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

Bulk update the prices in price lists by importing price list data from a spreadsheet.

How to bulk update price list prices

David Lorbiecke

Price lists

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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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