Your Glass Orders Start to Finish

A plan for Katena Railings prepared for Gerry and Sam by Nova Buzz Media

September 23 2026

Price $8,600 Start Monday September 28 Handover Friday October 23

The whole plan on one page

Katana holds every order

Katana is the inventory and manufacturing software you are adopting. It keeps sales orders purchase orders stock and manufacturing orders in one place. Your books stay in Sage exactly as they are today. Katana does not touch them.

The system does the typing

The system reads a purchase order or a drawing and fills the bill of materials in Katana by itself. It drafts the email to Nancy for you. You press send. It tracks the sea container from shipping emails. It texts you when a decision is needed.

Your WhatsApp feeds the Hub

Your crew group chat already runs on WhatsApp. A dedicated Katena phone number sits inside that group. It reads the messages and writes the useful facts into the Katena Hub. Broken glass measurements deliveries questions photos. The number never posts unless asked.

What stays the same. You press send on every email to Nancy. You make every wire transfer yourself. The system only reminds you and keeps track. Nancy sees nothing different. She still emails you quotes and packing lists. You still pay the deposit and the balance.

Today and after

Today

Nancy sends a quote. You retype the prices and the delivery date into a spreadsheet. You forward the email to Sam. You both check it against the purchase order by hand.

A container lands in Montreal. You search your email for the shipping notice. You call the trucking company. You calculate when the glass will reach the shop. You text Gerry the update.

A crew member reports broken glass on WhatsApp. You read the message. You remember to tell the office. You write down the sizes. You hope nobody forgets to add them to the next order.

Sam needs to know how many 24 by 68 clear panes are on the shelf. She walks to the shop. She counts by hand. She writes the number on a whiteboard. She texts Gerry the total.

The glass arrives at the shop. You unload the truck. You check each piece against the purchase order line by line. You mark a paper checklist. You file the paper.

After

Nancy sends a quote. The system reads the email. The price and the date appear on the purchase order screen in Katana. A text arrives. Nancy asked for the deposit on 715K26. You reply PAID 715K26.

A container lands in Montreal. The system reads the shipping email. A timeline card shows Left Qingdao Arrived Montreal Customs cleared On the truck to Halifax. You see the dates. No calls needed.

A crew member reports broken glass on WhatsApp. The Katena number reads it. The Hub shows a card. Three panes broke at Quinpool. Add them to the next Joyo order. You tap Yes.

Sam needs to know how many 24 by 68 clear panes are on the shelf. She opens the Katena Hub. The stock screen shows 734 glass sizes with quantities. She sees the number instantly.

The glass arrives at the shop. The Hub shows a receiving checklist with checkboxes per glass line. You tap each line as you unload. The stock screen updates automatically.

A glass order step by step in Katana

Katena sends the purchase order to Nancy

What happensThe system creates the purchase order in Katana from the project details. It drafts the email to Nancy with the PO attached. Who does itThe system drafts. Gerry or Sam presses send. What you seeA sales order screen for Richmond Yard with the bill of materials. A purchase order 715K26 to Joyo below it with status Sent waiting for Nancy.

Illustration of sales order and purchase order after step 1

Sales Order Richmond Yard
Line	Glass Description	Size mm	Qty
1	Laminated clear 4mm + 1.52 PVB + 4mm	1200 x 1050	12
2	Tempered clear 6mm	1050 x 900	24
3	Tempered low iron 10mm	1500 x 1200	8
4	Tempered black reflective 6mm heat soak	1200 x 1050	370

Purchase Order 715K26 Joyo Qingdao
Item	Description	Qty	Status
1	Laminated clear 4mm + 1.52 PVB + 4mm 1200 x 1050	12	Sent waiting for Nancy
2	Tempered clear 6mm 1050 x 900	24	Sent waiting for Nancy
3	Tempered low iron 10mm 1500 x 1200	8	Sent waiting for Nancy
4	Tempered black reflective 6mm heat soak 1200 x 1050	370	Sent waiting for Nancy

Nancy replies with a price and a delivery date

What happensNancy emails the quote. The system reads the email. The price and the delivery date fill in on the purchase order in Katana. Who does itNancy sends the email. The system reads it. What you seeThe purchase order screen updates with the unit price and the estimated delivery week.

