In Katana, you can print a sales order (SO) using five different pre-made templates. You can also save each template as a PDF.
Note: Packing lists won't include service items as they're non-physical items.
Five pre-made templates
Sales order - includes all data displayed on an SO card except Sales items and Ingredients statuses. Also includes all address and tracking information.
Sales order with statuses - includes all data displayed on an SO card, including Sales items and Ingredients statuses.
Packing list - includes the list of items on the SO with quantities, including the SO #, customer name, and delivery deadline. Also includes all address and tracking information.
Packing list with tracing data - in addition to the info on the Packing list there is tracing data (Batch or Serial numbers) which is ordered alphabetically by the Default storage bin name for more efficient picking.
Sales order without discounts - includes all data displayed on an SO card except statuses for Sales items and Ingredients and discount information. Also includes all address and tracking information.
All printouts will include your company's legal name and address in the footer.
To customize the print template, Katana offers a flexible PDF Editor that allows full customization of the design, data fields, and special components (barcodes, images, logos). See how to create your own print templates.
Printing a SO or Packing list
Open the SO card.
Click on the Print icon in the top corner.
Select a print template from the dropdown menu.
Print the order or save it as a PDF.
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