Quotes
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.