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Sales
This section deals with everything related to Sales
23 articles in this collection
Written by
Dayvid Lorbiecke
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
Quotes
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
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