Contents

Jump to a tool — or click 🔗 Copy link next to any tool heading to copy a shareable link straight to that section (handy for sending a customer to exactly the right tool).

Getting Started

Tools

Getting Started

1. Install the Extension

Install the Katana Extension Library from the Chrome Web Store. (Link coming soon; currently in review.)

Once installed, the extension icon will appear in your Chrome toolbar.

2. Grant Access to Katana

The first time you open a Katana page, the extension will ask you to authorise it with your Katana account. Click Connect and follow the OAuth prompt. This is a one-time step; the extension uses your existing Katana login and never stores your password.

3. Open the Side Panel

Navigate to any page in factory.katanamrp.com. The extension side panel opens automatically on supported pages. You can also click the extension icon in the toolbar to open it manually.

Each tool appears in the side panel only on the pages where it’s relevant, so the panel stays clean and focused.

Tools

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⚡ Webhook Buttons 🔗 Copy link

Webhook Buttons now lives in the Advanced section of the Tool Library and is disabled by default — enable it from the library when you need it.

Available on: Sales Order, Manufacturing Order, Purchase Order, Product, Material, Customer, and Supplier detail pages.

Webhook Buttons lets you create custom action buttons that fire HTTP webhooks from any Katana detail page. Use them to trigger automations in Zapier, Make, or any webhook-compatible service.

Setting up a button:

  1. Open a supported detail page (e.g. a Sales Order).
  2. In the side panel, click Webhook Buttons.
  3. Click + Add Button.
  4. Enter:
    • Button Label: the text displayed on the button (e.g. “Send to Warehouse”)
    • Webhook URL: the endpoint to POST to
    • Headers (optional): any custom HTTP headers (e.g. Authorization: Bearer ...)
  5. Click Save. The button appears immediately in the panel.

Firing a webhook:

Click any configured button. The extension sends a POST request to your webhook URL with a JSON payload containing the current page’s resource ID:

{ "id": "abc123" }

Your receiving service can use this ID to look up or act on the Katana record.

Tips:

  • Buttons are shared across your whole team (stored per Katana organisation).
  • You can add multiple buttons per page type.
  • To edit or delete a button, click the ⚙️ icon next to it.

Available on: Sales Orders list page (/sales).

Search all your sales orders by the customer reference number field (the reference your customer puts on their own purchase order). Katana’s native search doesn’t filter by this field, so this tool fills that gap.

How to use:

  1. Go to the Sales Orders list in Katana.
  2. Open the side panel; Customer Reference Search loads automatically.
  3. Type a customer reference number (or part of one) into the search box.
  4. Matching sales orders appear instantly as you type.
  5. Click any result to open that sales order.

Tips:

  • Search is case-insensitive and matches partial strings.
  • Results show the Katana order number, customer name, and customer reference side by side.

🔍 PO Price Lookup 🔗 Copy link

Available on: Purchase Order detail pages (/purchaseorder/*).

Before reordering, quickly check what you paid last time and how much stock you have on hand — without leaving the PO.

How to use:

  1. Open any Purchase Order in Katana.
  2. The PO Price Lookup panel loads automatically and lists all SKUs on the PO.
  3. Click Look Up Prices. For each SKU you’ll see:
    • Last used price and average price (across recent POs)
    • Price history table (3, 5, or 10 most recent POs)
    • Current stock level and location
  4. Optionally filter by supplier or show only fully received POs using the controls under each SKU card.
  5. To update a PO row’s price to the last used price, select the row you want and click Update PO row.

Tips:

  • Change the History selector (3 / 5 / 10) to see more or fewer historical POs — no extra network request needed.
  • The Done only toggle filters history to fully received POs for a cleaner price signal.
  • Prices and stock refresh each time you open a PO; click Look Up Prices again to re-fetch after making changes.

🧾 AI Order Import 🔗 Copy link

Available on: Sales Orders list page (/sales).

Upload a PDF or CSV (a customer quote, email attachment, or purchase order) and AI reads the line items and creates a draft Sales Order in Katana ready for your review.

