# Katana

> Help center for Katana

## Getting started

- [Familiarizing yourself: A setup and implementation guide](https://support.katanamrp.com/en/articles/5904221-familiarizing-yourself-a-setup-and-implementation-guide.md): This guide provides a comprehensive overview for new users to add products, materials, and set up their Katana environment efficiently.
- [Manufacturers: Getting started guide](https://support.katanamrp.com/en/articles/11774424-manufacturers-getting-started-guide.md): Set up materials, recipes, and production operations. Manage MTO and MTS workflows, track inventory, and run internal production.
- [Resellers: Getting started guide](https://support.katanamrp.com/en/articles/11774427-resellers-getting-started-guide.md)
- [Outsourced manufacturing: Getting started guide](https://support.katanamrp.com/en/articles/11774430-outsourced-manufacturing-getting-started-guide.md): Setup your items, outsourced workflows, integrations, and inventory
- [Understanding the basics of each Katana screen](https://support.katanamrp.com/en/articles/5908373-understanding-the-basics-of-each-katana-screen.md): This optimized guide introduces the primary screens within the Katana platform, including Sell, Make, Buy, Stock, and Items screens.
- [Basics of Inventory Management](https://support.katanamrp.com/en/articles/5908776-basics-of-inventory-management.md): Stock tracking, optimize levels with real-time updates, and understand safety stock level for efficient production and purchasing decisions.
- [Understanding order priorities](https://support.katanamrp.com/en/articles/5913596-understanding-order-priorities.md): Learn how to prioritize orders in Katana for sales, manufacturing, and outsourcing, ensuring operational flexibility and efficiency.
- [Workflow basics \(for manufacturers\)](https://support.katanamrp.com/en/articles/5908448-workflow-basics-for-manufacturers.md): The essentials of workflows in Katana: Setting up processes, tracking progress, and managing resources efficiently for smoother operations.
- [Workflow basics \(for non-manufacturers\)](https://support.katanamrp.com/en/articles/12802201-workflow-basics-for-non-manufacturers.md)
- [Make-to-Order workflow \(for manufacturers\)](https://support.katanamrp.com/en/articles/5908804-make-to-order-workflow-for-manufacturers.md): Streamline make-to-order processes in Katana, from sales orders to production and delivery, ensuring efficiency and customer satisfaction.
- [Make-to-Stock workflow \(for manufacturers\)](https://support.katanamrp.com/en/articles/5913360-make-to-stock-workflow-for-manufacturers.md): Help on building a workflow for Make-to-Stock
- [Adding company information](https://support.katanamrp.com/en/articles/5914080-adding-company-information.md): Set up your company details in Katana to accurately display them on purchase and sales orders.
- [Additional help using Katana](https://support.katanamrp.com/en/articles/5914112-additional-help-using-katana.md): If you haven't found what you're looking for here, you can always reach out to our support team.

## Tutorial videos

- [Video: How Katana works](https://support.katanamrp.com/en/articles/5968315-video-how-katana-works.md): Discover Katana’s features in an 8-minute video, showcasing efficient manufacturing and sales management.
- [KATANA VIDEO ACADEMY](https://support.katanamrp.com/en/articles/6120943-katana-video-academy.md): A comprehensive video catalog covering the main functionalities of Katana
- [Video: Full Katana Demo](https://support.katanamrp.com/en/articles/5968367-video-full-katana-demo.md): This 49 minute video covers Katana's main functionalities in detail.
- [Video: The Winning Formula for D2C Manufacturers](https://support.katanamrp.com/en/articles/5968361-video-the-winning-formula-for-d2c-manufacturers.md): Useful for manufactures using Shopify, WooCommerce, QuickBooks, or Xero
- [Video: Custom Make-to-Order Manufacturing Workflow](https://support.katanamrp.com/en/articles/5968360-video-custom-make-to-order-manufacturing-workflow.md): Learn how to add customization into your Make-to-Order workflow

## Items

- [What is an item?](https://support.katanamrp.com/en/articles/5967037-what-is-an-item.md): Understand the concept of items in Katana, including their roles, types, and how they integrate into inventory management.
- [What is a product?](https://support.katanamrp.com/en/articles/5967036-what-is-a-product.md): Learn what defines a product in Katana and how it integrates with inventory and production workflows.
- [What is a material?](https://support.katanamrp.com/en/articles/5967034-what-is-a-material.md): Understand what materials are in Katana, including their roles in inventory and production processes.
- [What is a service?](https://support.katanamrp.com/en/articles/10696838-what-is-a-service.md): Services in Katana streamline non-physical goods management like warranties or installations.
- [The difference between Products, Materials, and Services](https://support.katanamrp.com/en/articles/8061280-the-difference-between-products-materials-and-services.md): Understand the key differences between products, materials, and services in Katana.
- [How to create a product / product card](https://support.katanamrp.com/en/articles/5967033-how-to-create-a-product-product-card.md): Learn how to create a product in Katana, including setting up details like SKU, price, and inventory levels.
- [How to add products \(non-manufacturers\)](https://support.katanamrp.com/en/articles/13609725-how-to-add-products-non-manufacturers.md): Easily add products to Katana to get up and running.
- [Managing products: edit, duplicate, and delete](https://support.katanamrp.com/en/articles/11402746-managing-products-edit-duplicate-and-delete.md): Easily handle product maintenance in Katana.
- [How to create a material / material card](https://support.katanamrp.com/en/articles/5967031-how-to-create-a-material-material-card.md): Create materials to track raw inputs for production, including details like SKU, cost, and inventory levels.
- [Managing materials: edit, duplicate, and delete](https://support.katanamrp.com/en/articles/11405903-managing-materials-edit-duplicate-and-delete.md): Easily manage any changes you need to make to materials
- [How to create a service / service card](https://support.katanamrp.com/en/articles/10696839-how-to-create-a-service-service-card.md): Create service items in Katana to manage non-inventory sales like installations or warranties
- [Managing services: edit, duplicate, and delete](https://support.katanamrp.com/en/articles/10696840-managing-services-edit-duplicate-and-delete.md): Manage services in Katana: Learn to edit, duplicate, and delete services effectively.
- [How to import products and variants via template](https://support.katanamrp.com/en/articles/5967030-how-to-import-products-and-variants-via-template.md): Easily import new products and variants into Katana using comprehensive templates.
- [How to import materials and variants via template](https://support.katanamrp.com/en/articles/5967027-how-to-import-materials-and-variants-via-template.md): Import materials and their variants into Katana for efficient data management and streamlined inventory tracking.
- [How to update products and variants through importing](https://support.katanamrp.com/en/articles/5967024-how-to-update-products-and-variants-through-importing.md): Efficiently update existing products and variants in Katana using the bulk import feature.
- [How to update materials and variants through importing](https://support.katanamrp.com/en/articles/5967021-how-to-update-materials-and-variants-through-importing.md): Update materials and variants in Katana via import for efficient data management and accurate inventory control.
- [How to disassemble a product](https://support.katanamrp.com/en/articles/5914325-how-to-disassemble-a-product.md): Disassemble products to break down items into components for efficient inventory management and reuse.
- [Material tracking](https://support.katanamrp.com/en/articles/8248213-material-tracking.md): Track materials for accurate inventory management and efficient production processes.
- [What is a category?](https://support.katanamrp.com/en/articles/5967006-what-is-a-category.md): Learn about categories in Katana and how they help organize products and materials for efficient inventory management.
- [How to create categories](https://support.katanamrp.com/en/articles/5967005-how-to-create-categories.md): Create categories to organize products and materials, improving inventory management and data accessibility.
- [Editing or deleting categories](https://support.katanamrp.com/en/articles/5967004-editing-or-deleting-categories.md): How 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?](https://support.katanamrp.com/en/articles/5967001-what-is-a-variant-code-sku.md): Learn about variant codes / SKUs and how they are used to track individual product variants.
- [Create, edit, and delete variant codes / SKUs](https://support.katanamrp.com/en/articles/5966995-create-edit-and-delete-variant-codes-skus.md): Create, edit, or delete variant codes / SKUs to manage and track individual product variations efficiently.
- [Archiving a product, material, or service](https://support.katanamrp.com/en/articles/10304438-archiving-a-product-material-or-service.md): Clear up unused items by archiving them so they don't get added to orders.
- [Custom fields for items](https://support.katanamrp.com/en/articles/8408457-custom-fields-for-items.md): Enhance item data with custom fields to add detailed information for sales and production.
- [Why is an item crossed out or showing \[ARCHIVED\]?](https://support.katanamrp.com/en/articles/5966992-why-is-an-item-crossed-out-or-showing-archived.md): Learn why items may appear crossed out on orders, stock adjustments, or transfers in Katana.
- [Video: Tracking costs of products and materials](https://support.katanamrp.com/en/articles/5968352-video-tracking-costs-of-products-and-materials.md): Learn how are costs calculated for products and materials in Katana
- [How to use ABC classification](https://support.katanamrp.com/en/articles/14182095-how-to-use-abc-classification.md): Apply A,B,C tags to items/variants to help prioritize inventory planning.
- [How to create default settings for items](https://support.katanamrp.com/en/articles/14461565-how-to-create-default-settings-for-items.md): If 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?](https://support.katanamrp.com/en/articles/5967049-what-is-a-variant.md): Understand what a variant is and how it helps manage different versions of products or materials efficiently.
- [How to create variants](https://support.katanamrp.com/en/articles/5967047-how-to-create-variants.md): Create product or material variants to track different attributes like size or color for effective inventory management.
- [Editing and deleting variants](https://support.katanamrp.com/en/articles/5967045-editing-and-deleting-variants.md): Edit/delete product or material variants to ensure accurate inventory management and data organization.
- [Defining a variant's default storage bin](https://support.katanamrp.com/en/articles/8340308-defining-a-variant-s-default-storage-bin.md): Define default storage bins for product variants to streamline inventory organization and management.
- [Understanding product recipes / BOMs](https://support.katanamrp.com/en/articles/5967075-understanding-product-recipes-boms.md): Understand what a product recipe or bill of materials \(BOM\) is and how it’s used for manufacturing.
- [How to create a product recipe / BOM](https://support.katanamrp.com/en/articles/5967073-how-to-create-a-product-recipe-bom.md): Create product recipes to detail components and quantities needed for manufacturing.
- [Importing product recipes / BOMs](https://support.katanamrp.com/en/articles/5967072-importing-product-recipes-boms.md): Import product recipes to Katana to efficiently manage components and structure the manufacturing process.
- [Exporting product recipes / BOMs](https://support.katanamrp.com/en/articles/5967056-exporting-product-recipes-boms.md): Export product recipes / BOMs from Katana to spreadsheets for efficient data analysis and inventory management.
- [Editing product recipes / BOMs](https://support.katanamrp.com/en/articles/5967061-editing-product-recipes-boms.md): Edit product recipes to update components and quantities.
- [Creating product recipes for variants](https://support.katanamrp.com/en/articles/5967068-creating-product-recipes-for-variants.md): Create product recipes for variants in Katana, enhancing customization and production.
- [Using subassemblies in product recipes](https://support.katanamrp.com/en/articles/5967064-using-subassemblies-in-product-recipes.md): Use subassemblies in Katana product recipes to efficiently manage and track component usage in complex manufacturing processes.
- [Copying a product recipe to/from another product](https://support.katanamrp.com/en/articles/5967063-copying-a-product-recipe-to-from-another-product.md): Copy product recipes from one product to another for efficient recipe management and consistency.
- [Applying changes made to product recipes on open orders](https://support.katanamrp.com/en/articles/5967060-applying-changes-made-to-product-recipes-on-open-orders.md): Apply changes made to product recipes on open orders to ensure accuracy and efficiency in production.
- [Deleting product recipes / BOMs](https://support.katanamrp.com/en/articles/5967057-deleting-product-recipes-boms.md): Delete product recipes to maintain an organized and updated list of manufacturing components and processes.

