Katana lets you easily update supplier information like names, emails, and other contact details. Any changes made will automatically sync across related purchase orders (POs) and outsourced purchase orders (OPOs), ensuring consistency throughout your supply chain.
How to edit a supplier
Go to the Buy screen
From the top navigation bar, click on Buy.
Open the Suppliers tab
Select the Suppliers tab to see a list of all your existing suppliers.
This tab displays the full list of suppliers added to your Katana account.
Select a supplier
Click on the name of the supplier you want to update.
This opens the Supplier card, where all their information is stored.
Edit any field
Click on any field (name, email, phone, etc.) to make changes.
Changes are saved automatically.
Updates sync automatically
If the supplier is already used in purchase orders (POs) or outsourced purchase orders (OPOs), the new information will be immediately updated in those documents.
You don’t need to manually update each PO or OPO.
Notes
Make sure to double-check that any updates made are correct before leaving the Supplier card.
You cannot edit suppliers in bulk — changes must be made individually.
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