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Adding company information

Set up your company details in Katana to accurately display them on purchase and sales orders.

Written by David Lorbiecke
Updated today

Add your company's legal name and address in Katana, so they appear on purchase orders for your suppliers.


Adding an address and legal name for your company

  1. Click on the account name in the top corner of the screen and select Company.

  2. On the following Company screen, you can add your information.

    The company's data information in Katana

Display name - account name displayed inside Katana.
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Legal name - the legal name of your company that will be displayed on Purchase orders and Sales orders if they're printed or saved as a PDF.
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Legal address - company address that will be displayed on Purchase orders and Sales orders if they're printed or saved as a PDF.


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