## Sales

- [How to use the Sell screen](https://support.katanamrp.com/en/articles/5914223-how-to-use-the-sell-screen.md): Navigate Katana's Sell screen with ease: manage sales orders, track inventory, and update customer details efficiently.
- [How to create a sales order \(SO\)](https://support.katanamrp.com/en/articles/5914277-how-to-create-a-sales-order-so.md): Creating sales orders: from manual entry to e-commerce sync, manage multi-channel sales effortlessly.
- [How to manage sales order \(SO\) priorities](https://support.katanamrp.com/en/articles/5914297-how-to-manage-sales-order-so-priorities.md): Optimize sales operations in Katana by managing order priorities to align with inventory and production schedules.
- [Sales item availability](https://support.katanamrp.com/en/articles/5914289-sales-item-availability.md): Optimize sales with Katana’s real-time product availability statuses for SOs
- [Understanding sales order delivery statuses](https://support.katanamrp.com/en/articles/5914287-understanding-sales-order-delivery-statuses.md): Track and manage delivery statuses in Katana for efficient sales order processing.
- [Delivering a sales order \(SO\)](https://support.katanamrp.com/en/articles/5914275-delivering-a-sales-order-so.md): Learn to manage and update delivery statuses in Katana.
- [Partially delivering a sales order \(SO\) when Making-to-Order](https://support.katanamrp.com/en/articles/5914250-partially-delivering-a-sales-order-so-when-making-to-order.md): Efficiently manage partial deliveries for Make-to-Order sales in Katana.
- [Duplicating a sales order \(SO\)](https://support.katanamrp.com/en/articles/5914272-duplicating-a-sales-order-so.md): Save time by duplicating similar orders
- [Reverting a sales order \(SO\) from Done to Open](https://support.katanamrp.com/en/articles/5914271-reverting-a-sales-order-so-from-done-to-open.md): Easily revert a Done sales order to Open to modify order details as needed.
- [How to export sales orders \(SOs\)](https://support.katanamrp.com/en/articles/5914268-how-to-export-sales-orders-sos.md): Export sales orders to .xlsx or .csv formats for detailed product-level sales analysis.
- [How to delete a sales order \(SO\)](https://support.katanamrp.com/en/articles/5914261-how-to-delete-a-sales-order-so.md): Quickly and safely delete sales orders in Katana, freeing up inventory and resources.
- [Changing the location of sales orders \(SOs\)](https://support.katanamrp.com/en/articles/5914259-changing-the-location-of-sales-orders-sos.md): Change SO locations to update inventory statuses across multiple locations.
- [Managing bundles](https://support.katanamrp.com/en/articles/5914245-managing-bundles.md): Streamline sales and inventory management with Kits & Bundles: auto-assembly, potential stock calculations, and Shopify synchronization.
- [Adding discounts to sales orders](https://support.katanamrp.com/en/articles/8631769-adding-discounts-to-sales-orders.md): Apply discounts on sales orders to manage pricing effectively across channels.
- [How to troubleshoot common issues with sales orders \(SOs\)](https://support.katanamrp.com/en/articles/12637381-how-to-troubleshoot-common-issues-with-sales-orders-sos.md): Tips for resolving some SO issues
- [How to add stock from bins to sales orders \(SOs\)](https://support.katanamrp.com/en/articles/15359290-how-to-add-stock-from-bins-to-sales-orders-sos.md): Choose stock from specific bins to reserve those items.
- [Using custom fields on sales orders \(SOs\)](https://support.katanamrp.com/en/articles/15393966-using-custom-fields-on-sales-orders-sos.md)
- [How personalized tables work](https://support.katanamrp.com/en/articles/15434123-how-personalized-tables-work.md): Personalize the tables on the Sell and Stock screens so they show the columns and filters that matter to you.
- [Advanced filtering and sorting](https://support.katanamrp.com/en/articles/15444390-advanced-filtering-and-sorting.md): Learn more about filtering and sorting on the Sell screen
- [How to create a quote](https://support.katanamrp.com/en/articles/5914239-how-to-create-a-quote.md): Create and manage quotes in Katana, converting them to sales orders upon confirmation.
- [How to manage quotes](https://support.katanamrp.com/en/articles/5914243-how-to-manage-quotes.md): Master the process of creating and managing quotes in Katana, optimizing B2B and B2C sales
- [How to confirm a quote](https://support.katanamrp.com/en/articles/5914236-how-to-confirm-a-quote.md): Learn how to confirm quotes in Katana, transitioning them into sales orders
- [How to export Quotes](https://support.katanamrp.com/en/articles/10273603-how-to-export-quotes.md): Export quotes to .xlsx or .csv formats for detailed product-level sales analysis.
- [How to revert a sales order \(SO\) to a quote](https://support.katanamrp.com/en/articles/5914230-how-to-revert-a-sales-order-so-to-a-quote.md): Convert sales orders back to quotes, adjusting for revised needs or errors.
- [Shipping overview](https://support.katanamrp.com/en/articles/5945053-shipping-overview.md): An overview of the shipping workflows, from direct e-commerce to complex B2B setups, available in Katana
- [Managing sales order addresses](https://support.katanamrp.com/en/articles/5945051-managing-sales-order-addresses.md): Learn to manage shipping and billing addresses on sales orders in Katana.
- [Adding tracking info to a sales order \(SO\)](https://support.katanamrp.com/en/articles/5945049-adding-tracking-info-to-a-sales-order-so.md): Learn how to add order tracking information directly into Katana
- [Understanding shipping fees](https://support.katanamrp.com/en/articles/8320933-understanding-shipping-fees.md): Learn how to apply, edit, and manage shipping fees on Katana sales orders.
- [Build custom API shipping workflows](https://support.katanamrp.com/en/articles/5945052-build-custom-api-shipping-workflows.md): Take advantage of our open API to integrate with shipping platforms

## Manufacturing

- [How to use the Make screen \(Schedule\)](https://support.katanamrp.com/en/articles/5914378-how-to-use-the-make-screen-schedule.md): Master scheduling using Make screen for effective production management.
- [Understanding ingredients availability](https://support.katanamrp.com/en/articles/5914374-understanding-ingredients-availability.md): Understand ingredient availability for orders to manage production and inventory.
- [Manufacturing orders](https://support.katanamrp.com/en/articles/5914371-manufacturing-orders.md): Manage manufacturing orders for precise production and inventory control.
- [How to create a manufacturing order \(MO\)](https://support.katanamrp.com/en/articles/5914365-how-to-create-a-manufacturing-order-mo.md): A step-by-step guide for both Make-to-Stock and Make-to-Order production
- [Managing the priority of manufacturing orders](https://support.katanamrp.com/en/articles/5914369-managing-the-priority-of-manufacturing-orders.md): Learn to set manufacturing order priorities in Katana, affecting material reservations and deadlines.
- [Manufacturing costs for products](https://support.katanamrp.com/en/articles/5914362-manufacturing-costs-for-products.md): Navigate manufacturing cost management for products in Katana, enhancing cost accuracy.
- [Manufacturing order \(MO\) production statuses](https://support.katanamrp.com/en/articles/5914349-manufacturing-order-mo-production-statuses.md): Understanding different Order Production statuses for manufacturing orders
- [How to set the weekly throughput](https://support.katanamrp.com/en/articles/5914334-how-to-set-the-weekly-throughput.md): Defining the weekly throughput for your company
- [Completing a manufacturing order \(MO\)](https://support.katanamrp.com/en/articles/5914331-completing-a-manufacturing-order-mo.md): How to complete a manufacturing order in Katana
- [Partially completing a manufacturing order \(MO\)](https://support.katanamrp.com/en/articles/5914314-partially-completing-a-manufacturing-order-mo.md): Learn to manage partial completions of manufacturing orders for adaptive production.
- [How to revert a manufacturing order \(MO\)](https://support.katanamrp.com/en/articles/5914329-how-to-revert-a-manufacturing-order-mo.md): Learn how to revert a manufacturing order to adjust inventory and edit details
- [How to duplicate a manufacturing order \(MO\)](https://support.katanamrp.com/en/articles/5914317-how-to-duplicate-a-manufacturing-order-mo.md): Duplicate manufacturing orders to streamline repeated production tasks.
- [How to create a consolidated pick list for manufacturing orders](https://support.katanamrp.com/en/articles/5914318-how-to-create-a-consolidated-pick-list-for-manufacturing-orders.md): Manage ingredients with a consolidated pick list for multiple manufacturing orders in Katana.
- [Automatically create manufacturing orders \(MOs\) for subassemblies](https://support.katanamrp.com/en/articles/5914311-automatically-create-manufacturing-orders-mos-for-subassemblies.md): Automate subassembly MOs in Katana to streamline complex production setups.
- [Picking ingredients for a manufacturing order \(MO\)](https://support.katanamrp.com/en/articles/11172448-picking-ingredients-for-a-manufacturing-order-mo.md): Before you begin an MO, it's best to pick the ingredients needed from the warehouse.
- [How to delete manufacturing orders \(MOs\)](https://support.katanamrp.com/en/articles/5914327-how-to-delete-manufacturing-orders-mos.md): Understand the impact on your inventory and production when deleting a manufacturing order in Katana.
- [Overview of the Advanced Manufacturing add-on](https://support.katanamrp.com/en/articles/10130555-overview-of-the-advanced-manufacturing-add-on.md): The Advanced Manufacturing add-on unlocks new Insights, and additional types of operations with routings.
- [Getting started with the Advanced Manufacturing add-on](https://support.katanamrp.com/en/articles/12569589-getting-started-with-the-advanced-manufacturing-add-on.md): Learn how to get the most out of the Advanced Manufacturing add-on
- [Video: Multi-location manufacturing](https://support.katanamrp.com/en/articles/5914360-video-multi-location-manufacturing.md): Watch a video on managing multi-location manufacturing in Katana.
- [Overview of the Manufacturing Management add-on](https://support.katanamrp.com/en/articles/14655137-overview-of-the-manufacturing-management-add-on.md): If you manufacture your products, even partially, you need this add-on
- [What are production operations?](https://support.katanamrp.com/en/articles/5967110-what-are-production-operations.md): Explore production operations \(also called Routing\) in Katana, vital for detailed manufacturing and cost control.
- [How to create production operations](https://support.katanamrp.com/en/articles/5967108-how-to-create-production-operations.md): A short overview of creating Production operations for a product.
- [Production operation types](https://support.katanamrp.com/en/articles/9921379-production-operation-types.md): Operations can be broken up into 4 different types to provide more advanced types of cost calculations.
- [How to copy production operations from another product](https://support.katanamrp.com/en/articles/5967103-how-to-copy-production-operations-from-another-product.md): Quickly replicate production operations between products in Katana for more efficient setups.
- [How to import production operations](https://support.katanamrp.com/en/articles/5967104-how-to-import-production-operations.md): If you have your Product operations stored in a spreadsheet, you can easily import it into Katana
- [How to export production operations](https://support.katanamrp.com/en/articles/5967092-how-to-export-production-operations.md): Export production operations in Katana to streamline updates and data management.
- [How to edit production operations](https://support.katanamrp.com/en/articles/5967096-how-to-edit-production-operations.md): Learn to update production operations on Katana product cards, adjusting tasks and time.
- [How to bulk update production operations](https://support.katanamrp.com/en/articles/5967090-how-to-bulk-update-production-operations.md): Upload a CSV file to avoid updating Product operations individually
- [Entering production operations costs](https://support.katanamrp.com/en/articles/5967098-entering-production-operations-costs.md): Calculate production operation costs in Katana based on resources and time.
- [Product operation routings](https://support.katanamrp.com/en/articles/8355734-product-operation-routings.md): Optimize production with routings, managing parallel and consecutive operations.
- [Manufacturing operation routings](https://support.katanamrp.com/en/articles/8473077-manufacturing-operation-routings.md): Optimize production with routings — managing parallel and consecutive operations
- [How to delete production operations](https://support.katanamrp.com/en/articles/5967088-how-to-delete-production-operations.md): Efficiently remove production operations efficiently for a single product or multiple.
- [How to create, edit, and delete Operation names](https://support.katanamrp.com/en/articles/5967083-how-to-create-edit-and-delete-operation-names.md): Operations help you to define specific steps in completing a product
- [Create, edit, and delete Resources](https://support.katanamrp.com/en/articles/5967082-create-edit-and-delete-resources.md): Manage resources like employees or workstations in Katana.

