Step 1 - Enable variants
You can enable variants for a product or material by clicking on "Yes, this product/material has multiple variants" on a product or material card. A Variants Configuration will open.
Step 2 - Create Variant Options and Option Values
You can either create a new variant structure or copy an existing variants structure from another product or material.
To create a new variant structure, you need to enter:
Variant Options - the attributes of the product or material. E.g. color, size, type. You can enter up to 10 Variant Options.
Option Values - the values of a Variant Option. E.g. if you have 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/material variants".
To copy the variant structure from another product or material, click on the "Copy variant setup from..." button 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 are auto-generated
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 be auto-generated only 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 be applied 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 this 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.
You can manually add new variant items by clicking on "+ Add new row" button 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 in Katana. All those fields are optional.
Editing Variant Options and Values
You can edit Variant Options and Values for a product or material by clicking on "Open configuration..." for variants on the item card.
If you delete an existing Variant Value in variant configuration, a blank field will be displayed for variant items that were previously using this Variant Value.
If you delete an existing Variant Option together 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 select to copy a Product Recipe from another product. If the variant structure of products is different, Katana will ask you whether you wish to copy the other product's variant structure together with the Product Recipe. You can choose to copy the variant structure from the other product to quickly match the current product's variant structure with the other product's variant structure.
You can also import product and material variants using our XLS templates. Read more about importing product variants and importing material variants.