Need a physical copy of a sales order (SO) or packing list? Katana makes it easy to print or save them as PDFs using five pre-designed templates.
Note: Packing lists will not include service items as they are non-physical and do not require picking or shipping.
Available print templates
Katana offers five print templates for SOs. Each serves a specific purpose:
1. Sales order
Includes all SO card details except Sales item and Ingredient statuses.
Includes address and tracking info.
2. Sales order with statuses
Same as the standard Sales Order, but also includes statuses for Sales items and Ingredients.
3. Packing list
Lists all items and their quantities.
Includes SO number, customer name, delivery deadline, address, and tracking info.
Excludes service items.
4. Packing list with tracing data
Same as the standard Packing List, but includes batch or serial number tracking.
Items are sorted alphabetically by their default storage bin name for easier picking.
5. Sales order without discounts
Includes all SO details except discount info and item/ingredient statuses.
Also includes address and tracking info.
All printouts include your company’s legal name and address in the footer.
Customizing print templates
Want to personalize your templates? Katana offers a flexible PDF Editor that allows you to:
Add logos, branding, and custom fields.
Adjust layout, structure, and design.
Insert special components like barcodes or QR codes.
How to print a SO or packing list
Open a SO in Katana.
Click the Print icon in the top-right corner.
From the dropdown, select a template (e.g., packing list, SO with statuses).
Choose to print or save as PDF.
How to bulk print SOs or packing lists
Navigate to the Sell screen:
Select SOs:
Check the boxes next to the SOs you want to print.
Initiate printing:
Click the Print button located at the top-right corner.
From the dropdown menu, select a template:
Generate and save/print PDF:
A PDF containing the selected SOs will open in a new window, with each order on a separate page.
You can then choose to print the document or save it as a PDF.
Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]