Sales
In this section you will find everything related to Sales
How to use the Sell screenNavigate Katana's Sell screen with ease: manage sales orders, track inventory, and update customer details efficiently.
How to create a sales order (SO)Creating sales orders: from manual entry to e-commerce sync, manage multi-channel sales effortlessly.
How to manage sales order (SO) prioritiesOptimize sales operations in Katana by managing order priorities to align with inventory and production schedules.
Sales item availabilityOptimize sales with Katana’s real-time product availability statuses for SOs
Understanding sales order delivery statusesTrack and manage delivery statuses in Katana for efficient sales order processing.
Partially delivering a sales order (SO) when Making-to-OrderEfficiently manage partial deliveries for Make-to-Order sales in Katana.
Duplicating a sales order (SO)Save time by duplicating similar orders
Reverting a sales order (SO) from Done to OpenEasily revert a Done sales order to Open to modify order details as needed.
How to export sales orders (SOs)Export sales orders to .xlsx or .csv formats for detailed product-level sales analysis.
How to delete a sales order (SO)Quickly and safely delete sales orders in Katana, freeing up inventory and resources.
Changing the location of sales orders (SOs)Change SO locations to update inventory statuses across multiple locations.
Delivering a sales order (SO)Learn to manage and update delivery statuses in Katana.
Managing bundlesStreamline sales and inventory management with Kits & Bundles: auto-assembly, potential stock calculations, and Shopify synchronization.
Adding discounts to sales ordersApply discounts on sales orders to manage pricing effectively across channels.
KAI (Katana's AI assistant)Kai makes creating sales orders and gathering useful insights easier than ever.
KAI's data protection, privacy, limitations, and FAQs
How to create a quoteCreate and manage quotes in Katana, converting them to sales orders upon confirmation.
How to manage quotesMaster the process of creating and managing quotes in Katana, optimizing B2B and B2C sales
How to confirm a quoteLearn how to confirm quotes in Katana, transitioning them into sales orders
How to export QuotesExport quotes to .xlsx or .csv formats for detailed product-level sales analysis.
How to revert a sales order (SO) to a quoteConvert sales orders back to quotes, adjusting for revised needs or errors.
Returns
Manage sales order returns, restocking, and syncing with integrations
Returns overviewCreate orders and handle restocking for whenever you have returns.
How to create and edit a return orderLearn about all the essentials when it comes to creating return orders
How to restock return ordersRestock returned orders after they have been received
Price lists: setup, adding items, and connecting customersSet up and manage price lists in Katana, linking items and customers for tailored pricing.
How price lists on sales orders (SOs) workSee how Katana applies price lists to sales orders for optimal pricing strategies
Updating a price listUpdate price lists in Katana to ensure current pricing and item offerings.
How to bulk update price list pricesBulk update the prices in price lists by importing price list data from a spreadsheet.
Customers
Info on the Customers section of Katana
How to create a customerEasily add new customers with detailed contact, discount, and address info.
How to edit a customerUpdate customer details in Katana with ease, ensuring sales orders always reflect the latest information.
How to delete a customerQuickly and safely delete customer profiles in Katana (individually or in bulk), to keep your contact list up-to-date.
Managing customer discountsEasily manage and apply customer discounts in Katana, from setting rates on customer cards to order adjustments.
Managing customer addressesEfficiently manage customer addresses in Katana for billing and shipping, ensuring accurate deliveries and invoicing.
Shipping overviewAn overview of the shipping workflows, from direct e-commerce to complex B2B setups, available in Katana
Managing sales order addressesLearn to manage shipping and billing addresses on sales orders in Katana.
Adding tracking info to a sales order (SO)Learn how to add order tracking information directly into Katana
Understanding shipping feesLearn how to apply, edit, and manage shipping fees on Katana sales orders.
Build custom API shipping workflowsTake advantage of our open API to integrate with shipping platforms