## Purchasing and Outsourcing

- [Basics of the Buy screen](https://support.katanamrp.com/en/articles/5945021-basics-of-the-buy-screen.md): Understand Katana’s Buy screen: Manage POs and OPOs effectively, track order status and details, and manage suppliers.
- [How to create a purchase order \(PO\)](https://support.katanamrp.com/en/articles/5945019-how-to-create-a-purchase-order-po.md): Simplify PO creation in Katana: quickly adding products, variants, and managing bulk purchases.
- [How to create Draft purchase orders \(POs\) and outsourced purchase orders \(OPOs\)](https://support.katanamrp.com/en/articles/14121343-how-to-create-draft-purchase-orders-pos-and-outsourced-purchase-orders-opos.md): If you want to prepare for POs/OPOs before they're confirmed, drafts are a great way to stay organized.
- [Purchase order \(PO\) delivery statuses](https://support.katanamrp.com/en/articles/5945017-purchase-order-po-delivery-statuses.md): Track PO delivery statuses in Katana, from Not Received to Received, to manage inventory.
- [How to receive a purchase order \(PO\)](https://support.katanamrp.com/en/articles/5944995-how-to-receive-a-purchase-order-po.md): Learn to mark POs as received in Katana, updating inventory accurately and efficiently.
- [How to partially receive a purchase order \(PO\)](https://support.katanamrp.com/en/articles/5944993-how-to-partially-receive-a-purchase-order-po.md): Manage inventory accurately by partially receiving items from a PO
- [How to revert a purchase order \(PO\)](https://support.katanamrp.com/en/articles/5944991-how-to-revert-a-purchase-order-po.md): Easily revert a PO in Katana, adjusting inventory and order details as needed.
- [How to delete a purchase order \(PO\)](https://support.katanamrp.com/en/articles/5944990-how-to-delete-a-purchase-order-po.md): Learn to properly delete a PO in Katana, ensuring accurate inventory and order records.
- [How to export purchase orders \(PO\)](https://support.katanamrp.com/en/articles/5944986-how-to-export-purchase-orders-po.md): Export POs from Katana to CSV or XLSX for detailed analysis or external processing.
- [How to duplicate a purchase order \(PO\)](https://support.katanamrp.com/en/articles/5944984-how-to-duplicate-a-purchase-order-po.md): Quickly duplicate a PO, copying all details including supplier and cost info.
- [How to send purchase orders \(PO\) or Request for quotes \(RFQ\) to suppliers](https://support.katanamrp.com/en/articles/5945006-how-to-send-purchase-orders-po-or-request-for-quotes-rfq-to-suppliers.md): Send POs and RFQs to suppliers directly via email from Katana, tracking status.
- [A quick guide to purchasing products](https://support.katanamrp.com/en/articles/5945011-a-quick-guide-to-purchasing-products.md): Streamline the management of purchased products for resale in Katana.
- [Purchasing items in different units of measure](https://support.katanamrp.com/en/articles/5945008-purchasing-items-in-different-units-of-measure.md): Navigate purchasing items in different units with Katana’s flexible conversion settings.
- [How to add address information to a purchase order \(PO\)](https://support.katanamrp.com/en/articles/5944998-how-to-add-address-information-to-a-purchase-order-po.md): Easily add shipping and billing addresses to POs for accurate order documentation.
- [Additional costs for purchase orders \(PO\)](https://support.katanamrp.com/en/articles/8368288-additional-costs-for-purchase-orders-po.md): Incorporate extra costs into POs for accurate inventory and financial records.
- [Video: Default supplier and purchasing all missing materials](https://support.katanamrp.com/en/articles/5945015-video-default-supplier-and-purchasing-all-missing-materials.md): Use a default supplier for repeat orders
- [Basics of contract manufacturing \(outsourcing\)](https://support.katanamrp.com/en/articles/6186028-basics-of-contract-manufacturing-outsourcing.md): Learn contract manufacturing basics: managing outsourced production with Katana.
- [How to create an outsourced purchase order \(OPO\)](https://support.katanamrp.com/en/articles/6186049-how-to-create-an-outsourced-purchase-order-opo.md): Set up outsourced purchase orders \(OPOs\) in Katana for efficient external manufacturing.
- [How to receive an outsourced purchase order \(OPO\)](https://support.katanamrp.com/en/articles/6186067-how-to-receive-an-outsourced-purchase-order-opo.md): Learn to receive outsourced purchase orders \(OPOs\) in Katana, updating inventory accurately.
- [How to partially receive an outsourced purchase order \(OPO\)](https://support.katanamrp.com/en/articles/9929911-how-to-partially-receive-an-outsourced-purchase-order-opo.md): Manage inventory accurately by partially receiving items from an OPO
- [How to revert an outsourced purchase order \(OPO\)](https://support.katanamrp.com/en/articles/6186070-how-to-revert-an-outsourced-purchase-order-opo.md): Understand how to revert an outsourced purchase order in Katana, correcting inventory and order details.
- [How to delete an outsourced purchase order \(OPO\)](https://support.katanamrp.com/en/articles/6202033-how-to-delete-an-outsourced-purchase-order-opo.md): To remove an OPO from the Buy screen and eliminate the connected quantities, you can delete it
- [Partially outsourced manufacturing](https://support.katanamrp.com/en/articles/6215435-partially-outsourced-manufacturing.md): Manage complex manufacturing with partial outsourcing in Katana for enhanced flexibility.
- [Outsourced purchase order \(OPO\) product costs](https://support.katanamrp.com/en/articles/6186058-outsourced-purchase-order-opo-product-costs.md): Track OPO product costs in Katana, including purchase price and ingredient costs.

