Partners
Customers, suppliers, manufacturers, employees,..
Customers
The main partner groups are end customers (B2C) and business clients (B2B). For them, it is possible to record:
- Customer turnover tracking with the option to set a fixed discount or a turnover-based discount for a selected period
- Credit limit and business balance
- Partner price lists – with our extensive pricing options, you can easily create shared price lists for customer groups or tailor individual price lists for each key client.
- Option to set up automatic sending of invoices and delivery notes to customers to a designated email directly from the system, either immediately after issuance or manually from the application
- Katana supports EDI communication with business partners
Other types of partners
Suppliers
- Product supplier on the item card, including the supplier’s product code
- obchodné saldo s dodávateľom
- Supplier price lists – an efficient tool for managing and monitoring agreed contract prices
Manufacturers
- Product supplier on the item card, including the supplier’s product code
- Tracking the country of origin of goods for Intrastat reporting
Dealers
- Ability to record an intermediary during a sale and generate reporting for commission purposes
- With an advanced permission system, you can define limited access to Katana for external dealers
Employees
- Employee sales option – a separate employee price list
- Tracking assets issued to employees
Services
- Ability to assign a service center to a region, store, or brand
- Tracking repair turnaround time
Consignment partners
- Option for both supplier and customer consignment
- Separate tracking of consignment and documents for notifications and settlements
Other features of economic software Katana
Get a quote tailor-made for you!
Write us a few sentences about yourself and we will prepare a price quote tailor-made for you.
Katana is an online ERP software for small and medium-sized businesses. In the interface of the web application, you will find a comprehensive report on your business from purchases to complaints.
Katana
Copyright 2025. FLEX-IS, spol. s r.o.
