Sales order processing software that takes care of everything behind the scenes
Would you rather spend your time generating leads or doing paperwork?
Maintain total control over your sales process
Never miss a beat with our sales order processing system. The Sell screen gives you a complete overview of your sales process, so you can see where each deal is at and what needs to be done to close it.
You can also add new deals, contacts, and tasks directly from the Sell screen. This way, you never have to leave Katana to get the information you need. With our sales process software, sales orders can be generated with just a few clicks.
Say goodbye to Excel sheets and manual processing, and have a look at what Katana has in store for you:
- Know your sales item availability in real-time and better understand your stock levels
- It allows multi-sales channels to create sales orders manually, so you never have to leave the software
- Get a complete overview of your sales process in one place
- Generate sales quotes for clients
Creating and delivering sales orders has never been easier
You can quickly and easily create sales and manufacturing orders, assign them to team members, add products, and track their progress.
With the delivery integrations, you can connect Katana with your existing packing and shipping software and automatically send tracking information to your customers.
- Easily integrate with shipping platforms
- Assign batches for sales items to be delivered
- Manage all your sales channels in one platform with omnichannel order management features
- Effectively manage stock levels
Integrate Katana across your entire tech stack
We know that a good sales process requires multiple software programs working together. It’s easy to integrate Katana with the tools you already use. We provide you with the best software that automates sales tasks such as order processing and tracking.
Use these integrations as an advantage, and make your sales process even more efficient:
- Integrate and synchronize your sales orders with tools such as Shopify, WooCommerce, BigCommerce, and more
- Easily connect to your existing accounting software like QuickBooks Online and Xero
- Integrate with your CRM system to get valuable information about your leads
- Use our Zapier integration to connect Katana with the other tools you use
Easily sell your products and manage incoming orders with our e-commerce platform integrations. With Katana, you can connect to your existing online store and start processing sales orders immediately.
Katana integrates with your favorite tools for a smooth sales order process
Native integrations, codeless templates, and fully customizable API integrations
Katana gives users access to the API, allowing you to create custom workflows and connect your business apps to manage your sales, manufacturing, and accounting on one platform. Process automation with data transfers between the services you use to level up efficiency. Take a look at Katana’s API documentation to learn more.
We needed help with Shopify inventory control for raw materials, and Katana exceeded our expectations.”
Pablo Baque
Walk With Me CEO
Katana integrates everything, making for effective company-wide resource planning and control of our entire process.”
Danielle Louw
Production Manager at CT LAB
With Katana, we are able to track products, build recipes for materials, and set reorder points for our materials as well.”
Lisa Diep
Chief Operating Officer (COO) at Peace Collective
It’s great to be able to see where inventory faults happen and being able to fulfill orders and where the turnaround happens.”
Alaina Oehrlein
Production Lead at Essence One
Katana is a sales order processing system that helps salespeople keep track of their sales pipeline and manage their sales orders. It integrates with your existing accounting software, so you can sell faster and easier than ever before.
Katana makes it easy to process sales and keep track of your sales pipeline. You will immediately know whether a product is in stock or not, or if a customer already got the product.
The Sell screen is an overview of your sales process. It shows you where each deal is at and what needs to be done to close it. You can also add new deals, contacts, and tasks directly from the Sell screen.
Yes. We have an integration for WooCommerce that allows you to connect your online store and start processing sales orders right away.
Sales order processing software can be highly beneficial to manufacturing businesses. It can help to streamline and automate many of the tasks associated with sales orders, including
- Invoice creation
- Order tracking
- Shipping
This can free up time for employees to focus on other tasks, and it can also help improve customer satisfaction by ensuring orders are processed quickly and accurately. In addition, sales order processing software can help reduce paperwork in manufacturing and mistake from a simple human error, saving the company money in the long run. Overall, using sales order processing software can greatly improve efficiency and reduce manufacturing costs in a business.