In Katana, printing is available for all documents (Sales orders, Manufacturing orders, etc) in PDF format. These are used to either send orders to external partners (vendors, customers) or for internal use to hand out tasks in production.

Where can I print a PDF in Katana?

There are multiple predesigned base templates in Katana for each document, and you can pick a relevant template for each. For example, sending a Purchase order or RFQ to a vendor or a Sales order, or quote to a customer.

You can find printing options from print menus that open from the print button icon throughout Katana:

Katana allows you to manually order and show/hide templates in print menus.

How can I customize print templates?

Users on an Advanced, Professional, or Enterprise subscription can use existing base templates to create custom templates for their own company use.

Customization provides wide flexibility to adjust the printouts to your needs in order to support your workflows. Please read further here on how to add your own look and feel on PDF templates.

Katana uses a third-party service PDF Generator API to allow customizations to templates. If you are stuck and need help setting up templates, please head here for support.

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