delete customers?
Video: Shopify integration
Video: Shopify stock sync
Video: Connecting multiple Shopify stores to a Katana account
Shopify integration overview
Video: WooCommerce integration
WooCommerce integration overview
Connecting multiple WooCommerce stores
How does the tax rate setting affect Default Sales Prices for products imported from WooCommerce?
Video: QuickBooks integration
QuickBooks integration overview
QuickBooks tax rates mapping
Syncing Katana Sales Orders to QuickBooks as invoices
Xero integration overview
Xero tax rates mapping
Syncing Katana Sales Orders to Xero as invoices
Syncing Katana Purchase Orders to Xero as bills
Video: Tradegecko integration
How Tradegecko integration works?
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? :(
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?
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