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
Go to Buy screen → Suppliers tab.
Click + Supplier at the top right of the screen.
A new Supplier card will open.
Fill in the following details:
Company Name (required)
Email – Used as the default contact when sending POs.
Additional emails - Allows you to add more emails for a supplier
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:
In the Supplier field, start typing the company name.
If no match appears, click Create new "Supplier Name" or press Enter.
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.
Adding suppliers through Assisted import
Assisted import is an AI-powered data import tool that allows you to quickly add customers (and more) by uploading your own spreadsheets (CSV, XLSX, or XLS) without having to use a pre-defined template.
The AI will automatically map your spreadsheet's column headers to Katana fields, validate the data, and flag potential errors so you can fix them before import.
Editing supplier details
Navigate to the Buy screen → Suppliers tab.
Click on the supplier’s name to open their card.
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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