Efficiently managing shipment tracking is crucial for timely deliveries and customer satisfaction. Katana allows you to add tracking details directly to your sales orders (SOs), enhancing transparency and streamlining your shipping process.
How to add tracking information
Access the SO:
Open Katana and navigate to the Sell screen.
Create a new SO or open an existing one.
Open the Tracking info field:
Click on the Tracking info field within the sales order.
A pop-up window will appear for entering tracking details.
Enter tracking details:
Tracking number: Input the shipment tracking number provided by your carrier.
Tracking link: Paste the URL that leads to the online tracking information.
Carrier: Specify the shipping service used (e.g., USPS, FedEx).
Method: Indicate the shipping method or service level (e.g., Ground, Express).
Save the information:
Click Save to save the entered tracking details.
Access tracking information:
After saving, the tracking number becomes clickable, allowing you to open the tracking link in a new tab for real-time shipment updates.
Print packing list:
Once tracking information is added, you can print the packing list.
The tracking number will be included and is barcode-readable, facilitating easy scanning by external partners.
Automating tracking information via API
For businesses looking to automate their shipping workflows, Katana supports adding tracking information through its public API. This feature enables integration with external shipping platforms, allowing for seamless updates of tracking details within sales orders.
Additional notes
Tracking number format: Katana accepts any combination of numbers and letters for tracking numbers.
Tracking URL requirements: Ensure the tracking link is a valid URL, such as
https://www.carrierwebsite.com/track?number=123456789.
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