Katena confirms and pays the 50 percent deposit by wire

What happensThe system texts Gerry and Sam. Nancy asked for the 50 percent deposit on 715K26. Gerry or Sam sends the wire. They reply PAID 715K26. The system marks the deposit paid. Who does itGerry or Sam sends the wire and replies PAID. What you seeA green Deposit paid mark on the purchase order. A text message bubble. Nancy asked for the 50 percent deposit on 715K26. Reply PAID 715K26 once the wire is sent.

Illustration of purchase order with deposit paid after step 3

Purchase Order 715K26 Joyo Qingdao
Item	Description	Qty	Unit Price	Status
1	Laminated clear 4mm + 1.52 PVB + 4mm 1200 x 1050	12	$185.00	Deposit paid
2	Tempered clear 6mm 1050 x 900	24	$95.00	Deposit paid
3	Tempered low iron 10mm 1500 x 1200	8	$220.00	Deposit paid
4	Tempered black reflective 6mm heat soak 1200 x 1050	370	$145.00	Deposit paid

          Nancy asked for the 50 percent deposit on 715K26. Reply PAID 715K26 once the wire is sent.
        

Nancy sends the packing list and Katena checks it against the purchase order

What happensNancy emails the packing list. The system reads it. The Hub shows a comparison of the packing list lines against the purchase order lines. Who does itNancy sends the email. The system compares. Gerry or Sam reviews. What you seeA side by side view. Packing list quantity. Purchase order quantity. Green check marks where they match. Red flags where they differ.

Production finishes and the glass is shipped by sea

What happensThe factory loads the container. Nancy sends the shipping details. The system reads the email and starts the shipping timeline. Who does itNancy sends the shipping email. The system tracks it. What you seeThe purchase order shows Shipped. A timeline card appears with the first milestone marked complete.

Nancy sends the customs papers

What happensNancy emails the commercial invoice and the bill of lading. The system attaches them to the purchase order in Katana. Who does itNancy sends the email. The system files the documents. What you seeA documents tab on the purchase order with the customs papers ready for the broker.

The container lands at the port in Canada and Katena pays the other 50 percent

What happensThe container arrives. The system tracks the shipping milestones. A text reminds you the balance is due. Gerry or Sam sends the wire and replies PAID 715K26. Who does itGerry or Sam sends the wire and replies PAID. What you seeA shipping timeline card with four milestones. A text message when the balance is due.

Illustration of shipping timeline after step 7

October 15 2026

Left Qingdao

November 5 2026

Arrived Montreal

November 12 2026

Customs cleared

November 15 2026

On the truck to Halifax

The glass arrives at the shop and is checked piece by piece

What happensThe truck delivers. The Hub shows a receiving checklist. You tap each line as you unload. The stock screen updates with the new quantities. Who does itGerry or Sam taps the checkboxes. The system updates stock. What you seeA receiving checklist with checkboxes per glass line. A stock screen showing the panes added to the shelf.

Illustration of receiving checklist and stock screen after step 8


Glass Description	Expected	Received
Laminated clear 4mm + 1.52 PVB + 4mm 1200 x 1050	12	0
Tempered clear 6mm 1050 x 900	24	0
Tempered low iron 10mm 1500 x 1200	8	0
Tempered black reflective 6mm heat soak 1200 x 1050	370	0

Glass Stock Update
Glass Description	Size mm	On Shelf
Laminated clear 4mm + 1.52 PVB + 4mm	1200 x 1050	12
Tempered clear 6mm	1050 x 900	24
Tempered low iron 10mm	1500 x 1200	8
Tempered black reflective 6mm heat soak	1200 x 1050	370

The Katena WhatsApp number

Illustration of how a crew message becomes a decision card

Your crew group chat

Site crew 9:12 AM

Three panes cracked on unloading at Quinpool. Need 3 more 24 by 68 clear.

Site crew 9:15 AM

Photo.