## Stock

- [Basics of the Stock screen](https://support.katanamrp.com/en/articles/5966127-basics-of-the-stock-screen.md): Navigate the Stock screen in Katana for real-time inventory management and stock updates.
- [Entering stock levels into Katana](https://support.katanamrp.com/en/articles/5966122-entering-stock-levels-into-katana.md): Efficiently enter initial stock in Katana using direct import or stock adjustments.
- [What is a stock adjustment?](https://support.katanamrp.com/en/articles/5966124-what-is-a-stock-adjustment.md): Understand how to correct and adjust your stock levels in Katana with Stock Adjustments.
- [How to create a stock adjustment](https://support.katanamrp.com/en/articles/5966123-how-to-create-a-stock-adjustment.md): Learn how to create a stock adjustment in Katana, optimizing inventory accuracy.
- [Duplicating a stock adjustment](https://support.katanamrp.com/en/articles/5966105-duplicating-a-stock-adjustment.md): Easily duplicate stock adjustments in Katana for repeated inventory processes.
- [How to export stock adjustments](https://support.katanamrp.com/en/articles/5966099-how-to-export-stock-adjustments.md): Export your stock adjustments from Katana to a CSV file.
- [How to delete a stock adjustment](https://support.katanamrp.com/en/articles/5966119-how-to-delete-a-stock-adjustment.md): Delete a stock adjustment to remove it from the stock adjustments table and reverse any adjustments it made
- [What is safety stock?](https://support.katanamrp.com/en/articles/5966115-what-is-safety-stock.md): Optimize inventory with safety stock levels, balancing stock levels and demand.
- [How to set a product or material safety stock level](https://support.katanamrp.com/en/articles/5966111-how-to-set-a-product-or-material-safety-stock-level.md): Set an effective safety stock level to maintain optimal stock levels and prevent shortages.
- [Choosing an ideal safety stock level](https://support.katanamrp.com/en/articles/5966109-choosing-an-ideal-safety-stock-level.md): Learn how to set the right safety stock level based on demand, supply variability, and more.
- [Restock notifications](https://support.katanamrp.com/en/articles/7125336-restock-notifications.md): Stay updated with restock notifications, ensuring timely reordering and stock management.
- [Performing a stocktake \(i.e. inventory count\)](https://support.katanamrp.com/en/articles/5966106-performing-a-stocktake-i-e-inventory-count.md): Master stocktakes to ensure your inventory matches actual stock accurately.
- [How to bulk update stock levels and values](https://support.katanamrp.com/en/articles/5966104-how-to-bulk-update-stock-levels-and-values.md): Bulk update stock levels and values in Katana to align inventory with actual counts.
- [Video: How to avoid negative stock?](https://support.katanamrp.com/en/articles/5966101-video-how-to-avoid-negative-stock.md): Watch this video to help ensure you never end up with negative stock in Katana
- [Where to find stock movement history](https://support.katanamrp.com/en/articles/5966097-where-to-find-stock-movement-history.md): Track stock movement history in Katana to validate inventory levels and costs accurately.
- [Viewing and exporting historical stock](https://support.katanamrp.com/en/articles/5966096-viewing-and-exporting-historical-stock.md): Access and export historical stock data for specific dates in Katana for accurate records.
- [Recording stock movements in accounting based on Katana data](https://support.katanamrp.com/en/articles/5966091-recording-stock-movements-in-accounting-based-on-katana-data.md): Track and record stock movements in accounting from Katana for accurate financials.
- [Understanding the closed inventory period](https://support.katanamrp.com/en/articles/6151459-understanding-the-closed-inventory-period.md): Learn about Katana’s inventory period closing period to maintain accurate financials and stock records.
- [Understanding Moving Average Cost \(MAC\)](https://support.katanamrp.com/en/articles/5966125-understanding-moving-average-cost-mac.md): Gain a better understanding of how Average Cost works
- [Improving Moving Average Cost \(MAC\)](https://support.katanamrp.com/en/articles/6165881-improving-moving-average-cost-mac.md): Katana’s updated MAC calculation ensures accurate inventory and financial records.
- [Product tracking](https://support.katanamrp.com/en/articles/7435960-product-tracking.md): Track products in Katana using batch/lot numbers or serial numbers for detailed inventory management.
- [How to replenish inventory \(non-manufacturers/resellers\)](https://support.katanamrp.com/en/articles/13616974-how-to-replenish-inventory-non-manufacturers-resellers.md)
- [Overview of the Traceability add-on](https://support.katanamrp.com/en/articles/9947517-overview-of-the-traceability-add-on.md): The Full Traceability add-on gives you access to batch/lot and serial number tracking.
- [How to use the Traceability explorer](https://support.katanamrp.com/en/articles/14737323-how-to-use-the-traceability-explorer.md): Gain a clear visualization of the lifecycle of your batch and serial tracked items
- [Understanding negative stock](https://support.katanamrp.com/en/articles/14950311-understanding-negative-stock.md): Negative stock can sometimes occur, find out how to find and resolve this issue.
- [Basics of barcodes](https://support.katanamrp.com/en/articles/5966987-basics-of-barcodes.md): Discover how Katana simplifies inventory tracking with efficient barcode scanning.
- [Different types of barcodes](https://support.katanamrp.com/en/articles/5966985-different-types-of-barcodes.md): Explore the types of barcodes in Katana for tracking items, batches, and sales efficiently.
- [How to switch barcodes ON/OFF](https://support.katanamrp.com/en/articles/5966983-how-to-switch-barcodes-on-off.md): Easily toggle barcodes on or off in Katana to suit your inventory tracking needs.
- [How to generate internal barcodes](https://support.katanamrp.com/en/articles/5966981-how-to-generate-internal-barcodes.md): Automate or manually create internal barcodes in Katana for efficient item tracking.
- [How to bulk import/export barcodes](https://support.katanamrp.com/en/articles/5966980-how-to-bulk-import-export-barcodes.md): Manage barcodes for items and batches by importing and exporting in bulk via spreadsheets.
- [How to edit barcodes](https://support.katanamrp.com/en/articles/5966979-how-to-edit-barcodes.md): Modify barcodes in Katana for items and batches, ensuring data integrity and traceability.
- [How to scan barcodes](https://support.katanamrp.com/en/articles/5966977-how-to-scan-barcodes.md): Streamline operations in Katana with barcode scanning for receiving items, tracking ingredients, and managing stock efficiently.
- [How to receive with barcodes](https://support.katanamrp.com/en/articles/5966972-how-to-receive-with-barcodes.md): Learn how to receive stock using barcodes in Katana for efficient inventory management.
- [Using a barcode scanner to count stock](https://support.katanamrp.com/en/articles/5966970-using-a-barcode-scanner-to-count-stock.md): Learn how to use a barcode scanner for efficient stock counting in Katana.
- [Barcode scanning hardware](https://support.katanamrp.com/en/articles/5966964-barcode-scanning-hardware.md): Master barcode scanning in Katana with the right hardware for efficient inventory management
- [Barcode standards](https://support.katanamrp.com/en/articles/5966960-barcode-standards.md): Understand different barcode standards and their use in Katana for efficient inventory tracking.
- [Customizing a barcode label](https://support.katanamrp.com/en/articles/6158825-customizing-a-barcode-label.md): Learn how to customize barcode labels in Katana for tailored inventory and workflow management.
- [Video: How to use barcodes in Katana](https://support.katanamrp.com/en/articles/5966988-video-how-to-use-barcodes-in-katana.md): 10 minute video explaining how to set up and use barcodes in Katana
- [Basics of batch tracking](https://support.katanamrp.com/en/articles/5966905-basics-of-batch-tracking.md): Implement batch tracking in Katana for full traceability from purchase to sale.
- [Enabling item batch tracking](https://support.katanamrp.com/en/articles/5966903-enabling-item-batch-tracking.md): Activate batch tracking for each item in Katana to ensure detailed product traceability.
- [Understanding the Batches list](https://support.katanamrp.com/en/articles/5966886-understanding-the-batches-list.md): Understand the Batches list for effective inventory tracking and management.
- [Purchasing batch-trackable items](https://support.katanamrp.com/en/articles/5966902-purchasing-batch-trackable-items.md): Assign batch numbers during purchase order receiving, enhancing product traceability.
- [Selecting ingredients from batches on manufacturing orders](https://support.katanamrp.com/en/articles/5966901-selecting-ingredients-from-batches-on-manufacturing-orders.md): Select specific batches for manufacturing orders in Katana for detailed inventory tracking.
- [How to assign batch numbers to manufactured products](https://support.katanamrp.com/en/articles/5966899-how-to-assign-batch-numbers-to-manufactured-products.md): Assign batch numbers to manufactured products in Katana for full traceability from production to sales.
- [How to assign batches for sales items on a sales order \(SO\)](https://support.katanamrp.com/en/articles/5966890-how-to-assign-batches-for-sales-items-on-a-sales-order-so.md): Assign batch numbers to sales items in Katana for precise inventory tracking and fulfillment.
- [Batch tracking on outsourced purchase orders \(OPO\)](https://support.katanamrp.com/en/articles/6186073-batch-tracking-on-outsourced-purchase-orders-opo.md): Track batch numbers for outsourced purchase orders in Katana to ensure full traceability and accurate inventory management.
- [Selecting ingredient batches on outsourced purchase orders \(OPO\)](https://support.katanamrp.com/en/articles/6749100-selecting-ingredient-batches-on-outsourced-purchase-orders-opo.md): Select specific ingredient batches for outsourced purchase orders \(OPOs\) in Katana for precise tracking and quality control.
- [Batch tracking for subassemblies](https://support.katanamrp.com/en/articles/5966893-batch-tracking-for-subassemblies.md): Track batch information for subassemblies in Katana for precise inventory management.
- [Reporting batch numbers in the Shop Floor Control app](https://support.katanamrp.com/en/articles/5966892-reporting-batch-numbers-in-the-shop-floor-control-app.md): Report batch numbers for ingredients used in the Shop Floor Control app to ensure accurate tracking.
- [Reverting manufacturing orders when items are batch-trackable](https://support.katanamrp.com/en/articles/5966891-reverting-manufacturing-orders-when-items-are-batch-trackable.md): Revert manufacturing orders \(MOs\) for batch-trackable items in Katana to adjust stock movements and batch assignments.
- [Importing batch numbers](https://support.katanamrp.com/en/articles/5966884-importing-batch-numbers.md): Import batch numbers into Katana to streamline inventory management and ensure accurate batch tracking.
- [How to export batch tracking info](https://support.katanamrp.com/en/articles/5966868-how-to-export-batch-tracking-info.md): Export batch tracking information to a spreadsheet for better inventory management.
- [What is an "unbatched" batch?](https://support.katanamrp.com/en/articles/5966883-what-is-an-unbatched-batch.md): Learn about "unbatched" batches in Katana and how they function within inventory management.
- [Assigning batch numbers to "unbatched" items](https://support.katanamrp.com/en/articles/5966878-assigning-batch-numbers-to-unbatched-items.md): Assign batch numbers to "unbatched" items in Katana for improved inventory management and traceability.
- [Adjusting stock for batch-trackable items](https://support.katanamrp.com/en/articles/5966874-adjusting-stock-for-batch-trackable-items.md): Adjust stock for batch-trackable items in Katana to maintain accurate inventory levels and batch records.
- [Transferring batch-trackable stock between Locations](https://support.katanamrp.com/en/articles/5966873-transferring-batch-trackable-stock-between-locations.md): Transfer batch-trackable stock between locations in Katana for accurate inventory management.
- [Keeping historical batch data when turning off item batch tracking](https://support.katanamrp.com/en/articles/5966870-keeping-historical-batch-data-when-turning-off-item-batch-tracking.md): Learn how to preserve historical batch data when disabling batch tracking for items.
- [Disabling item batch tracking](https://support.katanamrp.com/en/articles/5966871-disabling-item-batch-tracking.md): Learn how to disable item batch tracking while managing historical batch data.
- [What is an empty batch?](https://support.katanamrp.com/en/articles/5966875-what-is-an-empty-batch.md): Understand what an empty batch is in Katana and how to manage them for effective inventory tracking.
- [Video: Batch tracking and expiry dates](https://support.katanamrp.com/en/articles/5966907-video-batch-tracking-and-expiry-dates.md): Watch how to use batch numbers to track products and materials

## Planning and Forecasting

- [Basics of the Planning and Forecasting add-on](https://support.katanamrp.com/en/articles/8937030-basics-of-the-planning-and-forecasting-add-on.md): Understand the basics of Katana's planning and forecasting to optimize inventory management and production schedules.
- [Planning and anticipating stock levels](https://support.katanamrp.com/en/articles/8937093-planning-and-anticipating-stock-levels.md): Manage and predict stock levels in Katana to improve inventory planning.
- [Understanding replenishment and order suggestions](https://support.katanamrp.com/en/articles/8937095-understanding-replenishment-and-order-suggestions.md): Use replenishment and order suggestions to optimize inventory levels and streamline purchase processes.
- [SKU lead time and minimum order quantity \(MOQ\)](https://support.katanamrp.com/en/articles/8937097-sku-lead-time-and-minimum-order-quantity-moq.md): Manage SKUs with lead time and MOQ for optimized inventory planning.
- [How to use forecast demand](https://support.katanamrp.com/en/articles/9305014-how-to-use-forecast-demand.md): Enhance inventory planning with Katana’s demand forecasting, using manual and automatic inputs.
- [Planning and Forecasting add-on tips](https://support.katanamrp.com/en/articles/9018799-planning-and-forecasting-add-on-tips.md): Katana's Planning and Forecasting add-on optimizes inventory and production by predicting demand and managing stock levels.

## Insights and Reporting

- [Using the Insights screen](https://support.katanamrp.com/en/articles/6529431-using-the-insights-screen.md): Use Katana’s Insights screen for real-time analytics and comprehensive business performance tracking.
- [Sales insights](https://support.katanamrp.com/en/articles/6529397-sales-insights.md): Analyze sales and profit performance across all sales channels
- [Manufacturing insights](https://support.katanamrp.com/en/articles/7858368-manufacturing-insights.md): Analyze manufacturing cost, resource and materials usage through manufacturing insights
- [Purchasing insights](https://support.katanamrp.com/en/articles/7887148-purchasing-insights.md): Analyze your company's purchasing trends to make better decisions moving forward.
- [Advanced insights](https://support.katanamrp.com/en/articles/8727154-advanced-insights.md): Unlock detailed business analytics with Advanced insights, helping to make data-driven decisions for improved performance.
- [Cost reports](https://support.katanamrp.com/en/articles/5967607-cost-reports.md): Use cost reports to analyze manufacturing costs, track expenses, and optimize production efficiency.
- [Inventory reports](https://support.katanamrp.com/en/articles/5967605-inventory-reports.md): Utilize inventory reports for detailed insights on stock levels, movements, and valuation to optimize inventory management.
- [Exporting sales orders \(SOs\) for custom reporting](https://support.katanamrp.com/en/articles/5967609-exporting-sales-orders-sos-for-custom-reporting.md): Export sales orders to creating custom reports and analyzing sales data.
- [Exporting manufacturing data and tasks for custom reports](https://support.katanamrp.com/en/articles/5967603-exporting-manufacturing-data-and-tasks-for-custom-reports.md): Export manufacturing orders to create custom reports and analyze production data.
- [Understanding Insights \(non-manufacturers/ecommerce selling\)](https://support.katanamrp.com/en/articles/13684602-understanding-insights-non-manufacturers-ecommerce-selling.md): Get the most out of the Insights screen

