Organize and track inventory across multiple warehouses, stores, or production sites with Katana’s location management feature.
Why create locations?
Creating multiple locations helps you:
Track stock levels independently at each warehouse, retail store, or fulfillment center.
Streamline stock control and make transfers easier.
Manage separate Sales, Make, and Buy lists per location.
Improve reporting and order management by assigning transactions to the correct location.
Steps to create a new location
Go to Settings (top-right dropdown menu) and select Locations.
Click + Add new row below the Locations table.
Enter the following details:
Location name → the internal name you’ll see in Katana.
Legal name → used for official documents (e.g., purchase orders).
Address → appears as the Ship to address on PO printouts.
Choose whether this location is used to:
Make → manufacture products here.
Sell → fulfill sales orders from here.
Buy → receive purchase orders here.
(The location will only appear in the order selectors that match your choices.)
Specify which users can see this location (if you have the permission):
What happens after creation?
Once your new location is added, you can:
Track stock at that location from the Stock screen.
Assign orders (SOs, MOs, POs) to the location.
Manage independent order lists and schedules for each location.
Use stock transfers to move inventory between locations.
Important notes
The Main location (the first one created) cannot be deleted.
You can rename the Main location if needed, but it must always exist.
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