Katana

If you have several sales orders to add to Katana, try using the Katana extension to import them into your account more easily.

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Download the <a href="https://chromewebstore.google.com/detail/katana-extension-library/domhgmndjejcmajmidagfmaieeldhibn?pli=1" rel="nofollow noopener noreferrer" target="_blank">Chrome extension</a>.

From the link, click <b>Add to Chrome</b> (requires the Chrome web browser).

After you've finished installing, return to Katana and open the <a href="https://support.katanamrp.com/en/articles/5914223-how-to-use-the-sell-screen">Sell screen</a>.

Open the Katana extension and you'll see an option to upload a file for sales orders. 

Review the details and scroll to the bottom. If everything is correct, you can create a sales order(s) or quote(s).

1. Download the <a href="https://chromewebstore.google.com/detail/katana-extension-library/domhgmndjejcmajmidagfmaieeldhibn?pli=1" rel="nofollow noopener noreferrer" target="_blank">Chrome extension</a>.

2. From the link, click <b>Add to Chrome</b> (requires the Chrome web browser).
    
3. After you've finished installing, return to Katana and open the <a href="https://support.katanamrp.com/en/articles/5914223-how-to-use-the-sell-screen">Sell screen</a>.
    
4. Open the Katana extension and you'll see an option to upload a file for sales orders. 
    
   
    
5. Review the details and scroll to the bottom. If everything is correct, you can create a sales order(s) or quote(s).

Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: <a href="mailto:support@katanamrp.com" rel="nofollow noopener noreferrer" target="_blank">support@katanamrp.com</a>

If you need to bulk add sales orders to Katana, you can do so via a useful extension.

How to import sales orders via Katana extension

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How to import sales orders via Katana extension

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