Orders Into Katana Before The Shop Floor Plans
In Katana a sales order drives production planning and material availability, so a late or mis-keyed order distorts what you build. We read emailed and PDF orders and create them in Katana through the API the moment they arrive, so your shop floor plans against real, current demand.
Feeds Production Planning
Orders are created in Katana as sales orders, so they immediately inform material availability and scheduling rather than sitting in an inbox.
Finished Goods Or Make-To-Order
Lines are matched to your Katana products, whether finished goods with a bill of materials or made-to-order variants.
Any Order Format
PDF purchase orders, spreadsheets, Word files and email text are all read, however your B2B customers send them.
Priced And Validated
We apply the customer's pricing and validate each line, so orders reach Katana correct rather than needing correction after planning has started.
Exceptions Held
Duplicates, price mismatches, missing details and unmatched products are held for review instead of distorting your build plan.
Bespoke And UK-Built
A developer-led build against the live Katana API, shaped around how you manufacture, delivered under NDA.
Some of our direct clients
Plan Against Real Demand, Not A Typed-Up Backlog
In Katana, orders drive production. Automating entry means the shop floor plans against orders that are in the system the moment they arrive.
- 5+
- Order formats read (PDF, CSV, Excel, Word, email)
- 0
- Orders keyed into Katana by hand
- 100%
- Orders retained with a full audit trail
- 2 days
- Typical quote turnaround
Katana Developers Who Understand Production
We build against the Katana API so orders reach production planning the moment they arrive, matched to the right products and priced correctly.
- Sales orders created via the Katana API
- Finished goods and make-to-order matching
- Pricing validation and exception review
- Feeds material and production planning
Emailed Orders Into Katana MRP
We learn how you manufacture
We look at how orders reach you, how your products and bills of materials are set up in Katana, and where manual entry slows planning. A few real orders tell us most of what we need.
We scope and quote
Using your sample orders and product setup, we define how lines are matched and how orders are created in Katana, including make-to-order handling. You get a fixed-price proposal with scope and timeline.
We build on the Katana API
We build the reading, matching, pricing validation and sales-order creation against the live Katana API, testing on real orders with everything held in review first.
We go live and raise the automation
We launch with review on every order, then switch on automatic creation for orders that meet your confidence rules, so real demand reaches Katana without waiting on manual entry.
Planning production from a typed-up backlog?
Send us a few real orders and we will show you how they can be created in Katana automatically so your shop floor plans against current demand, with a fixed quote usually within 2 working days. NDA first, no obligation.
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Frequently Asked Questions
Automating Sales Order Entry Into Katana MRP
Katana turns orders into production, so an order that is late into the system is demand your shop floor cannot plan for. Here is how we automate emailed order entry into Katana so production and material planning always work from the real, current order book.
Why entry timing drives manufacturing
In a stock business an order is a request to ship something that already exists. In a manufacturing business running Katana, an order is a request to make something, and until it is in Katana, your material availability and production planning do not know about it. That is a more expensive kind of delay, because it does not just hold up one despatch, it means the shop floor is planning against the wrong picture.
Automating order entry closes that gap. The moment an order arrives, it is read and created in Katana, so planning always reflects real, current demand rather than a backlog waiting to be typed up.
Matching to products, finished goods and made-to-order
We read PDF, CSV, Excel, Word and email-body orders, trained on your real formats, and match each line to your Katana products, whether that is a finished good with a bill of materials or a made-to-order variant. Anything that cannot be matched confidently is flagged rather than guessed, so production is never planned against the wrong item.
Pricing follows the customer and is validated line by line. These are the manufacturing-specific details that generic connectors do not handle, and they sit within our wider business automation and API integrations work.
Not sure make-to-order can be matched automatically?
Send us a few orders for configured or made-to-order products. We will show you honestly what can be matched to Katana automatically and what needs a review step.
Created in Katana, feeding the plan
Validated orders are created in Katana as sales orders through the API, so they immediately inform material availability and production scheduling. Duplicate purchase order references are caught before they create phantom demand, and exceptions are held for review.
For make-to-order manufacturers in particular, this is the difference between planning against live orders and planning against whatever has been manually entered so far. This is a focused part of our broader automated order processing service.
A careful, bespoke rollout
Because orders drive production, we are deliberate. Orders are reviewed while we tune the reading on your products and formats, and only orders that clear your confidence rules post automatically. Every original document is kept and every field logged.
It is a developer-led build shaped around how you manufacture and how Katana is configured, delivered by a UK team against the live Katana API under NDA. If you also run a separate stock or fulfilment system alongside Katana, the same approach applies through our Cin7 order automation and Unleashed order automation.
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Tell what you're looking for and we'll see you how we can help. Quotes are typically provided within 2 working days of the initial call.