Operation names define the specific steps required to manufacture a product. These steps — such as Cutting, Welding, or Packaging — make up the production operations for a product.
Operation names can be reused across products, helping you standardize workflows and save time.
Creating an operation name
You can add a new operation name directly from the product card:
Navigate to the Items screen and select a product (ensure that Make is checked under Usability).
Open the Production operations tab.
In the Operation field, type the new name (e.g., “Laser Cutting”).
Press Enter or select Create new "operation" from the dropdown.
The operation name will now be saved and available for use in other products.
Tip: Operation names created this way are automatically added to your saved list and available across all products.
Managing operation names
You can also manage all operation names centrally:
Go to Settings → Operations.
From here, you can:
Edit existing operation names
Delete unwanted operations
Reorder operations via drag-and-drop
The order you define here will appear in the dropdown list when assigning operations in product cards.
Why use saved operation names?
Standardize workflows across similar products
Save time by reusing existing steps
Improve reporting with consistent naming
Your feedback is always appreciated. Let us know your thoughts on this article or anything else in Katana that you'd like to see improved: support@katanamrp.com