## Settings

- [How to set the base currency](https://support.katanamrp.com/en/articles/5967643-how-to-set-the-base-currency.md): Set the base currency to standardize financial transactions and reporting across your business operations.
- [Creating account-wide item settings](https://support.katanamrp.com/en/articles/15551230-creating-account-wide-item-settings.md): You can establish some default settings for all new items that are created.
- [Managing measurement units / unit of measures \(UoM\)](https://support.katanamrp.com/en/articles/5967642-managing-measurement-units-unit-of-measures-uom.md): Manage your unit of measures to ensure consistent inventory tracking and accurate product data across your operations.
- [Units of Measure supported by Katana](https://support.katanamrp.com/en/articles/9786396-units-of-measure-supported-by-katana.md): Explore the units of measure supported by Katana to ensure accurate inventory tracking and consistency in production management.
- [Managing tax rates](https://support.katanamrp.com/en/articles/5967641-managing-tax-rates.md): Manage tax rates in Katana to ensure accurate tax calculations and compliance across different transactions.
- [How to clear all data from your account](https://support.katanamrp.com/en/articles/5967640-how-to-clear-all-data-from-your-account.md): Clear all data from your Katana account to reset your system and start fresh with new inventory and operational settings.
- [How to edit your user account](https://support.katanamrp.com/en/articles/14298479-how-to-edit-your-user-account.md): From your user profile, you can edit your name or close your account
- [How to use Assisted Import](https://support.katanamrp.com/en/articles/14077787-how-to-use-assisted-import.md): Assisted Import is an AI-powered data import feature created to make importing information into Katana easier.
- [Basics of locations](https://support.katanamrp.com/en/articles/5966920-basics-of-locations.md): Learn the basics of locations in Katana, including how to manage and organize inventory across different places.
- [How to create locations](https://support.katanamrp.com/en/articles/5966917-how-to-create-locations.md): Create locations in Katana to organize and track inventory across various warehouses or stores efficiently.
- [Choosing default locations for sales, manufacturing, and purchasing](https://support.katanamrp.com/en/articles/5966915-choosing-default-locations-for-sales-manufacturing-and-purchasing.md): Decide which location will be the default for new Sales orders, Manufacturing orders and Purchase orders
- [Basics of storage bins](https://support.katanamrp.com/en/articles/8340252-basics-of-storage-bins.md): Understand the basics of storage bins to organize inventory and streamline stock management in your warehouse.
- [How to create storage bins](https://support.katanamrp.com/en/articles/8340306-how-to-create-storage-bins.md): Create storage bins to organize and manage inventory efficiently, improving stock control and warehouse operations.
- [How to edit storage bins](https://support.katanamrp.com/en/articles/8340396-how-to-edit-storage-bins.md): Edit storage bins to maintain accurate inventory locations and ensure organized warehouse management.
- [How to perform a bin transfer](https://support.katanamrp.com/en/articles/15260799-how-to-perform-a-bin-transfer.md): Move inventory between bins and see how much of each SKU is in each bin.
- [How to delete storage bins](https://support.katanamrp.com/en/articles/8340411-how-to-delete-storage-bins.md): Delete storage bins removes unused inventory locations, keeping your warehouse layout organized and up-to-date.
- [Multi-currency overview](https://support.katanamrp.com/en/articles/5966953-multi-currency-overview.md): Katana's multi-currency feature enables transactions in various currencies, facilitating global trade and accurate financial reporting.
- [How currency rates are generated](https://support.katanamrp.com/en/articles/5966950-how-currency-rates-are-generated.md): Katana's currency rates are sourced from Open Exchange Rates to ensure up-to-date and accurate financial data.
- [Setting a default currency for customers](https://support.katanamrp.com/en/articles/5966946-setting-a-default-currency-for-customers.md): Set a customer's default currency to streamline transactions and ensure accurate multi-currency financial records.
- [Setting a default currency for suppliers](https://support.katanamrp.com/en/articles/5966941-setting-a-default-currency-for-suppliers.md): Set a supplier's default currency to ensure accurate purchase order processing and consistent multi-currency management.
- [Setting a default purchase price for supplier currencies](https://support.katanamrp.com/en/articles/5966938-setting-a-default-purchase-price-for-supplier-currencies.md): Set default purchase prices in foreign currencies for suppliers to streamline purchasing and maintain accurate records.
- [Selling in multiple currencies](https://support.katanamrp.com/en/articles/5966937-selling-in-multiple-currencies.md): Sell products in multiple currencies to manage international transactions and ensure accurate financial tracking.
- [Buying in multiple currencies](https://support.katanamrp.com/en/articles/5966934-buying-in-multiple-currencies.md): Manage purchases in multiple currencies for accurate financial tracking.
- [Fixing the currency rate on sales orders \(SO\)](https://support.katanamrp.com/en/articles/5966933-fixing-the-currency-rate-on-sales-orders-so.md): Fix currency rates on sales orders to ensure stable pricing and accurate financial records.
- [Fixing the currency rate on purchase orders](https://support.katanamrp.com/en/articles/5966930-fixing-the-currency-rate-on-purchase-orders.md): Fix currency rates on purchase orders to lock in exchange rates and ensure consistent financial tracking.
- [Edit currency rate and date for sales / purchase orders](https://support.katanamrp.com/en/articles/5966926-edit-currency-rate-and-date-for-sales-purchase-orders.md): Edit currency rates and dates on sales or purchase orders to ensure accurate financial records.
- [How to add team members to Katana](https://support.katanamrp.com/en/articles/5967654-how-to-add-team-members-to-katana.md): Effortlessly add team members to enhance collaboration and access, from full functionalities to shop floor operations
- [How to remove team members from Katana](https://support.katanamrp.com/en/articles/5967651-how-to-remove-team-members-from-katana.md): Remove team members to manage user access and maintain security.
- [Team member roles](https://support.katanamrp.com/en/articles/5967652-team-member-roles.md): Understand Katana's team member roles: Owners, Users, and Operators for clear team functions.
- [Subscribing to Katana](https://support.katanamrp.com/en/articles/5967677-subscribing-to-katana.md): Subscribe to Katana to access powerful inventory and production management features.
- [Editing a subscription](https://support.katanamrp.com/en/articles/5967671-editing-a-subscription.md): Edit your Katana subscription to upgrade, downgrade, or change billing information.
- [Where to find past invoices?](https://support.katanamrp.com/en/articles/5967670-where-to-find-past-invoices.md): Locate and manage your Katana invoice to keep track of billing history and financial records.
- [Managing past-due invoices](https://support.katanamrp.com/en/articles/6839688-managing-past-due-invoices.md): Manage past due invoices to keep your account current and ensure uninterrupted access.
- [Canceling a subscription](https://support.katanamrp.com/en/articles/5967669-canceling-a-subscription.md): Cancel your Katana subscription to stop future billing and deactivate your account services.
- [Subscription plans](https://support.katanamrp.com/en/articles/5967667-subscription-plans.md): Explore Katana’s subscription plans to find the right fit for your production needs.
- [Free plan](https://support.katanamrp.com/en/articles/11831152-free-plan.md): Test out Katana without worrying about cost, by signing up to a free plan
- [How to change the account owner](https://support.katanamrp.com/en/articles/8095238-how-to-change-the-account-owner.md): Change the account owner to transfer ownership and manage permissions effectively.
- [Attaching an add-on to your subscription](https://support.katanamrp.com/en/articles/8984907-attaching-an-add-on-to-your-subscription.md): Attach an add-on to your subscription to enhance functionality.
- [Add-on removal](https://support.katanamrp.com/en/articles/8711658-add-on-removal.md): Remove add-ons from your Katana subscription to manage costs.

