Items
Everything you need to know about Items, Variants, and Product Recipes
By David and 1 other2 authors43 articles
- What is an item?Understand the concept of items in Katana, including their roles, types, and how they integrate into inventory management.
- What is a product?Learn what defines a product in Katana and how it integrates with inventory and production workflows.
- What is a material?Understand what materials are in Katana, including their roles in inventory and production processes.
- What is a service?Services in Katana streamline non-physical goods management like warranties or installations.
- The difference between Products, Materials, and ServicesUnderstand the key differences between products, materials, and services in Katana.
- How to create a product / product cardLearn how to create a product in Katana, including setting up details like SKU, price, and inventory levels.
- How to add products (non-manufacturers)Easily add products to Katana to get up and running.
- Managing products: edit, duplicate, and deleteEasily handle product maintenance in Katana.
- How to create a material / material cardCreate materials to track raw inputs for production, including details like SKU, cost, and inventory levels.
- Managing materials: edit, duplicate, and deleteEasily manage any changes you need to make to materials
- How to create a service / service cardCreate service items in Katana to manage non-inventory sales like installations or warranties
- Managing services: edit, duplicate, and deleteManage services in Katana: Learn to edit, duplicate, and delete services effectively.
- How to import products and variants via templateEasily import new products and variants into Katana using comprehensive templates.
- How to import materials and variants via templateImport materials and their variants into Katana for efficient data management and streamlined inventory tracking.
- How to update products and variants through importingEfficiently update existing products and variants in Katana using the bulk import feature.
- How to update materials and variants through importingUpdate materials and variants in Katana via import for efficient data management and accurate inventory control.
- How to disassemble a productDisassemble products to break down items into components for efficient inventory management and reuse.
- Material trackingTrack materials for accurate inventory management and efficient production processes.
- What is a category?Learn about categories in Katana and how they help organize products and materials for efficient inventory management.
- How to create categoriesCreate categories to organize products and materials, improving inventory management and data accessibility.
- Editing or deleting categoriesHow Edit or delete categories to maintain organized and up-to-date inventory structures easily.to edit and delete categories
- What is a variant code / SKU?Learn about variant codes / SKUs and how they are used to track individual product variants.
- Create, edit, and delete variant codes / SKUsCreate, edit, or delete variant codes / SKUs to manage and track individual product variations efficiently.
- Archiving a product, material, or serviceClear up unused items by archiving them so they don't get added to orders.
- Custom fields for itemsEnhance item data with custom fields to add detailed information for sales and production.
- Why is an item crossed out or showing [ARCHIVED]?Learn why items may appear crossed out on orders, stock adjustments, or transfers in Katana.
- Video: Tracking costs of products and materialsLearn how are costs calculated for products and materials in Katana
- How to use ABC classificationApply A,B,C tags to items/variants to help prioritize inventory planning.
- How to create default settings for itemsIf there are certain settings that you want all newly created items to have you, you can set them up from Settings.
- What is a variant?Understand what a variant is and how it helps manage different versions of products or materials efficiently.
- How to create variantsCreate product or material variants to track different attributes like size or color for effective inventory management.
- Editing and deleting variantsEdit/delete product or material variants to ensure accurate inventory management and data organization.
- Defining a variant's default storage binDefine default storage bins for product variants to streamline inventory organization and management.
- Understanding product recipes / BOMsUnderstand what a product recipe or bill of materials (BOM) is and how it’s used for manufacturing.
- How to create a product recipe / BOMCreate product recipes to detail components and quantities needed for manufacturing.
- Importing product recipes / BOMsImport product recipes to Katana to efficiently manage components and structure the manufacturing process.
- Exporting product recipes / BOMsExport product recipes / BOMs from Katana to spreadsheets for efficient data analysis and inventory management.
- Editing product recipes / BOMsEdit product recipes to update components and quantities.
- Creating product recipes for variantsCreate product recipes for variants in Katana, enhancing customization and production.
- Using subassemblies in product recipesUse subassemblies in Katana product recipes to efficiently manage and track component usage in complex manufacturing processes.
- Copying a product recipe to/from another productCopy product recipes from one product to another for efficient recipe management and consistency.
- Applying changes made to product recipes on open ordersApply changes made to product recipes on open orders to ensure accuracy and efficiency in production.
- Deleting product recipes / BOMsDelete product recipes to maintain an organized and updated list of manufacturing components and processes.