Sales

Using the Sell screen

An overview of the value of the Sell screen

Written by Dayvid Lorbiecke
Updated over a week ago

Creating a Sales Order

What to know when creating a new Sales Order

Written by Dayvid Lorbiecke
Updated over a week ago

Managing Sales Order priority

How Sales Order priority works in the Sell screen

Written by Dayvid Lorbiecke
Updated over a week ago

Sales items availability

Understanding Sales items availability statuses

Written by Dayvid Lorbiecke
Updated over a week ago

Sales Order Delivery statuses

Learn about the different delivery statuses

Written by Dayvid Lorbiecke
Updated over a week ago

Video: Sales Items and Ingredients Availability

This video explains how the Sales Items Availability and Ingredients Availability statuses for orders work in Katana.

Written by Dayvid Lorbiecke
Updated over a week ago

Delivering a Sales Order

How do you go about delivering a Sales Order

Written by Dayvid Lorbiecke
Updated over a week ago

Partially deliver a Sales Order with MTO

Handling situations when you can't fully complete an order

Written by Dayvid Lorbiecke
Updated over a week ago

Duplicating a Sales Order

Save time by duplicating similar orders

Written by Dayvid Lorbiecke
Updated over a week ago

Reverting a Sales Order from Done to Open

How to change a completed Sales Order back to Open status

Written by Dayvid Lorbiecke
Updated over a week ago

Exporting a Sales Order

Easily export your Sales Orders to .xlsx or .csv file

Written by Dayvid Lorbiecke
Updated over a week ago

Deleting a Sales Order

How to remove a Sales Order

Written by Dayvid Lorbiecke
Updated over a week ago

Changing Locations on Sales Orders

Change the warehouse connected to a Sales Order

Written by Dayvid Lorbiecke
Updated over a week ago

Managing bundles

How to create and sell bundles in Katana.

Written by Dayvid Lorbiecke
Updated over a week ago

Creating a Quote

General guidelines for creating a Quote in Katana

Written by Dayvid Lorbiecke
Updated over a week ago

Managing Quotes

How to handle all of your Quotes

Written by Dayvid Lorbiecke
Updated over a week ago

Confirming a Quote

How do you confirm a Quote when you're ready?

Written by Dayvid Lorbiecke
Updated over a week ago

Revert a Sales Order to a Quote

How to bring a Sales Order back to a Quote

Written by Dayvid Lorbiecke
Updated over a week ago

Shipping overview

An overview of the shipping workflows available in Katana

Written by Dayvid Lorbiecke
Updated over a week ago

Integrated shipping workflows

Take advantage of our open API to integrate with shipping platforms

Written by Dayvid Lorbiecke
Updated yesterday

Managing shipping/billing addresses on Sales Orders

How to go about adding and editing addresses on Sales Orders

Written by Dayvid Lorbiecke
Updated over a week ago

Adding tracking info to a Sales Order

Learn how to add order tracking information directly into Katana

Written by Dayvid Lorbiecke
Updated yesterday

Managing order fulfillment with Shipstation, Katana, and Shopify/WooCommerce

The order fulfillment workflow for Shipstation users who sell products on either Shopify or WooCommerce e-commerce platforms.

Written by Dayvid Lorbiecke
Updated over a week ago