Basics of Katana screens
This article explains the purpose and value of Katana screens. It is part of the Basics of Katana series of articles that are recommended if you are just starting with Katana.
Katana is a Smart Workshop Software for makers, crafters, and small manufacturers. Katana enables running a workshop in a smart way, ensure efficient sales order fulfillment, control the inventory for products and raw materials, and manage the production on the shop floor.
To reduce manual work and ensure a smooth flow of data in your business, we have integrated Katana with accounting software, e-commerce platforms, and marketplaces. Check our integrations for more information.
This screen lists all your Sales Orders. Sales Orders can be synced from your e-commerce channels (e.g. Shopify) or created manually in Katana.
"Sell" screen gives you an overview of the status of all Sales Orders and enables taking necessary action to ensure smooth sales order fulfillment. Click on each Sales Order to open a more detailed view.
You can track the Product Availability, Material Availability and manage the Delivery status for orders. If you do not have enough products in stock to fulfill a Sales Order, you can track the availability of required materials and create tasks for the production to make the required products, all directly from the "Sell" screen.
Read more about Using the "Sell" screen and Creating a new Sales Order.
This is where you manage your production activities, scheduling, and planning. This screen lists all your Manufacturing Orders. Understand the Material Availability and requirements for your production, keep track of the Production status of each order. Create a production plan by setting the priorities of orders with an easy drag-and-drop interface.
Products in Katana can be either Made to Order or Made to Stock. Manufacturing Orders that are making to order are linked to specific Sales Orders. If you are making products to stock, then those make-to-stock Manufacturing Orders are not linked directly to any Sales Orders.
Read more about Using the Schedule and Creating a new Manufacturing Order.
This section lists all your Purchase Orders to your suppliers. You can purchase both raw materials and finished products from suppliers. The "Buy" screen enables tracking the status of all Purchase Orders.
Read more about Creating a new Purchase Order.
The "Stock" screen in Katana shows your Inventory list including all Products and Materials at a Variant level. This is the main screen for you to keep track of your stock, analyze your stock levels and initiate necessary actions (create Purchase or Manufacturing Orders).
Stock in Katana is real-time and completely automatic as your purchasing, production and sales activities trigger stock movements automatically.
You can conveniently see the Value of your stock in hand, quantities In Stock, Committed to Sales or Manufacturing Orders, Expected from the suppliers or manufacturing, and whether you have too much or too little inventory considering your Reorder Points.
"Items" screen in Katana lists all your Products and Materials. Each item has a comprehensive item card with relevant information like Name, Category, Variants, Variant codes, Sales Prices or Purchase Prices, and Reorder Points. You can also access your Product Recipes and Production Operations for your Products in this screen. You can analyze cost prices and profit margins for all your Product Variants.
Items can be used on Sales Orders, Manufacturing Orders, Purchase Orders, and Stock Adjustments. Let's be honest, you cannot do much in Katana without any Products or Materials.
Read more about the Items, Creating Products and Creating Materials.
Manage the list of all your Customers and Suppliers in this screen. Add e-mail addresses, phone numbers and any comments to your contacts. Use this information on Sales and Purchase Orders or manage the contact information of your Customers and Suppliers all in one place.
This is where you change the basic settings for your account: change the base currency, edit Unit of Measures, Tax rates, Categories, Operations, and Resources.
In this section, you can also integrate Katana with other services like Shopify e-commerce platform or QuickBooks accounting.
Data import in "Settings" screen enables getting your Products and Materials into Katana using our importing template.
If you are looking to give a fresh start to your Katana account, you can clear all data from the account from the "Settings" screen.
By clicking on your account and username, you can invite new team member to your Katana account, access your subscription details and log out from Katana.