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How to create a supplier

A quick guide to adding new suppliers in Katana to streamline PO and OPO creation.

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over 2 months ago

Add new suppliers to Katana to streamline your purchasing process — including purchase orders (POs) and outsourced purchase orders (OPOs). This guide walks you through creating and managing supplier profiles efficiently.


Why create suppliers?

When a supplier is saved in Katana, it becomes available for selection when creating POs and OPOs. You’ll save time on manual entry and ensure accurate documentation.


Creating a supplier

  1. Go to Buy screen → Suppliers tab.

  2. Click + Supplier at the top right of the screen.

    Screenshot showing the + Supplier button on the Suppliers tab

  3. A new Supplier card will open.

    Example of the supplier card

    Fill in the following details:

    • Company Name (required)

    • Email – Used as the default contact when sending POs.

    • Phone Number – Appears on PO PDFs.

    • Address – Also visible on PO PDFs.

    • Comment – Internal notes for your team.

    • Currency – Select a purchasing currency for this supplier.


Adding suppliers while creating orders

You can also create suppliers on the fly when creating a PO or OPO:

Screenshot showing how to create a supplier directly on a PO
  1. In the Supplier field, start typing the company name.

  2. If no match appears, click Create new "Supplier Name" or press Enter.

  3. This adds the new supplier to your Contacts and saves it to the order.

This quick-add method also works when creating POs from the manufacturing order card or Inventory tab.


Editing supplier details

  1. Navigate to the Buy screen → Suppliers tab.

  2. Click on the supplier’s name to open their card.

  3. Edit any of the following:

    • Email address

    • Phone number

    • Company address

    • Internal comments

Changes are saved automatically.


Notes

  • All supplier details appear on the generated PDF documents for POs and OPOs.

  • Editing a supplier will affect all future transactions, but not past documents.


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