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Basics of PDF printing

Printing in Katana is available for all documents in PDF format

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated this week

In Katana, you can print documents such as Sales Orders, Purchase Orders, and Manufacturing Orders in PDF format. These documents can be shared with external partners (vendors, customers) or used internally for production and warehouse tasks.


Printing a PDF in Katana

Katana offers predesigned templates for each document type. You’ll find print options by clicking the print icon from various modules (e.g., Sales, Make, Buy, Inventory).

Available template types

Depending on the document type, you’ll see a dropdown with templates like:


Managing your print menu

Print templates dropdown menu

You can show, hide, or reorder templates in the print dropdowns for easier access to frequently used formats.

Tip: If nothing happens after selecting a template, your browser may be blocking pop-ups. Disable any pop-up blockers and try again.


Customizing print templates

If you're on the Standard, Professional, or Professional Plus plan, you can customize templates using Katana’s built-in editor powered by PDF Generator API.

Customization lets you:

  • Add your own branding

  • Edit fields or rearrange data

  • Adapt templates to suit your workflow

Need help with template setup? Reach out to Katana support or explore our guides for using PDF Generator.


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