## Integrations

- [What are Community Solution apps](https://support.katanamrp.com/en/articles/15459961-what-are-community-solution-apps.md): Get even more about out of Katana through community-made creations
- [A quick overview of Katana's API](https://support.katanamrp.com/en/articles/5966831-a-quick-overview-of-katana-s-api.md): Unlock Katana's full potential with API: automate data flows, create custom integrations, and sync across platforms.
- [BigCommerce integration overview](https://support.katanamrp.com/en/articles/6465834-bigcommerce-integration-overview.md): Learn how to manage BigCommerce order fulfillment while keeping inventory and related production in control
- [How to connect to BigCommerce](https://support.katanamrp.com/en/articles/6465964-how-to-connect-to-bigcommerce.md): Find out how to connect to BigCommerce and configure the integration to your needs.
- [Mapping BigCommerce locations in Katana](https://support.katanamrp.com/en/articles/6498144-mapping-bigcommerce-locations-in-katana.md): If you've created multiple Locations in Katana or Bigcommerce, you can map your Bigcommerce POS order locations to specific Katana Locations
- [How sales orders \(SOs\) sync between BigCommerce and Katana](https://support.katanamrp.com/en/articles/6471504-how-sales-orders-sos-sync-between-bigcommerce-and-katana.md): Orders from BigCommerce to Katana, changes made to orders in BigCommerce, and two-way sync of fulfillment statuses
- [Add custom items as products: imported BigCommerce sales orders](https://support.katanamrp.com/en/articles/6498189-add-custom-items-as-products-imported-bigcommerce-sales-orders.md): You can choose whether or not to import custom items on BigCommerce Sales Orders to Katana
- [Syncing fulfillment statuses between BigCommerce and Katana](https://support.katanamrp.com/en/articles/6579776-syncing-fulfillment-statuses-between-bigcommerce-and-katana.md): Further information on the 4 ways that fulfillment statuses sync between BigCommerce and Katana
- [How customers are imported from BigCommerce to Katana](https://support.katanamrp.com/en/articles/6471479-how-customers-are-imported-from-bigcommerce-to-katana.md): There are three cases where customers are imported from BigCommerce to Katana
- [How products are imported from BigCommerce to Katana](https://support.katanamrp.com/en/articles/6471453-how-products-are-imported-from-bigcommerce-to-katana.md): Find out more about how products are transferred from BigCommerce to Katana
- [How tax rate setting affects Default sales prices on Bigcommerce imported products](https://support.katanamrp.com/en/articles/6498686-how-tax-rate-setting-affects-default-sales-prices-on-bigcommerce-imported-products.md): The tax rate setting is important for defining Default sales prices for products in product cards in Katana
- [Sync stock levels from Katana to BigCommerce](https://support.katanamrp.com/en/articles/6730774-sync-stock-levels-from-katana-to-bigcommerce.md): Find out how to easily sync stock levels from Katana to BigCommerce
- [How to reconfigure the BigCommerce integration connection](https://support.katanamrp.com/en/articles/6671715-how-to-reconfigure-the-bigcommerce-integration-connection.md): Adjust the BigCommerce connection configuration when changes are needed
- [How to disconnect BigCommerce from Katana](https://support.katanamrp.com/en/articles/6465956-how-to-disconnect-bigcommerce-from-katana.md): Easily disconnect the BigCommerce integration from Katana
- [BigCommerce integration: videos playlist](https://support.katanamrp.com/en/articles/8919656-bigcommerce-integration-videos-playlist.md): See how to set up the BigCommerce integration, how the integration works, and what benefits it provides
- [Onboarding videos: QuickBooks Online integration](https://support.katanamrp.com/en/articles/5968186-onboarding-videos-quickbooks-online-integration.md): See how to set up the QuickBooks and Katana integration, how the integration works, and what benefits it provides
- [QuickBooks Online integration: basic overview](https://support.katanamrp.com/en/articles/5968184-quickbooks-online-integration-basic-overview.md): Integrate QuickBooks Online with Katana to seamlessly synchronize sales, purchases, and inventory data.
- [How to connect/disconnect QuickBooks Online](https://support.katanamrp.com/en/articles/5968181-how-to-connect-disconnect-quickbooks-online.md): Link QuickBooks Online to Katana for easy financial tracking and management.
- [How to configure the QuickBooks Online integration](https://support.katanamrp.com/en/articles/9447704-how-to-configure-the-quickbooks-online-integration.md): Configure the QuickBooks Online integration with Katana to have seamless synchronization of financial and inventory data.
- [Syncing Katana purchase orders to QuickBooks Online as bills](https://support.katanamrp.com/en/articles/5968171-syncing-katana-purchase-orders-to-quickbooks-online-as-bills.md): Sync POs from Katana to QuickBooks Online as bills for precise financial management.
- [Syncing stock with QuickBooks Online](https://support.katanamrp.com/en/articles/5968165-syncing-stock-with-quickbooks-online.md): How to sync stock to QuickBooks from Katana data
- [Sending stock adjustments to QuickBooks Online](https://support.katanamrp.com/en/articles/8894988-sending-stock-adjustments-to-quickbooks-online.md): Send stock adjustments to QuickBooks Online for accurate financial records.
- [Sending manufacturing operations cost to QuickBooks Online](https://support.katanamrp.com/en/articles/8544504-sending-manufacturing-operations-cost-to-quickbooks-online.md): Learn about sending operation costs to QuickBooks Online for clearer financial tracking.
- [Syncing Katana sales orders to QuickBooks Online as invoices](https://support.katanamrp.com/en/articles/5968177-syncing-katana-sales-orders-to-quickbooks-online-as-invoices.md): Sync sales orders from Katana to QuickBooks as invoices for accurate financial tracking.
- [Mapping tax rates with QuickBooks Online](https://support.katanamrp.com/en/articles/5968179-mapping-tax-rates-with-quickbooks-online.md): Map tax rates between Katana and QuickBooks for consistent tax calculations and financial accuracy.
- [How to manage multiple currencies with QuickBooks Online integration](https://support.katanamrp.com/en/articles/5968170-how-to-manage-multiple-currencies-with-quickbooks-online-integration.md): Sell and purchase in multiple currencies and create matching accounting documents in QuickBooks
- [How to handle credit notes with QuickBooks Online](https://support.katanamrp.com/en/articles/11332759-how-to-handle-credit-notes-with-quickbooks-online.md): Manage accounts for sales order returns with credit notes.
- [Deleting invoices and bills created in QuickBooks Online via Katana](https://support.katanamrp.com/en/articles/5968166-deleting-invoices-and-bills-created-in-quickbooks-online-via-katana.md): Info on deleting invoices and bills created in QuickBooks via Katana
- [QuickBooks Online FAQs](https://support.katanamrp.com/en/articles/5968164-quickbooks-online-faqs.md): Six of the most common QuickBooks Online questions
- [Shopify integration overview](https://support.katanamrp.com/en/articles/5968286-shopify-integration-overview.md): Learn how to manage the fulfillment of Shopify orders while keeping the inventory and related production in control
- [How to connect Shopify to Katana](https://support.katanamrp.com/en/articles/5968283-how-to-connect-shopify-to-katana.md): Learn how to connect your Shopify store to Katana, ensuring seamless synchronization of orders and inventory for streamlined operations.
- [Mapping Shopify locations in Katana](https://support.katanamrp.com/en/articles/5968282-mapping-shopify-locations-in-katana.md): Map Shopify locations to Katana to ensure accurate inventory tracking and streamline multi-location order fulfillment. Map where stock is held, where orders are fulfilled, and which Shopify locatio...
- [How to enable Shopify's "Payment pending" SOs from syncing to Katana](https://support.katanamrp.com/en/articles/5968254-how-to-enable-shopify-s-payment-pending-sos-from-syncing-to-katana.md): How to prevent syncing Sales orders with "Payment pending" status from Shopify
- [How to import custom items from Shopify](https://support.katanamrp.com/en/articles/5968262-how-to-import-custom-items-from-shopify.md): Choose whether or not you want to import custom items from Shopify sales orders to Katana
- [How customers are imported from Shopify to Katana](https://support.katanamrp.com/en/articles/5968267-how-customers-are-imported-from-shopify-to-katana.md): Keep customer records in sync between Shopify and Katana via import.
- [Importing products from Shopify to Katana](https://support.katanamrp.com/en/articles/5968275-importing-products-from-shopify-to-katana.md): Determine how Products are imported from Shopify to Katana
- [Importing initial stock levels and cost from Shopify to Katana](https://support.katanamrp.com/en/articles/5968273-importing-initial-stock-levels-and-cost-from-shopify-to-katana.md): How to import initial stock levels from Shopify to Katana
- [How tax rate affects default sales prices for imported Shopify products](https://support.katanamrp.com/en/articles/5968265-how-tax-rate-affects-default-sales-prices-for-imported-shopify-products.md): The tax rate setting is important for defining Default Sales Prices for products in product cards in Katana
- [How sales orders sync between Shopify and Katana](https://support.katanamrp.com/en/articles/5968280-how-sales-orders-sync-between-shopify-and-katana.md): Open sales orders, changes made to orders, and a two-way sync of fulfillment statuses
- [How to manage returns between Shopify and Katana](https://support.katanamrp.com/en/articles/11384447-how-to-manage-returns-between-shopify-and-katana.md): Make return management easier by keeping them aligned between Shopify and Katana.
- [Sync stock levels from Katana to Shopify](https://support.katanamrp.com/en/articles/5968271-sync-stock-levels-from-katana-to-shopify.md): Sync stock levels from Katana to Shopify for real-time inventory updates and efficient e-commerce management.
- [How to prevent separate channel sales orders from affecting the available stock in Shopify](https://support.katanamrp.com/en/articles/5968269-how-to-prevent-separate-channel-sales-orders-from-affecting-the-available-stock-in-shopify.md): Prevent Sales orders from other channels from affecting the available stock in Shopify
- [How to reconfigure the Shopify integration](https://support.katanamrp.com/en/articles/5968259-how-to-reconfigure-the-shopify-integration.md): How to change Shopify connection configurations
- [How to disconnect Shopify](https://support.katanamrp.com/en/articles/5968258-how-to-disconnect-shopify.md): Disconnect from Shopify in two steps
- [How Shopify POS \(Point-of-Sale\) orders sync to Katana](https://support.katanamrp.com/en/articles/5968252-how-shopify-pos-point-of-sale-orders-sync-to-katana.md): Shopify POS \(Point-of-Sale\) orders are imported to Katana similarly to Shopify online orders or orders from any sales channel in Shopify
- [How SO changes in Shopify affect MOs in Katana](https://support.katanamrp.com/en/articles/5968251-how-so-changes-in-shopify-affect-mos-in-katana.md): Changes synced to the sales orders are applied to Manufacturing orders only if the Manufacturing orders are Make-to-order
- [How to manage multiple currencies with Shopify](https://support.katanamrp.com/en/articles/5968277-how-to-manage-multiple-currencies-with-shopify.md): Manage multiple currencies through the Shopify integration
- [How to manage Shopify kits and bundles in Katana](https://support.katanamrp.com/en/articles/5968261-how-to-manage-shopify-kits-and-bundles-in-katana.md): In Shopify, kits/bundles are typically created as separate products
- [How Shopify SO line item properties for products are displayed in Katana](https://support.katanamrp.com/en/articles/5968255-how-shopify-so-line-item-properties-for-products-are-displayed-in-katana.md): Shopify add-ons for providing additional product customization options will show as line item properties on Sales orders
- [WooCommerce integration overview](https://support.katanamrp.com/en/articles/5968239-woocommerce-integration-overview.md): This integration makes it easy to manage the fulfillment of WooCommerce orders while keeping the inventory and related production in control
- [How to connect WooCommerce to Katana](https://support.katanamrp.com/en/articles/5968238-how-to-connect-woocommerce-to-katana.md): You can connect WooCommerce to Katana from within Katana
- [How to map WooCommerce orders to a Katana location](https://support.katanamrp.com/en/articles/5968212-how-to-map-woocommerce-orders-to-a-katana-location.md): If you have created multiple locations in Katana, you can select a Katana location where your WooCommerce orders are imported to
- [How WooCommerce's tax rate setting affects the default sales prices for imported products](https://support.katanamrp.com/en/articles/5968235-how-woocommerce-s-tax-rate-setting-affects-the-default-sales-prices-for-imported-products.md): The tax rate setting is important for defining Default sales prices for products on product cards in Katana
- [How customers are imported from WooCommerce](https://support.katanamrp.com/en/articles/5968220-how-customers-are-imported-from-woocommerce.md): Customers can be imported from WooCommerce to Katana in three cases
- [How products are imported from WooCommerce](https://support.katanamrp.com/en/articles/5968223-how-products-are-imported-from-woocommerce.md): Products can be imported from WooCommerce to Katana in three cases
- [Importing initial stock levels from WooCommerce](https://support.katanamrp.com/en/articles/5968222-importing-initial-stock-levels-from-woocommerce.md): How to import initial stock levels from WooCommerce to Katana?
- [How to set initial costs for stock imported from WooCommerce](https://support.katanamrp.com/en/articles/5968221-how-to-set-initial-costs-for-stock-imported-from-woocommerce.md): Yyou can import all your products and stock levels from WooCommerce to Katana
- [How sales orders \(SOs\) sync between WooCommerce and Katana](https://support.katanamrp.com/en/articles/5968231-how-sales-orders-sos-sync-between-woocommerce-and-katana.md): This integration pulls all open Sales orders from WooCommerce to Katana and establishes a two-way sync for fulfillment statuses
- [How to sync stock levels from Katana to WooCommerce](https://support.katanamrp.com/en/articles/5968218-how-to-sync-stock-levels-from-katana-to-woocommerce.md): How to sync stock levels from Katana to WooCommerce?
- [How to prevent separate channel sales orders from affecting the available stock in WooCommerce](https://support.katanamrp.com/en/articles/5968215-how-to-prevent-separate-channel-sales-orders-from-affecting-the-available-stock-in-woocommerce.md): How to prevent sales orders from other channels from affecting the available stock in WooCommerce?
- [How to connect multiple WooCommerce stores](https://support.katanamrp.com/en/articles/5968236-how-to-connect-multiple-woocommerce-stores.md): You can connect multiple WooCommerce stores to Katana
- [How to reconfigure the WooCommerce integration](https://support.katanamrp.com/en/articles/5968214-how-to-reconfigure-the-woocommerce-integration.md): How to change WooCommerce connection configurations?
- [How WooCommerce SO line item properties for products are displayed in Katana](https://support.katanamrp.com/en/articles/5968226-how-woocommerce-so-line-item-properties-for-products-are-displayed-in-katana.md): In WooCommerce, you can add metadata to items on sales orders to display additional information about the product
- [How to manage WooCommerce bundles in Katana](https://support.katanamrp.com/en/articles/5968216-how-to-manage-woocommerce-bundles-in-katana.md): In WooCommerce, product bundles can be created using a WooCommerce plugin for Product Bundles
- [How to manage multiple currencies in WooCommerce](https://support.katanamrp.com/en/articles/5968228-how-to-manage-multiple-currencies-in-woocommerce.md): How to manage multiple currencies with WooCommerce integration
- [Videos playlist: WooCommerce integration](https://support.katanamrp.com/en/articles/5968242-videos-playlist-woocommerce-integration.md): See how to set up the WooCommerce integration, how the integration works, and what benefits it provides
- [Xero integration overview](https://support.katanamrp.com/en/articles/5968154-xero-integration-overview.md): Use our Xero native integration to keep your accounting in sync with Katana
- [How to connect Xero to Katana](https://support.katanamrp.com/en/articles/5968153-how-to-connect-xero-to-katana.md): It takes only a few easy steps to connect Xero to Katana.
- [How to sync Katana sales orders \(SOs\) to Xero as invoices](https://support.katanamrp.com/en/articles/5968147-how-to-sync-katana-sales-orders-sos-to-xero-as-invoices.md): Easily create invoices in Xero based on Katana sales orders.
- [How to sync Katana purchase orders \(POs\) to Xero as bills](https://support.katanamrp.com/en/articles/5968145-how-to-sync-katana-purchase-orders-pos-to-xero-as-bills.md): Create bills in Xero based on Katana Purchase orders and Outsourced purchase orders
