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:
Quote template
Standard sales order
Sales order with status
Packing list
Packing list with tracing data
RFQ (Request for Quote)
Purchase order
Put-away list
MO with costs
MO without costs
Note-taking format
Single pick list (with/without tracing data)
Task list template
Inventory
Batch tracking
Barcode labels for batch stock
Inventory Items
Barcode labels for inventory
Managing your print 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
Learn more about custom print templates and editable fields.
Need help with template setup? Reach out to Katana support or explore our guides for using PDF Generator.
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