How to use:

  1. Go to the Sales Orders list in Katana.
  2. Open the side panel and click AI Order Import.
  3. Click Upload File and select a PDF or CSV.
  4. The AI extracts the line items (SKU, quantity, price). Review the results in the panel.
  5. Correct any misread fields if needed.
  6. Click Create Sales Order. Katana creates the order and opens it for final review.

Supported file types: PDF, CSV

Tips:

  • Works best with structured documents (quotes and POs with clear line item tables).
  • The AI matches SKUs against your Katana product catalogue. Unrecognised SKUs are flagged for manual review before the order is created.
  • Nothing is saved to Katana until you click Create Sales Order.

📨 Email Templates 🔗 Copy link

Available on: All Katana pages.

Save reusable email templates and inject them into Katana’s email composer with a single click; no more copy-pasting the same subject lines and bodies.

Injecting a template:

  1. Open the email composer on any Katana page (e.g. from a Sales Order, click Send Email).
  2. A Templates button appears inside the composer toolbar.
  3. Click Templates to see your saved templates.
  4. Click a template; the subject and body are injected instantly.
  5. Edit as needed before sending.

Managing templates:

  1. Open the side panel on any Katana page.
  2. Click Email Templates.
  3. Use + New Template to create one. Give it a name, subject, and body.
  4. Use the edit (✏️) or delete (🗑️) icons to manage existing templates.

Tips:

  • Templates are saved per Katana organisation and shared with your whole team.
  • You can create as many templates as you need; give them clear names so teammates know which to use.

💸 PO Discount 🔗 Copy link

Available on: Purchase Order detail pages — including Outsourced POs.

Apply a discount across all pending rows of a purchase order.

  1. Open a purchase order, open the side panel, and expand PO Discount.
  2. Choose Percent (%) or Flat ($) and enter the amount. The preview shows every row’s current → new unit price before anything is written. Rows that have already been received are locked and will be skipped.
  3. (Optional) Click + Add a reason to include a note like “Vendor delay credit” in the PO record.
  4. Click Apply. Unit prices update, a note is added to the PO’s Additional info (e.g. “A $500.00 flat discount was applied to this PO on 06/05/2026 02:10 PM.”), and the page refreshes automatically.

Good to know: flat discounts spread proportionally to each row’s value and land exact to the penny wherever Katana’s 4-decimal unit prices allow — if a small remainder can’t be applied, the tool says so and records the actual amount. There’s no undo; the preview and the PO note are your paper trail.

🏭 Manufacturing Quantities 🔗 Copy link

Available on: Inventory (/inventory), the Manufacturing Orders list (/manufacturingorders), and Product cards (/product/…).

Answers “how many units of each product can I build right now?” It reads each producible product’s recipe (BOM), sums your on-hand ingredient stock, and shows the manufacturable quantity — flagging the bottleneck ingredient that’s limiting it.

How to use:

  1. Open Inventory or the Manufacturing Orders list and open the side panel.
  2. The overview lists every manufacturable variant with its in-stock count and a Can make count (grey = buildable, red 0 = nothing can be made right now).
  3. Click a variant to drill into its recipe — each ingredient shows on-hand, committed, and expected stock, with the bottleneck flagged. The link icon opens that ingredient’s item card in Katana.
  4. Use the Committed toggle to switch between counting all on-hand stock and subtracting stock already committed to open orders.
  5. Click Make on any buildable variant to create a manufacturing order at the planned quantity, confirm the order number, and (after it’s created) open the new MO in a new tab.

Good to know: sub-assemblies are counted by their own on-hand stock, not by whether they could themselves be built. Purchase-only products show a friendly “nothing to plan” message.

📦 Bin Transfer Import 🔗 Copy link

Available on: Inventory (/inventory).

Move stock between bins in bulk using a spreadsheet, instead of editing bins one at a time in Katana.

How to use:

  1. Open Inventory, open the side panel, and expand Bin Transfer Import. It defaults to the location you have selected on the stock screen (or your primary location).
  2. Confirm the location and download the template — it lists every position with stock at that location, with the current bin pre-filled.
  3. Edit the target bin for any row offline. To split one SKU across several bins, duplicate its row and adjust the quantities.
  4. Upload the edited file. The tool imports each row whose target bin differs from its current bin as a bin transfer; bins that don’t exist yet are created automatically. When it finishes, click through to the created bin transfer in Katana.

