Getting started
Use this section if you're new to Katana or want a refresher on some basics
By David1 author13 articles
- Familiarizing yourself: A setup and implementation guideThis guide provides a comprehensive overview for new users to add products, materials, and set up their Katana environment efficiently.
- Manufacturers: Getting started guideSet up materials, recipes, and production operations. Manage MTO and MTS workflows, track inventory, and run internal production.
- Resellers: Getting started guide
- Outsourced manufacturing: Getting started guideSetup your items, outsourced workflows, integrations, and inventory
- Understanding the basics of each Katana screenThis optimized guide introduces the primary screens within the Katana platform, including Sell, Make, Buy, Stock, and Items screens.
- Basics of Inventory ManagementStock tracking, optimize levels with real-time updates, and understand safety stock level for efficient production and purchasing decisions.
- Understanding order prioritiesLearn how to prioritize orders in Katana for sales, manufacturing, and outsourcing, ensuring operational flexibility and efficiency.
- Workflow basics (for manufacturers)The essentials of workflows in Katana: Setting up processes, tracking progress, and managing resources efficiently for smoother operations.
- Workflow basics (for non-manufacturers)
- Make-to-Order workflow (for manufacturers)Streamline make-to-order processes in Katana, from sales orders to production and delivery, ensuring efficiency and customer satisfaction.
- Make-to-Stock workflow (for manufacturers)Help on building a workflow for Make-to-Stock
- Adding company informationSet up your company details in Katana to accurately display them on purchase and sales orders.
- Additional help using KatanaIf you haven't found what you're looking for here, you can always reach out to our support team.