Katana

Easily add new customers with detailed contact, discount, and address info.

How to create a customer

Update customer details in Katana with ease, ensuring sales orders always reflect the latest information.

How to edit a customer

Quickly and safely delete customer profiles in Katana (individually or in bulk), to keep your contact list up-to-date.

How to delete a customer

Easily manage and apply customer discounts in Katana, from setting rates on customer cards to order adjustments.

Managing customer discounts

Efficiently manage customer addresses in Katana for billing and shipping, ensuring accurate deliveries and invoicing.

Managing customer addresses

David Lorbiecke

Customers

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.