Centralize sales, purchasing, and manufacturing with the ultimate Xero order management system
Gain control over your purchase, sale, and manufacturing orders with Xero order management system. Connect Xero with Katana to manage all your orders effortlessly from a central place. Integrating Katana will improve efficiency, cut back on admin time, and eliminate human errors.
Features
Sync your orders between platforms automatically
Katana’s Xero order management software equips you with all the tools needed to automate your entire workflow, from ordering raw materials to producing goods and managing your finances.
Katana’s bill of materials (BOM) is a tremendous help. Integrations with Shopify and Xero also play a big role in business management, and we can now manage both B2B and B2C orders with greater ease.”
Nadia Hussain
Supply Chain Manager at Raw Coffee Company
Katana accurately keeps stock of assemblies and ingredients so that I can plan production and get instant feedback on whether we have enough resources in stock.”
Kelly Costello
Chief Executive Officer (CEO) at Puppy Cake
That was one thing that was very difficult to manage was raw material inventory — for example, how many black t-shirts do I need to order? That was the main reason why we selected Katana.”
Lisa Diep
Chief Operating Officer (COO) at Peace Collective
I think that Katana had a much lower barrier to entry. It was still some work to get up and running, but I was able to gradually build my processes into Katana’s system over several months.”
Richie Duncan
Founder of KODAMA
Create Xero bills and invoices directly from Katana
Save time and money with Katana’s Xero order management software by automating the process of creating, updating, and managing invoices and bills. Katana lets you:
- Create invoices based on sales order statuses in your system
- Quickly convert purchase orders into Xero bills with one click
- Keep all your contact information up to date so that it is always accurate and consistent
By automating these processes, Katana’s Xero order management system ensures all your invoices and bill payments are handled on time. With the powerful sync feature, you can be sure that customer and supplier data is always up-to-date, allowing you to spend your time on more critical tasks.
Track your orders across multiple sales channels
Businesses often sell across multiple channels to maximize sales and profits, but it can be difficult to keep track of all the orders in a single place. With Katana’s Xero order management software, you can easily view and manage orders from multiple channels in one place for easy tracking. Katana supports:
- Business-to-business (B2B)
- Direct-to-consumer (D2C)
- Combination of B2B and D2C
Katana ensures all the data is promptly synchronized and up to date, so you never miss an important order. With Katana’s order management software, you will have the insight needed to make better business decisions in no time. Spend less time managing orders and more time growing your business.
Multiple platforms, same intuitive user experience
A lot goes into running a business, you need to manage your manufacturing processes, inventory, customer service, logistics, invoices and bills, and more. With Katana’s Xero order management software, you can manage your entire business from a single platform, including:
- Sales, purchase, and manufacturing orders
- Accounting and finances
- Manufacturing processes
- Inventory levels
- Sales performance
Katana connects seamlessly with your favorite business tools and keeps your information synchronized across the platforms. So no matter what business system you are using, you can be sure that your Xero sales orders and finances are always up to date. Streamline your operations and manage all your orders from one place with Katana’s Xero order management software.
Xero order management FAQ
Order management is the process of managing customer orders from the point of sale to fulfillment. This includes activities such as receiving and verifying the order, assigning stock, arranging payment and shipping, tracking delivery status, and providing customer service. Order management also plays a critical role in inventory planning and reporting and in ensuring that customers are satisfied with their purchases.
Yes, Xero has a built-in inventory management module. It allows you to save details of items you regularly buy and sell as inventory items and track the quantities and values of these items. However, if your inventory needs are more complex, you can install a Xero inventory add-on offering more features and functionality.
Katana’s purchase order software for Xero allows you to track all four types of inventory:
Tracking your entire inventory in real time is essential for any manufacturer, distributor, or business that relies on inventory management. With Katana’s Xero integration, you get the best of both worlds — an easy-to-use interface and powerful inventory tracking capabilities. Whether you’re dealing with complex inventory needs or simple stock keeping, Katana is the ideal solution for your business.
Order management systems allow businesses to manage all aspects of their orders, from initial customer inquiries to delivery. This includes tracking customer information, managing inventory and stock levels, processing payments, and shipping orders on time. With an order management system in place, businesses can streamline their day-to-day operations and provide customers with a better overall experience.
Order management systems can help reduce time-consuming manual processes, improve accuracy and provide visibility into the entire sales process so businesses can make informed decisions quickly. With an order management system in place, companies can better manage their customer relationships and increase customer satisfaction.
Katana integrations
Get visibility over your sales and stock
Wave goodbye to uncertainty by using Katana Cloud Inventory for total inventory control
