This path is designed for companies that buy and sell finished goods without making them. Whether you sell online or B2B, Katana helps you stay on top of stock, automate purchase workflows, and keep your sales channels running smoothly, without needing to manage manufacturing steps.

Getting started

Below are a few of the things we recommend completing (or looking into) to ensure a positive experience as a reseller using Katana.

Step 1: Set up initial settings

Before adding data or testing workflows, configure these key settings so Katana runs smoothly from the start.

General settings: Check that your base currency is accurate and define default lead times for sales and purchase orders.
- Managing base currency inside Katana | Katana

Tax rates: if all sales orders come from ecommerce (e.g. Shopify), tax rates sync automatically. If you create sales orders manually, set up and assign tax rates in Settings.
- Tax rates guide

Locations (if needed): add inventory locations to manage stock across multiple warehouses or stores.
- Basics of locations

Barcodes (optional): enable barcodes if you plan to scan items for receiving, production, or inventory counts.
- Supplier item code - Barcodes used by your suppliers for receiving POs
- Internal barcodes - For scanning during production via the Shop Floor App or stock counts
- Registered barcodes - For labeling retail-ready products with UPCs
- Basics of barcodes

Step 2: Items setup

Now, add the products you plan to purchase and resell. No production or BOM setup needed unless you plan to assemble or bundle items.

Create manually: On the product card, uncheck Make and enable Buy to track items via purchase orders.
- Creating a product
Bulk import: Use the import template. Mark “Buy?” as yes and “Make?” as no to indicate resale products.
- Import products

Import from ecommerce: Import your product catalog and stock directly from connected platforms.
- Shopify, WooCommerce, BigCommerce

Materials (optional): Add materials only if you plan to sell components. Be sure to check the Sell box on the material card.
- Add materials

Step 3: Workflow basics

Now it’s time to test how Katana fits your operations. As a reseller, you’ll primarily use the Sell, Buy, and Stock screens.

Create a sales order (SO): Create a SO for a resale product. Katana shows stock availability based on what’s on hand and incoming from open POs.
- How to create a SO

Create a purchase order (PO): to restock a product from your supplier, create a PO
- How to create a PO
Inventory management: Use the Stock screen to monitor what’s in stock, what’s committed, and what’s arriving. Dive into Inventory Intel to investigate movements.
Try this: Find a product with low stock quantities → Create a PO using the + Buy button → Mark the PO as received → Create a SO → Watch how availability updates → Explore Inventory Intel for flow details
- Basics of the Stock screen

Working across multiple sites?
Move items between warehouses or stores using Stock Transfers.

Stock Transfers

Step 4: Other setup and optional tools

With the basics tested, now’s the time to invite your team, tailor your documents, and get familiar with optional tools.

Invite users: Add team members and assign permissions

Add team members
Manage users and permissions
Customize print templates: Personalize SO and PO layouts, add logos, and tailor documents.

Print templates guide
Explore optional tools (add-ons):
- Warehouse app for receiving purchase orders, picking, and packing sales orders with scanning
- Planning & forecasting to monitor stock health and demand

Step 5: Integrations

Connect Katana to the rest of your tech stack to automate order flow, sync inventory, and reduce manual work.

Ecommerce: Automatically sync sales orders and stock.

Marketplace channels: Route orders from those marketplaces into Katana.
- via Extensiv: eBay, Amazon FBA, Amazon (Seller-fulfilled), Walmart

Accounting: Sync invoices, bills, and financial data
- QuickBooks Online
- Xero

CRM: turn deals into Katana SOs and sync inventory data to streamline sales and fulfillment
- HubSpot
Shipping platforms: Katana supports a range of shipping workflows, from ecommerce orders fulfilled via Shopify or WooCommerce, to B2B or hybrid operations.
- Shipping workflows
- 3rd party integrations

Step 6: Add inventory quantities

Enter your current stock using one of these methods:

Ecommerce import: Sync stock automatically when connecting Shopify, WooCommerce, or BigCommerce.
Bulk import: Bulk upload stock levels and values using a template.
Manual entry: Add stock directly via stock adjustments, ideal for small updates.

Step 7: Count your stock and go live!

Once your inventory is set up, use stocktake to verify actual stock levels and correct discrepancies. When you're done, Katana will automatically create a stock adjustment. You can count items manually or use barcode scanning and track differences between expected and counted stock.

Performing a stocktake

Now that your core setup is complete, use our post-launch guide to review key areas like inventory accuracy, workflow performance, and team usage.