Katana

Set up and manage price lists (pricelists) in Katana, linking items and customers for tailored pricing.

Price lists: setup, adding items, and connecting customers

See how Katana applies price lists to sales orders for optimal pricing strategies

How price lists on sales orders (SOs) work

Update price lists in Katana to ensure current pricing and item offerings.

Updating a price list

David Lorbiecke

Price lists

Go to Katana

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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