Katana

Create and manage quotes in Katana, converting them to sales orders upon confirmation.

How to create a quote

Master the process of creating and managing quotes in Katana, optimizing B2B and B2C sales

How to manage quotes

Learn how to confirm quotes in Katana, transitioning them into sales orders

How to confirm a quote

Export quotes to .xlsx or .csv formats for detailed product-level sales analysis.

How to export Quotes

Convert sales orders back to quotes, adjusting for revised needs or errors.

How to revert a sales order (SO) to a quote

Dayvid Lorbiecke

Quotes

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