Congratulations on launching Katana! This guide is designed for resellers who’ve completed the self-onboarding path and want to ensure their setup is optimized for smooth day-to-day operations.
Use this guide to review your setup, avoid common inventory and fulfillment issues, and unlock more value as your business scales.
✅ Post-launch checklist
Before moving forward, double-check that your core setup is complete:
Set up general settings (base currency, tax rates, locations)
Added all resale products (and any materials you also sell)
Verified each product is marked with Buy and Sell usability and Make is unchecked
Tested core workflows (sales → purchasing → fulfillment)
Entered starting inventory via import, stock adjustment, or ecommerce sync
Connected key integrations (ecommerce, accounting)
Added your team and set appropriate user permissions
Need a refresher? Revisit your implementation path for resellers before continuing.
📌 Key areas to review after launch
1. Stock costs
Ensure your incoming stock costs are recorded accurately, whether via purchase orders, stock adjustments, or spreadsheet imports.
Katana uses the moving average cost method, so each new stock entry directly impacts your product valuation. Keeping costs up to date gives you a clear picture of margins, supports smarter pricing decisions.
2. Order sync & fulfillment
Check that your connected sales channels (e.g. Shopify, WooCommerce, BigCommerce, or marketplaces via Extensiv (Amazon, eBay, Walmart) are syncing smoothly with Katana.
Make sure that sales orders are pulling in as expected, stock levels reflect product availability, and fulfillment statuses are updating. This ensures accurate inventory and a reliable fulfillment process for your customers.
3. Managing negative stock
If stock drops below zero, it usually means something happened out of sequence, like selling or using items before they were received. Go to the Stock screen, click the item, and open Inventory Intel to trace what’s missing.
4. Stock adjustments vs. Stocktakes
Use the right tool for inventory corrections:
Stock adjustments are for quick fixes like breakage or minor discrepancies. Make them manually or in bulk using the ‘Update stock levels and values’ template.
Stocktakes are for scheduled inventory checks across items or locations to catch larger gaps and keep records accurate.
5. Adding new items
Whether you're expanding your catalog, introducing seasonal items, add new products as your business grows.
Add items manually for quick changes, or use import templates to save time when updating multiple SKUs. Be sure to review product usability, pricing, and supplier info to keep inventory and purchasing accurate from the start.
6. Keeping products and stock up to date
As your business evolves, it’s important to keep product and inventory data up to date. Use Katana’s import templates to modify sales prices, bin locations, default suppliers, and more, without editing each item individually.
Set safety stock levels on your top-selling items to trigger timely restocking. Katana flags items that fall below these levels, so you can reorder before stock runs out.
7. Invoice and billing flows (if accounting is integrated)
Ensure that invoices and bills are syncing into your accounting system for better financial visibility.
8. Team management
Make sure your team has the right access, whether they’re receiving deliveries, managing inventory, or fulfilling orders. Set clear user permissions to keep everything running smoothly.
9. Managing discontinued or seasonal items
Use archiving to hide products you no longer sell, without deleting them. Archived items can’t be added to new orders but stay visible in past records and reports. You can archive or unarchive items individually or in bulk. Historical stock data stays accessible via the Stock screen.
10. Handling returns
Katana makes it easy to manage customer returns linked to the original sales order, with options to restock items and track refunds. Navigate to the Returns tab on the Sell screen to receive, inspect, and restock returned products. Returns from Shopify can sync automatically, including item details and reasons.
11. Sales & purchasing performance
Keep a pulse on what’s selling, what’s not, and where your margins are strongest using Sales insights. Spot trends across channels, track top-performing SKUs, and make informed decisions on pricing and stock levels.
With Purchasing insights, evaluate supplier reliability, lead times, and purchasing patterns. This helps you avoid delays, reduce overstocking, and optimize your restocking strategy for fast-moving or seasonal items.
🔗 Additional Resources
Katana implementation guides