Integration

Stop re-keying orders into Katana

Turn the PDF and email purchase orders your customers already send into clean Katana MRP sales orders, matched to your products and customers, ready to review. No manual entry, no new portal for buyers to learn.

Wholesalers & distributors automating order entry with LevelOps

5.0
on the Shopify App Store
5 to 15h
back every week, per team
<4min
to process a 100+ line order
10×
more efficient on large orders

Typing purchase orders into Katana MRP is slow, error-prone, costly

Katana MRP runs your production and inventory, but the purchase orders your customers send still get retyped into it by hand. The longer that takes, the later you confirm, make and ship.

Hours lost to retyping

Every PDF and email PO gets keyed into Katana line by line, all day long.

Manual sales order entry

Every PO becomes a hand-typed Katana sales order, slow, repetitive and easy to fumble under volume.

Product-matching headaches

PO descriptions rarely match your Katana products, so every line is a manual lookup.

Customers typed by hand

Matching the buyer to the right Katana customer, and creating new ones, eats time.

One typo, one wrong order

A mis-keyed quantity or product becomes a wrong order, a short shipment, and an awkward call.

Orders stuck in your inbox

An order you have not entered cannot be confirmed, scheduled or shipped, stretching your lead time and your cash.

Less manual work, fewer errors, ship sooner

5 to 15 hours back every week

Process a 100+ line PO into Katana in minutes, not hours. Your team stops retyping and gets back to serving accounts. 10× more efficient · 100+ lines in under 4 minutes Accuracy

Right the first time

Every line is matched to your Katana products, even with no product code, and the buyer to your customer list, consistently. Fewer wrong orders · fewer short shipments Throughput

Orders move sooner

Orders confirmed and scheduled the same day instead of waiting in an inbox. Shorter lead time and a faster order-to-cash. Shorten your cash conversion cycle

From inbox to Katana in three steps

LevelOps sits between your customers and Katana MRP. It reads the orders they send, validates them against your catalog and accounts, and writes a clean sales order, ready to review.

  1. 01

    Forward the PO

    Send incoming orders to a dedicated address, or upload them. LevelOps reads whatever your customers send. 02 · Validate

    • +PDF, email (body & attachment), Excel, CSV
    • +Scanned documents and the documents your EDI platform produces
    • +No template to build or maintain
  2. 02

    Match to Katana

    Identify the customer, match each line to your Katana products, even with no code, and capture PO number, terms and tax. 03 · Route

    • +Customer auto-detected, even brand-new ones
    • +Description-based product matching when there is no code
    • +Exceptions flagged for a human before anything is sent
  3. 03

    Into Katana

    Write a clean, validated sales order into Katana MRP, ready for one-click review and confirmation. Most order tools need a master-data integration and a rules build before you see value. LevelOps delivers matched, priced Katana orders from day one, on the data you already have. No master-data project Value from day one Learns over time

    • +Katana sales orders, ready to make & ship
    • +PO number, terms and tax carried through
    • +Human-in-the-loop · learns from corrections

Runs into the Katana MRP you already use

LevelOps writes clean sales orders straight into Katana MRP, no copy-paste, no migration, no portal for your buyers. When a customer changes their PO format next month, nothing breaks.

Loved by wholesalers & manufacturers

5.0 on the Shopify App Store LevelOps is effectively helping us become a more efficient business by automating drudgerous tasks. Their willingness and ability to improve was impressive. Manually processing B2B orders is something you simply have to deal with if you want to keep specific customers. LevelOps reads orders in various formats and converts them to draft orders for final review. Awesome app and awesome team! LevelOps was exactly what we needed to save manual processing time entering emailed purchase orders into our B2B store. It is literally reading my PDF and uploading a 100+ item order in under 4 minutes. This just made us 10x more efficient. Such a timesaver and super easy to implement! We process purchase orders via EDI, PDF, Excel or email and the entire process has been seamless. The team always listens to feedback.

What you get back

Real outcomes our customers report once order entry stops being manual.

5 to 15 hours a week

Your team stops retyping POs line by line and gets those hours back for customers and growth. 100+ lines processed in under 4 minutes Accuracy

Fewer wrong orders

Every line is matched and checked before it reaches Katana, so fewer mis-picks, short shipments and credits. Fewer corrections · fewer awkward calls Cash

Ship and bill sooner

Orders land in Katana the same day they arrive, so you make, ship and invoice faster. Shorten your cash conversion cycle

Simple, usage-based pricing

Start free, then pay for what you process. No setup fees and no per-seat charges.

$50 once

A one-time credit pack for occasional order volume. No subscription, no commitment. Around 15 orders Starter

$100 / mo

For steady B2B order flow. $960 billed yearly · cancel anytime. Around 33 orders / month Growth

$250 / mo

For high-volume wholesalers. $2,400 billed yearly · cancel anytime. Around 100 orders / month

Built by operators, not just engineers

LevelOps is built by a team that has run supply chains and operations at scale.

Maxime Lavoie

Industrial engineer, former Deloitte supply chain consultant and former VP Operations at Goodfood. Builds the product around how operations actually run. CTO

Thierry Ferland

Leads engineering and the extraction pipeline that turns any PO into a clean, validated order. AI Solutions Engineer

Mathieu Magri

Owns matching and onboarding, so every customer is live and accurate within their first week.

Questions, answered

How does LevelOps work with Katana MRP?

LevelOps reads your inbound purchase orders and creates the matching sales order in Katana MRP, mapped to your existing products and customers. Install it and we will confirm the exact setup for your workflow.

What file formats can it read?

PDFs, plain-text and HTML emails, scanned documents, Excel and CSV attachments, plus the order documents your EDI platform produces. There is no required template.

What if a product has no item code?

Matching is highly accurate even with vague descriptions or missing codes. Every order is created for your review first, and LevelOps flags any line it cannot confidently match so nothing wrong is sent.

Does it capture PO numbers, terms and tax?

Yes. The PO number, billing contact, payment terms and tax status are extracted and carried into the Katana sales order so it is complete and ready to confirm.

How long does setup take?

Most teams are processing live orders within their first week. We handle the setup with you, so there is no master-data project and nothing to configure on your own.

Can I see it run on my own POs first?

Absolutely. Install LevelOps and run a real PO through it, and you will see the exact Katana output before you rely on it.

Stop typing POs into Katana

Install LevelOps and run a real purchase order through it, watch it become a clean Katana sales order, line by line. Free to start.