Good to know: the tool is batch- and serial-number aware, so traceable stock keeps its batch/serial identity through the transfer. Katana assigns the transfer number automatically. Only changed rows are imported — unchanged rows are skipped.

📦 Bin Location Import 🔗 Copy link

Available on: Settings → Locations (/settings/locations).

Create bin locations in bulk to pre-load an account’s bins, without needing a stock transfer.

How to use:

  1. Go to Settings → Locations, open the side panel, and expand Bin Location Import.
  2. Choose the location and download the template — a single column, one bin name per row.
  3. Fill in the bin names you want to create and upload the file.
  4. Review the preview (new bins to create, plus any that already exist and are skipped), then create.

Good to know: bins that already exist at the location are skipped automatically, so it’s safe to re-run.

📥 PO Import 🔗 Copy link

Available on: the Purchase Orders list (/purchases) and the Outsourced POs list (/purchases-outsource-list).

Bulk-create purchase orders and outsourced POs from a CSV, instead of entering them one at a time.

  1. Open the list, open the side panel, expand PO Import, and download the template.
  2. Fill one row per line item: Supplier, Location, SKU, Quantity, Price Per Unit, optional Order Created / Expected Arrival dates, an Outsource (true/false) column, and an optional PO Number / Group to control how rows combine into POs.
  3. Drag the CSV onto the drop zone (or click to browse). The tool validates everything first — resolving supplier/location names and SKUs to Katana IDs — and writes nothing until the file is clean.
  4. A clean file imports immediately and reports how many POs were created. If any rows have problems, nothing is created and you get a downloadable error report with a reason per row.

Good to know: rows sharing a PO Number (or Group, or the same supplier when both are blank) become one PO; a blank PO Number lets Katana auto-number it. Outsourced POs auto-derive their recipe rows from the product’s BOM. Blank Location falls back to your primary location. Duplicate PO numbers are allowed (same as the Katana UI). Tax rates are out of scope — POs use your account default.

📜 Customer History 🔗 Copy link

Available on: Customer detail pages (/customer/…).

See a customer’s complete sales-order history without leaving the customer page.

  1. Open a customer, open the side panel, and expand Customer History.
  2. Click Load history — the panel appears on the customer page (below the address block) with summary stats (order count, lifetime value, last order date) and the full order list.
  3. Filter by status, date range, or a quick text search; click an order to open it in Katana; or Export the filtered list to CSV.
  4. (Optional) Expand Settings on the card and turn on Load automatically to have history load as soon as you open any customer.

Good to know: it’s read-only, loads all orders progressively (large customers fill in as they go), and the table scrolls within the card on narrow screens.

🚚 Supplier History 🔗 Copy link

Available on: Supplier detail pages (/supplier/…).

The supplier-side counterpart to Customer History — a supplier’s full purchase-order history on the supplier page.

  1. Open a supplier, open the side panel, and expand Supplier History.
  2. Click Load history — the panel appears with totals, lead-time stats (average days from order to receipt), and the full PO list.
  3. Filter, open individual POs (regular or outsourced), or Export to CSV.
  4. (Optional) Expand Settings and enable Load automatically.

Good to know: read-only; both regular and outsourced POs are included and link to the right Katana page.

🏷️ Company Display Name Sync 🔗 Copy link

Available on: the Sales Orders list (/sales).

When the Shopify integration creates a B2B sales order, it can overwrite the customer’s Display name with a person’s name. This tool restores the Company name as the Display name.

  1. Open the Sales Orders list, open the side panel, and expand Company Display Name Sync.
  2. Set the Start date — the sweep looks at sales orders created on or after this date.
  3. Click Sweep now. For each customer that has a Company name set, it restores that as the Display name; customers with no Company name are flagged for review (not modified).
  4. The card shows the last-sweep summary (checked / corrected / flagged) and a recent-activity log of every change.

Good to know: only customers with a Company name are changed — blank-company customers are flagged, never overwritten. There’s no undo, but the activity log records each before → after change.

Need Help?

Email taylor.hagel@katanamrp.com.