Skip to content
Free Guide

When things go wrong: templates and scripts

This practical guide gives product teams ready-to-use communication templates and checklists for recalls, overselling, and supplier delays. You’ll learn how to act fast, stay transparent, and use your inventory system (like Katana) to catch issues before they snowball.

Get the guide

What you’ll get

  • Email, marketplace, and website templates for recalls, oversells, and supplier delays
  • Step-by-step internal checklists that mirror how real teams work: by order, batch, or ETA
  • Simple worksheets to track what happened, who was informed, and what changed
  • Practical phrasing tips and timing benchmarks based on real manufacturing workflows
  • Examples of how Katana connects inventory, orders, and supplier data so you can act before issues escalate
About the guide

Simple processes for when business doesn’t go to plan

How to act fast, communicate clearly, and protect your customer relationships.

Why teams use this guide

When production stalls or deliveries slip, your customers judge how you handle it, not just the problem itself. Transparent communication and reliable inventory visibility protect trust and strengthen your brand’s reputation.

This guide shows what effective issue communication looks like for manufacturers and product SMBs. You’ll see how connected inventory management helps teams stay calm under pressure and keep operations moving, with clear examples of when to update, what to say, and how to document every step.

Made to fit the way you work

BThese templates, scripts, and checklists are modeled on the real-world flow of product businesses.

Every format follows common manufacturing and regulatory standards for recalls, order updates, and supplier communication, so you can use them as-is or adapt them to your workflow. They’re designed to work smoothly with systems like Katana, where batches, orders, and ETAs already stay in sync.

Who the guide is for:

  • Regulated manufacturers (food and beverage, cosmetics, supplements)
  • Product SMBs selling through Shopify, Amazon, Faire, or Etsy
  • Operations, fulfillment, and customer-facing teams handling real-time order issues
  • Growing product businesses moving off spreadsheets to a live, cloud-based inventory management platform
Order management software interface showing product stock levels, purchase orders, and real-time updates for seamless multi-channel fulfillment
Katana Cloud Inventory

Manage orders seamlessly across all of your channels

Bring all your sales channels into one system to manage orders with confidence and accuracy. From online marketplaces to direct sales, Katana helps you track, fulfill, and deliver without delays, errors, or double entry.

Ensure every order is accurate, on schedule, and connected

Discover how Katana helps you eliminate errors, avoid delays, and stay compliant while managing orders from all your sales channels in one place. With live data and automation, you’ll always have the clarity and control you need to deliver a smooth customer experience.

Katana order management system connecting with sales channels like Shopify, Amazon, and WooCommerce for automated multichannel order sync

Reduce errors through multichannel automation

Connect sales channels like Shopify, Amazon, and WooCommerce to Katana so every order syncs automatically. No more double entry, lost orders, or messy spreadsheets — just accurate, up-to-date data across every channel.

  • Omnichannel sales order sync
  • Kits and bundles
  • Sell goods and services
  • Custom fields and internal notes
  • AI-powered assistant
  • Return management
In‑stock badge, Buy button, and product card indicating availability and price to support planning and forecasting with live inventory data

Stay ahead with real-time inventory insights

Use live stock and order data to plan fulfillment and prevent stockouts. Katana helps you match demand with available inventory and make confident decisions about what to ship, when, and how.

  • Real-time inventory visibility
  • Automated stock movements
  • Planning and forecasting
  • User permissions
  • Multiple location support
Katana order management system showing forecast demand toggle, suggested order date alert, and location dropdown to support batch, lot, and serial number traceability for audits and compliance

Maintain compliance with full order traceability

Track every sales order along with the batches, lots, or serial numbers it contains. Be ready for audits, simplify recalls, and build trust with customers by proving exactly what was delivered, when, and from which source.

  • Batch/lot number tracking
  • Barcode-enabled workflows
  • Serial number tracking
  • Expiry date management

Discover how Katana gives you a real-time view of sales orders so you can stay on top of delivery timelines, inventory availability, and fulfillment across every channel.

Get visibility over your sales and stock

Wave goodbye to uncertainty with Katana Cloud Inventory — AI-powered for total inventory control