Getting started
Use this section if you're new to Katana or want a refresher on some basics
Familiarizing yourself with Katana: A getting started guideThis guide provides a comprehensive overview for new users to add products, materials, and set up their Katana environment efficiently.
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.
Workflow basicsThe essentials of workflows in Katana: Setting up processes, tracking progress, and managing resources efficiently for smoother operations.
Make-to-Order workflowStreamline make-to-order processes in Katana, from sales orders to production and delivery, ensuring efficiency and customer satisfaction.
Make-to-Stock workflowHelp on building a workflow for Make-to-Stock
Understanding order prioritiesLearn how to prioritize orders in Katana for sales, manufacturing, and outsourcing, ensuring operational flexibility and efficiency.
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.