Katana allows you to easily edit product details directly from the product card or in bulk from the Items screen. Whether updating product names, categories, sales or purchase prices, or managing batch tracking and SKUs, this guide ensures your product information is always current and accurate, enhancing your inventory management and sales processes.
Editing a single Product
Editing a product can be done on the product card, but there's no "Edit" button, simply make changes, and they'll save automatically. You will see All changes saved at the top right-hand corner of the product card.
Navigate to the Items screen > Products table and click on the product you want to edit.
Edit a field and the changes are automatically saved.
On the product card, you can edit the following areas:
General Info - Product name, Category, Make and/or Buy options, Batch tracking, Unit of Measure, Variant codes / SKU, Variants, Sales prices, Purchase prices, Default storage bin, Default supplier.
Product Recipe - Ingredients, Quantities
Production Operations - Operation steps, Resources, Cost per hour, Time/duration
Note: Changing a product recipe or operations won't automatically change them on an existing Manufacturing order (MO). When a recipe or operations for a product is updated, you'll find a notification at the bottom of the screen when opening an existing MO for the product. Click Refresh in the notification to apply the changes to the MO.
Editing a Product's sales price
Editing the Sales price on the product card will change the default sales price added to new sales orders and how it's shown in the product and inventory lists. Existing sales orders will not be changed.
Product sales prices can be changed on sales orders, but this doesn't affect the default Sales price on the product card.
Editing Products in bulk
You can edit products edit the Category, Custom field collection, and Sales price of products in bulk from the Items screen > Products table.
Bulk updating Products
Category - you'll need to choose an existing Category from a dropdown menu, you can't create a new Category when bulk updating.
Custom field collection - if you're using custom fields for items, you can bulk change the collection, but you need to choose an already existing collection.
Sales price - sales prices can be updated using 3 different adjustment methods. Either bulk updating the product's by adding a new price, bulk updating by Percentage amount or by a Flat amount.
Additional Product bulk updating
For any additional types of product bulk updating (such as editing Variant codes / SKU for products in bulk), you'll need to export/import your products.
Learn more about updating products in bulk.
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