- [How to map tax rates between Xero and Katana](https://support.katanamrp.com/en/articles/5968152-how-to-map-tax-rates-between-xero-and-katana.md): Tax rates ensure that taxes are accounted for correctly in Xero when creating invoices based on Katana Sales orders
- [How to reconfigure the Xero integration](https://support.katanamrp.com/en/articles/5968141-how-to-reconfigure-the-xero-integration.md): Reconfiguring the Xero integration allows you to make needed changes.
- [How to manage multiple currencies with Xero](https://support.katanamrp.com/en/articles/5968144-how-to-manage-multiple-currencies-with-xero.md): Sell and purchase in multiple currencies and create accounting documents in Xero that have other currencies than your Katana base currency
- [How to delete invoices created in Xero via Katana](https://support.katanamrp.com/en/articles/5968139-how-to-delete-invoices-created-in-xero-via-katana.md): Invoices and bills created in Xero via the Katana integration can only be deleted in Xero
- [How to "sync" stock to Xero from Katana](https://support.katanamrp.com/en/articles/5968138-how-to-sync-stock-to-xero-from-katana.md): How to sync stock to Xero to record stock levels from Katana data.
- [How to disconnect the Xero integration](https://support.katanamrp.com/en/articles/5968142-how-to-disconnect-the-xero-integration.md): Disconnect from Xero in two easy steps
- [Xero FAQs](https://support.katanamrp.com/en/articles/5968135-xero-faqs.md): Answers to six of the most common questions related to the Xero to Katana integration
- [Videos playlist: Xero integration](https://support.katanamrp.com/en/articles/5968348-videos-playlist-xero-integration.md): See how to set up the Xero and Katana integration, how the integration works and what benefits it provides
- [Extensiv Integration Manager \(FKA CartRover\)](https://support.katanamrp.com/en/articles/5967857-extensiv-integration-manager-fka-cartrover.md): Extensiv Integration Manager integrates Katana with popular shopping carts, marketplaces, shipping, or warehouse management systems
- [Adobe Commerce \(FKA Magento\) integration \(via Extensiv\)](https://support.katanamrp.com/en/articles/6457450-adobe-commerce-fka-magento-integration-via-extensiv.md): Adobe Commerce is a highly flexible open-source platform that specializes in building e-commerce websites.
- [Amazon Seller Central \(Seller-fulfilled\) integration \(via Extensiv\)](https://support.katanamrp.com/en/articles/6167824-amazon-seller-central-seller-fulfilled-integration-via-extensiv.md): Connect to the giant e-commerce platform and one of the largest retailers
- [Amazon Seller Central \(Fulfilled-by-Amazon\) integration \(via Extensiv\)](https://support.katanamrp.com/en/articles/6167678-amazon-seller-central-fulfilled-by-amazon-integration-via-extensiv.md): Connect to the giant e-commerce platform and one of the largest retailers
- [eBay integration \(via Extensiv\)](https://support.katanamrp.com/en/articles/6290848-ebay-integration-via-extensiv.md): eBay is one of the most popular seller marketplaces
- [Etsy integration \(via Extensiv\)](https://support.katanamrp.com/en/articles/10308892-etsy-integration-via-extensiv.md): Connect Katana with Etsy using Extensiv Integration Manager
- [Faire integration \(via Extensiv\)](https://support.katanamrp.com/en/articles/6094992-faire-integration-via-extensiv.md): Faire is an online wholesale B2B marketplace connecting manufacturers with retailers.
- [Lightspeed Retail POS integration \(via Extensiv\)](https://support.katanamrp.com/en/articles/10308896-lightspeed-retail-pos-integration-via-extensiv.md): Lightspeed Retail is a cloud-based point-of-sale system for retail businesses, offering tools to manage inventory, sales, customer relationships, and payments across multiple channels and locations.
- [PrestaShop integration \(via Extensiv\)](https://support.katanamrp.com/en/articles/6457212-prestashop-integration-via-extensiv.md): PrestaShop is one of the leading open-source e-commerce solutions.
- [ShipBob integration \(via Extensiv\)](https://support.katanamrp.com/en/articles/10419944-shipbob-integration-via-extensiv.md): Connect Katana with ShipBob via Extensiv for streamlined order and inventory management.
- [ShipHero integration \(via Extensiv\)](https://support.katanamrp.com/en/articles/10419947-shiphero-integration-via-extensiv.md): Integrate Katana with ShipHero for effective order and inventory synchronization
- [Shippo integration \(via Extensiv\)](https://support.katanamrp.com/en/articles/7836321-shippo-integration-via-extensiv.md): Integrate Shippo to streamline your shipping process and save time.
- [ShipStation integration \(via Extensiv\)](https://support.katanamrp.com/en/articles/6992670-shipstation-integration-via-extensiv.md): Fulfill your orders with ShipStation, a fast and simple web-based shipping software that makes your life easier.
- [Squarespace integration \(via Extensiv\)](https://support.katanamrp.com/en/articles/10308936-squarespace-integration-via-extensiv.md): An all-in-one platform for creating and hosting professional websites without needing to code
- [Walmart Marketplace integration \(via Extensiv\)](https://support.katanamrp.com/en/articles/6095014-walmart-marketplace-integration-via-extensiv.md): Walmart Marketplace is the e-commerce platform of the well-known retail brand for businesses in the US or Canada.
- [Zoey integration \(via Extensiv\)](https://support.katanamrp.com/en/articles/10308940-zoey-integration-via-extensiv.md): Use Extensiv to connect to Zoey's B2B ecommerce mobile app
- [Integrately overview](https://support.katanamrp.com/en/articles/6650837-integrately-overview.md): Integrately allows you seamlessly sync data between Katana and hundreds of apps
- [How to set up a Katana connection with Integrately](https://support.katanamrp.com/en/articles/6651079-how-to-set-up-a-katana-connection-with-integrately.md): Connect Katana to Integrately to have access to hundreds of apps.
- [Make integration overview](https://support.katanamrp.com/en/articles/5968077-make-integration-overview.md): Make offers you a powerful code-free solution for setting up custom integrations and automation
- [Setting up a Katana connection in Make](https://support.katanamrp.com/en/articles/5968074-setting-up-a-katana-connection-in-make.md): How to set up Katana connection in Make
- [How to send an email \(Gmail\) when SOs are Delivered \(via Make\)](https://support.katanamrp.com/en/articles/5968070-how-to-send-an-email-gmail-when-sos-are-delivered-via-make.md): Setup automation to send an email when a sales order is delivered
- [Importing sales orders from Etsy to Katana \(via Make\)](https://support.katanamrp.com/en/articles/5968069-importing-sales-orders-from-etsy-to-katana-via-make.md): Setup the import of sales orders from Etsy to Katana
- [Sync fulfillment status to Etsy from Katana \(via Make\)](https://support.katanamrp.com/en/articles/5968065-sync-fulfillment-status-to-etsy-from-katana-via-make.md): Setup a workflow that marks an order as shipped in Etsy when a Sales order delivery status is changed to Delivered in Katana
- [Bulk add purchase orders from Google Sheets \(via Make\)](https://support.katanamrp.com/en/articles/7888174-bulk-add-purchase-orders-from-google-sheets-via-make.md): The Make integration makes it easy to add Purchase orders in bulk to Katana
- [Add suppliers from Google Sheets to Katana \(via Make\)](https://support.katanamrp.com/en/articles/7114428-add-suppliers-from-google-sheets-to-katana-via-make.md): Setup automation with Make to import suppliers data to Katana
- [Export suppliers to Google Sheets from Katana \(via Make\)](https://support.katanamrp.com/en/articles/7113382-export-suppliers-to-google-sheets-from-katana-via-make.md): Setup automation with Make to export suppliers data from Katana
- [Export customers to Google Sheets from Katana \(via Make\)](https://support.katanamrp.com/en/articles/7109585-export-customers-to-google-sheets-from-katana-via-make.md): Setup automation with Make to export customers data from Katana
- [Export stock transfers to Google Sheets from Katana \(via Make\)](https://support.katanamrp.com/en/articles/7114877-export-stock-transfers-to-google-sheets-from-katana-via-make.md): Setup automation with Make to export stock transfers from Katana
- [Importing sales orders from Squarespace to Katana \(via Make\)](https://support.katanamrp.com/en/articles/5968061-importing-sales-orders-from-squarespace-to-katana-via-make.md): Setup the import of Sales orders from Squarespace to Katana
- [Sync fulfillment status from Squarespace to Katana \(via Make\)](https://support.katanamrp.com/en/articles/5968060-sync-fulfillment-status-from-squarespace-to-katana-via-make.md): Setup a workflow that marks order status as Delivered in Katana when it's fulfilled in Squarespace
- [Importing sales orders from Wix to Katana \(via Make\)](https://support.katanamrp.com/en/articles/5968056-importing-sales-orders-from-wix-to-katana-via-make.md): Setup the import of Sales orders from Wix to Katana via Make \(ex Integromat\)
- [Zapier integration overview](https://support.katanamrp.com/en/articles/5968125-zapier-integration-overview.md): Zapier enables you to easily connect your apps and automate workflows
- [Basics of Zap creation](https://support.katanamrp.com/en/articles/5968123-basics-of-zap-creation.md): Zaps can only be created within Zapier, not in Katana
- [Importing sales orders from Amazon Seller Central to Katana \(via Zapier\)](https://support.katanamrp.com/en/articles/5968086-importing-sales-orders-from-amazon-seller-central-to-katana-via-zapier.md): A guide for setting up the import of Sales orders from Amazon Seller Central to Katana via Zapier
- [Import sales orders and customers from eBay to Katana \(via Zapier\)](https://support.katanamrp.com/en/articles/5968096-import-sales-orders-and-customers-from-ebay-to-katana-via-zapier.md): A guide for setting up the import of Sales orders from eBay to Katana via Zapier
- [Importing sales orders and customers from Ecwid to Katana \(via Zapier\)](https://support.katanamrp.com/en/articles/5968092-importing-sales-orders-and-customers-from-ecwid-to-katana-via-zapier.md): A guide for setting up the import of Sales orders from Ecwid to Katana via Zapier
- [Importing sales orders to Katana from Google Sheets \(via Zapier\)](https://support.katanamrp.com/en/articles/5968109-importing-sales-orders-to-katana-from-google-sheets-via-zapier.md): This is a guide for setting up a Zap for importing Sales orders from Google Sheets to Katana
- [Importing customers to Katana from Google Sheets \(via Zapier\)](https://support.katanamrp.com/en/articles/5968105-importing-customers-to-katana-from-google-sheets-via-zapier.md): A guide for setting up a Zap for importing Customers from Google Sheets to Katana
- [Perform a one-time sales order import from Google Sheets \(via Zapier\)](https://support.katanamrp.com/en/articles/5968104-perform-a-one-time-sales-order-import-from-google-sheets-via-zapier.md): You can create a Zap for doing a one-time import of your historical Sales orders from Google Sheets
- [Importing sales orders from Magento to Katana \(via Zapier\)](https://support.katanamrp.com/en/articles/5968097-importing-sales-orders-from-magento-to-katana-via-zapier.md): A guide for setting up the import of sales orders \(SOs\) from Magento to Katana via Zapier
- [Importing sales orders from Pipedrive to Katana \(via Zapier\)](https://support.katanamrp.com/en/articles/5968080-importing-sales-orders-from-pipedrive-to-katana-via-zapier.md): A guide for setting up the import of sales orders from Pipedrive to Katana via Zapier
- [Importing sales orders from Salesforce to Katana \(via Zapier\)](https://support.katanamrp.com/en/articles/5968091-importing-sales-orders-from-salesforce-to-katana-via-zapier.md): A guide for setting up the import of Sales orders from Salesforce to Katana via Zapier
- [Importing sales orders from Shift4Shop \(formerly 3dcart\) to Katana \(via Zapier\)](https://support.katanamrp.com/en/articles/5968083-importing-sales-orders-from-shift4shop-formerly-3dcart-to-katana-via-zapier.md): A guide for setting up the import of sales orders from Shift4Shop to Katana via Zapier
- [Importing sales orders from Square to Katana \(via Zapier\)](https://support.katanamrp.com/en/articles/12841104-importing-sales-orders-from-square-to-katana-via-zapier.md): A guide for setting up the import of sales orders from Square to Katana via Zapier
- [2Ship integration](https://support.katanamrp.com/en/articles/5967843-2ship-integration.md): Automate shipping processes, compare shipping costs, and find the best rate and service
- [Accountero integration](https://support.katanamrp.com/en/articles/10146884-accountero-integration.md): Accountero provides real-time data, smart analysis, actionable insights, and timely access to financial experts, services & apps.
- [BOM Configurator \(via DataAutomation\)](https://support.katanamrp.com/en/articles/12471068-bom-configurator-via-dataautomation.md): Create products with BOMs directly from Shopify.
- [ConverSight integration](https://support.katanamrp.com/en/articles/13106574-conversight-integration.md): An AI analytics platform super-charged for supply chain companies.
- [Easy Insight integration](https://support.katanamrp.com/en/articles/5967858-easy-insight-integration.md): A cloud analytics and reporting platform that can power your business with real-time dashboards
- [JIKKO integration](https://support.katanamrp.com/en/articles/8020311-jikko-integration.md): JIKKO helps to streamline complex manufacturing processes, reduce costs, and improve productivity
- [LilyPad Vortex integration](https://support.katanamrp.com/en/articles/11537154-lilypad-vortex-integration.md): A one-stop customer portal for order entry and inventory availability
- [Outvio integration](https://support.katanamrp.com/en/articles/6311549-outvio-integration.md): Automate and streamline post-sales processes
- [Owlery integration](https://support.katanamrp.com/en/articles/8460675-owlery-integration.md): This integration allows you to connect Katana to Owlery's all-in-one logistics platform.
- [Pipe17 integration](https://support.katanamrp.com/en/articles/6094972-pipe17-integration.md): Synchronize and automate order and inventory flows by connecting your order databases to your 3PLs, ERP, and more
- [Prospect CRM integration](https://support.katanamrp.com/en/articles/6094966-prospect-crm-integration.md): A cloud-based CRM designed explicitly for Wholesalers, Distributors, and Manufacturers who sell physical products B2B
- [Replyco integration](https://support.katanamrp.com/en/articles/6752354-replyco-integration.md): Replyco is an e-commerce helpdesk platform that centralizes all your customer messages into one inbox.
- [ShippyPro integration](https://support.katanamrp.com/en/articles/6261312-shippypro-integration.md): ShippyPro can automate shipping management workflow, print labels in bulk, and track order status
- [Shiptheory integration](https://support.katanamrp.com/en/articles/6094975-shiptheory-integration.md): A shipping management platform that connects manufacturers with carriers to automate shipping labels, manifests, and tracking operations
- [SparkLayer integration](https://support.katanamrp.com/en/articles/11537180-sparklayer-integration.md): Enable B2B for your ecommerce platform using SparkLayer to enable the syncing of customers and price data to SparkLayer.
- [SPS Commerce integration](https://support.katanamrp.com/en/articles/10441513-sps-commerce-integration.md): SPS Commerce streamlines order processing, inventory synchronization, and invoicing.
- [Starshipit integration](https://support.katanamrp.com/en/articles/11028852-starshipit-integration.md): Use Starship it to help manage your shipping and fulfillment and sync updates with Katana.
- [StockTrim integration](https://support.katanamrp.com/en/articles/6266511-stocktrim-integration.md): An automated demand forecasting and inventory planning software app
- [SyncHub integration](https://support.katanamrp.com/en/articles/5967846-synchub-integration.md): Connect Katana to popular reporting and BI tools
- [Syncware integration](https://support.katanamrp.com/en/articles/7057712-syncware-integration.md): Software to automate orders, shipments, and inventory for multi-channel consumer product brands.
- [TikTok shop integration \(via Pipe17\)](https://support.katanamrp.com/en/articles/10419921-tiktok-shop-integration-via-pipe17.md): Connect Katana to your TikTok shop for automated order processing and inventory sync.
- [Tradegecko integration \(video\)](https://support.katanamrp.com/en/articles/5968342-tradegecko-integration-video.md): See how to set up the Tradegecko and Katana integration, how the integration works and what benefits it provides
- [Workclout integration](https://support.katanamrp.com/en/articles/8389695-workclout-integration.md): Deliver the highest quality products and services to your customers
- [Managing order fulfillment with Shipstation, Katana, and Shopify/WooCommerce](https://support.katanamrp.com/en/articles/5945044-managing-order-fulfillment-with-shipstation-katana-and-shopify-woocommerce.md): Streamline order fulfillment across Katana, Shopify, and ShipStation for efficient shipping.