Gerry 9:20 AM

Ok will order.

The Katena number reads it

Project Quinpool
3 panes 24 by 68 clear broken
Gerry said reorder

The Hub shows a card

3 panes broke at Quinpool

Add them to the next Joyo order?

It never posts into the group unless someone asks it a question
It never emails Nancy
It never orders anything without a Yes from Gerry or Sam
It keeps the chat inside Katena's own Hub nobody else sees it

WhatsApp decides whether a business number is allowed inside an existing group. If it refuses we create a fresh Katena group with the number already in it and everyone joins with one tap. The result is the same.

What you will see every day

Morning text at 7:30 AM

Good morning. 715K26 is on the truck to Halifax arriving Thursday. Two decisions are waiting in the Hub.

Hub decision cards

Container 715K26 arrived Montreal

Customs cleared. Balance payment due. Ready for truck to Halifax.

Katana screens

You open Katana only when you want the detail. The sales order the purchase order the stock list the manufacturing orders. Everything is there when you need it.

The price

Hourly rate $100 per hour. Total 86 hours = $8,600 CAD plus tax.

Work	Hours	Amount
Set up Katana for glass orders (customer projects glass items order screens receiving)	30	$3,000
Teach the system to read a PO or drawing and fill Katana by itself and to draft the email to Nancy	20	$2,000
The Katena WhatsApp number and the reader that feeds the Hub	22	$2,200
Run one real glass order through end to end train Gerry and Sam write the one page guide	10	$1,000
Weekly check in with you and project management	4	$400
Total	86	$8,600

$4,300 on the day we start

$4,300 on handover the day a real glass order has gone through all eight steps in Katana and Gerry and Sam say it works

Monthly care after handover

$4,500 per month cancel any month

The system is watched every day and fixed the same day if something breaks
The Katena phone number the text messages and the hosting are paid inside this amount
Up to 40 hours a month of improvements you ask for (new reports new reminders another supplier another product)
A monthly call to go over what the system did that month
Katana's own subscription is not included Katana bills Katena directly

When we start and how long it takes

Week 1
Sep 28 to Oct 2

Katana account set up for glass. The Katena phone number is created and added to the WhatsApp group. Sam shows us how she checks a packing list today (30 minutes).

Week 2
Oct 5 to 9

The reader fills a Katana order from a real PO. The email draft to Nancy appears in Outlook for approval.

Week 3
Oct 12 to 16

The WhatsApp reader starts writing facts into the Hub. Gerry and Sam see the first daily summary text.

Week 4
Oct 19 to 23

One real order runs end to end. Training at the office about one hour. The one page guide is printed and left with them. Handover.

What we need from you

	Item
	Your Katana login (an admin user for us). If you have not signed up yet we do it with you in 20 minutes on the first day.
	Nothing to change in Sage. You keep your books in Sage as you do today. Katana does not connect to Sage so Katana handles orders and stock only and Sage keeps the money. Sam keeps invoicing the way she does now.
	Whoever runs the WhatsApp group adds the Katena number when we send it to you. Two minutes.
	Your OK to open the Katena phone number account in Katena's name. We set it up. The cost is inside the monthly care.
	Pick one live glass order for us to run through as the test.
	30 minutes with Sam in week one to watch how the PO and packing list are checked today.
	Nothing else. Your gerry@ and samantha@ mailboxes are already connected to the Hub and stay as they are.

What stays in your hands

You press send on every email to Nancy
You make every payment
You say Yes or No on every decision card
You can stop the monthly care any month

What comes next

Bids. The Hub already lists your bids and deadlines. Next it marks each one won or lost from the emails and shows you your win rate.

Drawings for every railing system. The same reader that fills Katana from a glass PO learns to read your full shop drawings so a whole railing job (posts glass hardware) lands in Katana from the drawing.

Architects and designers. A list of firms in Quebec and Atlantic Canada that write railing specs and a lunch and learn to get Katena on their spec lists.

Invoicing. Sage stays your books. We add a simple step so what leaves Sage as an invoice shows up in the Hub next to the project.

Social posts from finished projects with your approval before anything is posted.