Sales

Using the Sell screen

An overview of the value of the Sell screen

Written by Dayvid Lorbiecke
Updated this week

Creating a Sales Order

What to know when creating a new Sales Order

Written by Dayvid Lorbiecke
Updated this week

Managing Sales Order priority

How Sales Order priority works in the Sell screen

Written by Dayvid Lorbiecke
Updated this week

Sales items availability

Understanding Sales items availability statuses

Written by Dayvid Lorbiecke
Updated this week

Sales Order Delivery statuses

Learn about the different delivery statuses

Written by Dayvid Lorbiecke
Updated today

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 this week

Partially deliver a Sales Order

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 today

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 this week

Managing bundles

How to create and sell bundles in Katana.

Written by Dayvid Lorbiecke
Updated this week

Creating a Quote

General guidelines for creating a Quote in Katana

Written by Dayvid Lorbiecke
Updated this week

Managing Quotes

How to handle all of your Quotes

Written by Dayvid Lorbiecke
Updated this week

Confirming a Quote

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

Written by Dayvid Lorbiecke
Updated this week

Revert a Sales Order to a Quote

How to bring a Sales Order back to a Quote

Written by Dayvid Lorbiecke
Updated this week

Shipping overview

An overview of the shipping workflows available in Katana

Written by Dayvid Lorbiecke
Updated over a week ago

Integrated shipping workflows

Written by Dayvid Lorbiecke
Updated over a week ago

Managing shipping/billing addresses on Sales Orders

How to go about adding and editing addresses on Sales Orders

Written by Dayvid Lorbiecke
Updated this week

Adding tracking info to a Sales Order

Written by Dayvid Lorbiecke
Updated this week

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 this week