Exporting quotes from Katana allows you to analyze sales data at the product level by saving information in .xlsx or .csv formats. This process is straightforward and provides detailed insights into order specifics.
Steps to export quotes
Navigate to the Sell screen.
Click on the Quotes tab.
Locate the Export button near the top corner of the order list.
Click Export to download all quotes currently displayed in the list.
Understanding the exported file
Each row in the exported file represents a single order line, not an entire quote.
If a quote contains multiple line items, each will appear as a separate row in the file.
This format enables detailed product-level sales analysis.
Note: The totals in the exported file may differ from those shown in Katana, as the export is based on individual line items, whereas Katana's interface displays totals from the quote card.
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