## Printing

- [Basics of PDF printing](https://support.katanamrp.com/en/articles/5967636-basics-of-pdf-printing.md): Printing in Katana is available for all documents in PDF format
- [Basics of custom print templates](https://support.katanamrp.com/en/articles/5967627-basics-of-custom-print-templates.md): Katana enables you to add your own look and feel to PDF printouts
- [Basics of the PDF Editor](https://support.katanamrp.com/en/articles/5967622-basics-of-the-pdf-editor.md): Basics of the PDF Editor and tutorials on the most commonly asked capabilities
- [Sample print templates designed in PDF Editor](https://support.katanamrp.com/en/articles/5967621-sample-print-templates-designed-in-pdf-editor.md): An overview of some sample documents created in the PDF Editor
- [How to print a stock adjustment](https://support.katanamrp.com/en/articles/5966118-how-to-print-a-stock-adjustment.md): Learn how to print a Stock Adjustment
- [How to print a Quote](https://support.katanamrp.com/en/articles/5914232-how-to-print-a-quote.md): You can either print Quotes or simply save them as a PDF
- [How to print barcodes](https://support.katanamrp.com/en/articles/5966966-how-to-print-barcodes.md): Katana can generate the barcode labels as printable PDF pages or you can export the barcode numbers
- [How to print sales orders or packing lists](https://support.katanamrp.com/en/articles/5914255-how-to-print-sales-orders-or-packing-lists.md): If you ever need a physical copy, it's easy to print from Katana
- [How to print manufacturing orders \(MOs\)](https://support.katanamrp.com/en/articles/5914324-how-to-print-manufacturing-orders-mos.md): You can print a Manufacturing order with or without cost information, or as a pick list
- [How to print Tasks](https://support.katanamrp.com/en/articles/5914321-how-to-print-tasks.md): Using the print function, you can print your Tasks for easy viewing
- [How to print purchase orders \(POs\), Request for Quotes \(RFQs\), or put-away lists](https://support.katanamrp.com/en/articles/5945002-how-to-print-purchase-orders-pos-request-for-quotes-rfqs-or-put-away-lists.md): You can print Purchase orders \(PO\) in three different formats
- [How to print outsourced purchase orders \(OPO\)](https://support.katanamrp.com/en/articles/6186062-how-to-print-outsourced-purchase-orders-opo.md): Learn how to print Outsourced purchase orders
- [How to create/edit custom print templates](https://support.katanamrp.com/en/articles/5967626-how-to-create-edit-custom-print-templates.md): Learn how to make custom print templates look how you want them.
- [How to add fields to a custom template](https://support.katanamrp.com/en/articles/5967620-how-to-add-fields-to-a-custom-template.md): How to add data fields into your Katana template using the PDF Editor
- [How to add editable/custom fields to print templates](https://support.katanamrp.com/en/articles/6138513-how-to-add-editable-custom-fields-to-print-templates.md): An overview of how to use the PDF Editor and add editable fields to a PDF template
- [How to add a company logo/image to a PDF template](https://support.katanamrp.com/en/articles/5967619-how-to-add-a-company-logo-image-to-a-pdf-template.md): How to add my company logo or images to PDF templates
- [How to edit the header/footer on a PDF template](https://support.katanamrp.com/en/articles/5967618-how-to-edit-the-header-footer-on-a-pdf-template.md): Learn how to edit PDF templates headers and footers
- [Videos: How to manage tables and containers on a PDF template](https://support.katanamrp.com/en/articles/5967617-videos-how-to-manage-tables-and-containers-on-a-pdf-template.md): How to manage tables and containers on PDF templates
- [How to hide/unhide templates in print menus](https://support.katanamrp.com/en/articles/5967632-how-to-hide-unhide-templates-in-print-menus.md): Choose whether or not print templates appear in various menus throughout Katana.
- [How to reorder the templates found in print menus](https://support.katanamrp.com/en/articles/5967628-how-to-reorder-the-templates-found-in-print-menus.md): Customize the order of print templates found in print menus
- [Additional support for customizing templates](https://support.katanamrp.com/en/articles/5967615-additional-support-for-customizing-templates.md): Where to find further support on customizing templates

## FAQs

- [I can't find a save button — how do I save in Katana?](https://support.katanamrp.com/en/articles/5967708-i-can-t-find-a-save-button-how-do-i-save-in-katana.md): How saving works in Katana
- [Can I use Katana in other languages besides English?](https://support.katanamrp.com/en/articles/5967705-can-i-use-katana-in-other-languages-besides-english.md): How to use Katana in a language besides English
- [How do I delete demo data?](https://support.katanamrp.com/en/articles/5967702-how-do-i-delete-demo-data.md): See how to get rid of the demo data if you no longer need it
- [How do I change my password?](https://support.katanamrp.com/en/articles/5967696-how-do-i-change-my-password.md): A guide on how to change your password
- [What does a password need?](https://support.katanamrp.com/en/articles/5967694-what-does-a-password-need.md): How to create a password for Katana
- [Make in batch or Make to order? / Buy or Outsource?](https://support.katanamrp.com/en/articles/5967692-make-in-batch-or-make-to-order-buy-or-outsource.md): A guide to help understand the difference between Make in batch vs Make to order as well as buy vs outsource.
- ["Oh no..." Error in Katana — What to Do](https://support.katanamrp.com/en/articles/5967689-oh-no-error-in-katana-what-to-do.md): How to solve "Oh no..." messages in Katana
- [How do I attach files to items or orders?](https://support.katanamrp.com/en/articles/5967688-how-do-i-attach-files-to-items-or-orders.md): Guidance on attaching files in Katana
- [How to delete a row on a sales order \(SO\)](https://support.katanamrp.com/en/articles/10656761-how-to-delete-a-row-on-a-sales-order-so.md): Easily delete rows/line items on orders with 2 clicks.
- [Adjust table settings: column order and Width](https://support.katanamrp.com/en/articles/5968316-adjust-table-settings-column-order-and-width.md): Adjust the tables in Katana to fit your needs
- [How to bulk select](https://support.katanamrp.com/en/articles/10679424-how-to-bulk-select.md): Bulk selecting can be a convenient way to adjust several items at a time.
- [Why is the time on exported files different from the Katana interface?](https://support.katanamrp.com/en/articles/12657301-why-is-the-time-on-exported-files-different-from-the-katana-interface.md): When exporting files, you may notice the time differing from what you see in the interface

## Updates and Webinars

- [Simplifying Recipe/BOM management](https://support.katanamrp.com/en/articles/10546492-simplifying-recipe-bom-management.md): Update to how BOMs/Recipes and Product Operations are handled within Katana.
- [Webinar: How to get the most out of Katana's Advanced Manufacturing add-on](https://support.katanamrp.com/en/articles/12952789-webinar-how-to-get-the-most-out-of-katana-s-advanced-manufacturing-add-on.md): Learn more about the Advanced Manufacturing add-on.
- [Webinar: How to track and manage outsourced production in Katana](https://support.katanamrp.com/en/articles/12952810-webinar-how-to-track-and-manage-outsourced-production-in-katana.md): Set up and manage outsourced workflows
- [Webinar: How to get started with the Warehouse Management add-on](https://support.katanamrp.com/en/articles/13044738-webinar-how-to-get-started-with-the-warehouse-management-add-on.md): How to set up and use the Warehouse Management add-on