Contacts
Learn how to create, edit and manage Contacts and Suppliers in Katana
How to create a customerEasily add new customers with detailed contact, discount, and address info.
Editing a customerUpdate customer details in Katana with ease, ensuring sales orders always reflect the latest information.
Deleting a customerQuickly and safely delete customer profiles in Katana (individually or in bulk), to keep your contact list up-to-date.
Managing customer addressesEfficiently manage customer addresses in Katana for billing and shipping, ensuring accurate deliveries and invoicing.
Managing customer discountsEasily manage and apply customer discounts in Katana, from setting rates on customer cards to order adjustments.
How to create a supplierA quick guide to adding new suppliers in Katana to streamline PO and OPO creation.
Editing suppliersEasily update supplier info in Katana: contact details, and more, which automatically syncs across related POs and OPOs.
Deleting suppliersLearn how to quickly delete suppliers in Katana, ensuring your database remains current and free of duplicates.