In Katana, printing is available in PDF format for all documents (Sales orders, Manufacturing orders, etc). These printouts are used to either send orders to external partners (vendors, customers) or for internal use to hand out tasks in production.
Printing 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 a quote to a customer.
You'll find different printing options within the print dropdown that open from the print icon throughout Katana:
Quotes - a template for Quotes.
Sales order - templates for Packing lists, Packing list with tracing data, standard Sales orders and Sales orders with Status formats.
Purchase order - templates for RFQ, Purchase orders, and Put-away lists.
Manufacturing order - templates for Manufacturing order (with/without costs), a note taking format, a single pick list, (with tracing data), or consolidated pick list, (with tracing data), for MO's.
Tasks - a template for a task list.
Batch tracking has templates for the barcode labels of batch stock
Inventory has templates for the barcode labels of items
Customizing print templates
Users on a Standard, Professional, or Professional Plus plan can use any of the existing base templates to create custom templates for their own use.
Customization provides flexibility to adjust the printouts to the needs of your workflows. Find out about the basics of custom print templates and how to add editable fields.
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.