Katana doesn’t have a Save button. All changes are saved automatically, so you don’t need to worry about losing your updates.
When your changes are saved, you’ll see “All changes saved” at the top right of the card (e.g. Product, Material, Sales order, Purchase order, or Manufacturing order).
Note: Changes are typically saved as soon as you move away from the field you edited.
Example 1: Creating a new product
Click the global + Create button and select + Product.
A blank product card opens.
The product will not be saved until all required fields are filled.
Once you complete the required fields, the product is saved automatically.
The “All changes saved” message will confirm your product is stored.
Important: If you leave the product card (close it, switch pages, or close the browser) before filling in all required fields, the product will not be saved.
Example 2: Creating or editing a product category
Open a product card (new or existing).
In the Category field, you can:
Select an existing category → it will be saved to the product once you click away from the field.
Type a new category name → this creates a new category and automatically assigns it to the product.
Editing categories
If you replace an existing category on a product card with a new value, the old category will remain in your category list.
Categories can only be deleted from the Settings > Categories list.
Key takeaways
Katana saves automatically — there is no Save button.
Look for “All changes saved” to confirm your updates are stored.
Orders and cards must have all required fields filled before they’re saved.
Contacts, suppliers, categories, etc save instantly when selected or typed.
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