Sales
In this section you will find everything related to Sales
By David1 author41 articles
- 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.
- Delivering a sales order (SO)Learn to manage and update delivery statuses in Katana.
- 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.
- 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.
- How to troubleshoot common issues with sales orders (SOs)Tips for resolving some SO issues
- How to add stock from bins to sales orders (SOs)Choose stock from specific bins to reserve those items.
- Using custom fields on sales orders (SOs)
- How personalized tables workPersonalize the tables on the Sell and Stock screens so they show the columns and filters that matter to you.
- Advanced filtering and sortingLearn more about filtering and sorting on the Sell screen
- 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
- Price lists: setup, adding items, and connecting customersSet up and manage price lists (pricelists) 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