Bulk-manage custom fields without errors
Bulk-create or update product and material custom fields through a template that dynamically loads your collections.
Overview
This tool reads your existing custom field collections from Katana and generates a template with dropdowns for each collection, reducing user error. A hashing system ensures only changed fields are updated when importing.
How does it work
- Create custom field collections in Katana first.
- Download the template from the Admin Panel.
- Choose a collection per row; fields populate automatically.
- Fill in values and import; the tool updates only changed rows.
How to get started
- Install the Admin Panel Chrome Extension.
- Select “Custom Fields Import” from the Items page.
Add new row keyboard shortcut
Adds a universal keyboard shortcut to speed up data entry in editable areas such as SOs, POs, and stock adjustments.
Sales order line-item cost report
View estimated cost and margin per line to support pricing decisions.
Open sales & purchase order import
Import past sales orders in bulk to unlock forecasting and analytics without changing live stock.
Multiple supplier emails on purchase orders
Send purchase orders to multiple supplier emails automatically, bypassing UI validation limits.
Purchase order bulk discount
Apply a uniform discount across all open PO line items instead of editing each row manually.
Sales order search by customer reference
Search sales orders instantly using a customer PO or reference number—no exports required.
Customer price list import
This tool exports all customers and adds a dropdown containing your existing price lists. It allows fast assignment for wholesale accounts or large reseller programs.
Service items import/export
Create and update service items in bulk to maintain clean and structured service data.
Customer & supplier import/export
Export, edit, and re-import customer or supplier data using built-in change detection to update only what’s changed.