Creating variants

There are four steps to creating variants

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over a week ago

Step 1:

Enable variants

You can enable variants for a product or material by clicking Yes, this product/material has multiple variants on a product or material card and opening the Variant configuration window.

Step 2

Create Variant options and Option values

You can create a variant structure or copy an existing variant structure from another product or material.

To create a new variant structure, you need to enter:

Variant options - Attributes of the product or material. E.g. color, size, type. You can enter up to ten Variant options.

Option values - Values of a Variant option. E.g. if you inserted "Color" as a Variant option, values might be "Red" and "Blue". You can enter up to 40 Variant values for each option.

Click Generate product (or material) variants.

To copy the variant structure from another product or material, click on Copy variant setup from... in the variant configuration window. Search for a product or material name to use as a template for the current item.

Step 3

Variant items auto-generate

Katana auto-generates items for all possible variant combinations. For example:

- You have defined "Color" as a Variant option with values "Black" and "White".

- You have defined "Size" as another Variant option with values "50 ml" and "100 ml".

- Katana generates 4 variant items: Black/50ml, Black/100ml, White/50ml, White/100ml.

Note: Variant items can only be auto-generated once for each product or material after completing the initial variant setup. You can later edit Variant options and Values, but those changes will not apply to the variant items list automatically.

Variant items can be seen at the bottom table of the product/material card. Variant options show as columns in the table, and Option values can be chosen from the drop-down menu in the text fields of those columns.

Each row represents one product or material variant. You can delete items for those variant combinations that you do not use. Click on the trash can icon at the end of a variant item line to delete a variant.

Manually add new variant items by clicking + Add new row below the table.

Step 4

Add more details for each variant item

For each variant, fill in the Variant code, Sales price or Purchase price. Reorder points for variants can be defined directly in the Stock screen. All these fields are optional.

Editing Variant options and Values

You can edit Variant options and Values for a product or material by clicking Open configuration... for variants on the item card.

If you delete a Variant value in the variant configuration, a blank field will be displayed for variant items that were previously using this Variant value.

If you delete a Variant option along with its values, the respective Variant option column will be removed from the variant items table.

Copying Product recipe with the variant structure

On the Product recipe page for a product, you can copy a Product recipe from another product. If the variant structure of products is different, Katana will ask whether you want to copy the other product's variant structure together with the Product recipe. You can copy the variant structure from the other product to quickly match the current product's variant structure with the other product's variant structure.

Importing variants

You can also import product and material variants using our XLS templates. Read more about importing product variants and importing material variants.

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