Adding tracking information to sales orders in Katana enhances the transparency and efficiency of the shipping process. This guide covers how to insert tracking numbers and URLs directly into sales orders, facilitating easy monitoring of shipment statuses.
Tracking information is added during the shipping process once labels have been printed and assigned.
Katana supports adding a shipping partner's tracking number and online tracking URL directly to a sales order (SO).
Note: In order to help automate your shipping workflows, Katana supports tracking information via our public API to be used to integrate with external shipping platforms.
Adding tracking info to a sales order
Open Katana and create a SO or open an existing one.
Click on the Tracking info field to add or edit info.
Click on the field to open a pop-up window where you can add:
Tracking number - shipment tracking number you received from a carrier
Tracking link - link to online tracking data about the shipment
Carrier - Add what service carrier is being used (i.e. USPS, FedEx)
Method - Allows you to add they type of shipping and/or way the order is shipped
Click OK once you have entered the info.
After you've added the URL you can open the link by clicking on the tracking number.
Once the tracking number is added you can print out the packing list and deliver your shipment.
NOTE: The tracking number is barcode readable on the printout template which makes it easier for external partners to identify the shipment.
Additional info about Tracking Numbers
Tracking numbers in Katana can be any number-text combination
A Tracking URL needs a URL address, such as "www.katanamrp.com" or "https://katanamrp.com/"
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