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How to create, edit, and delete Operation names

Operations help you to define specific steps in completing a product

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over a week ago

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:

  1. Navigate to the Items screen and select a product (ensure that Make is checked under Usability).

    Screenshot highlighting the items screen

  2. Open the Production operations tab.

    Screenshot highlighting the production operations tab of a product card

  3. In the Operation field, type the new name (e.g., “Laser Cutting”).

    Adding an operation into production operations

  4. Press Enter or select Create new "operation" from the dropdown.

  5. 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:

  1. Go to SettingsOperations.

  2. 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

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