Items
Everything you need to know about Items, Variants, and Product Recipes
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.
Product vs Material vs ServiceUnderstand 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.
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 variantsEasily import new products and variants into Katana using comprehensive templates.
How to import materials and variantsImport 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
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.
Updating product recipes / BOMs in bulkUpdate multiple product recipes to streamline production processes.
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.