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Getting started

Use this section if you're new to Katana or want a refresher on some basics

Tutorial videos

Gain insight into using Katana through easily digestible videos


In this section you will find everything related to Sales


If you're looking for anything related to manufacturing, this is the area

Purchasing and Outsourcing

Information on the Buy screen and using Purchase and Outsourced purchase orders


Find everything you need to know about Stock, Batch Tracking, and Barcodes

Planning and Forecasting

Find out about advanced replenishment and forecasting

Insights and Reporting

Find information on Sales, Cost, Inventory, and Production operations reports


Everything you need to know about Items, Variants, and Product Recipes


Learn how to create, edit and manage Contacts and Suppliers in Katana


Learn about the Settings screen, Locations, multicurrency, and managing your team/subscription


Guides, tips, and general information about the Katana's different integrations

Shop Floor and Warehouse apps

Learn more about the Shop Floor and Warehouse apps and how to get the most out of it


Information on all forms of printing and printing options - PDFs, barcodes, templates, etc.


Some of the more common issues you may encounter or have questions about