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How to use the Sell screen
How to use the Sell screen

Navigate Katana's Sell screen with ease: manage sales orders, track inventory, and update customer details efficiently.

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

The Sell screen is your central hub for managing sales orders and customer information. It allows you to track product availability, update delivery statuses, and prioritize orders to align with your production schedule.

The Sell screen has 2 tabs. The Sales orders tab gives you a clear overview of the status of each sales order (SO) and the Quotes tab lists all of your quotes.

Sales orders

From the Sell screen > Sales orders tab, you can see the availability of sales items and ingredients, the status of related production tasks, and the delivery status.

You can easily schedule new production tasks and manage the priorities for your workshop from this screen.

Katana's sell screen

Key elements of the Sell screen

A lot of important information can be found here including some specific areas you can focus on.

Sales items statuses on the Sell screen
Ingredients availability statuses on the sell screen
Shows the ability to quickly create manufacturing orders where needed
Delivery statuses on the sell screen
  • Various filtering of Sales orders such as by Location

    Highlights the option to choose different locations on the Sell screen

Important: On the Sell screen, sales orders are numbered and listed in rows according to their priority

Sales order tables: Open / Done

Changing a SO Delivery status to Delivered automatically moves it to the Done table on the Sales order tab. A SO moves back to the Open table if the status is changed back to a previous status.

The Profit column of each SO is shown in the Done table. The number is based on the Sales Price of products sold and their Average Cost in your Stock at the time of sale (depends on the Manufacturing Cost of those products based on the Product recipe and Production operations for the products).

Use filters to see the Profit for a specific period or for a particular customer.

Quotes tab

Quotes are listed under the Quotes tab in the Sell screen.

Quotes tab selected for the Sell screen

Quotes allow you to create a price offer for a customer before a confirmed SO.

The main difference between a SO and a Quote is that a Quote doesn't create a Stock commitment.

Once a quote is confirmed by a customer, you can turn the quote into a SO, and the items on the order will start participating in Stock bookings.

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