Move stock between locations with confidence
Bulk-create stock transfers using live inventory data across locations.
Overview
Generates a transfer template pre-filled with current stock at the origin, stock at the destination, and committed quantities. This ensures the transfer is valid and accurate before importing.
How does it work
- Open the Sales or Purchase Orders page in Katana.
- Download the open order template from the Admin Panel.
- Fill in customer, billing/shipping, products, and line details.
- Import the file; the tool maps locations, applies tax logic, and creates all open orders.
How to get started
- Install the Admin Panel Chrome Extension.
- Access the “Open Order Import” option directly on SO/PO pages.
Name
Stock transfer import
Built by
Taylor Made Tools
Documentation
Learn more
Category
Data management
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.