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Changing the Location on Sales orders
Changing the Location on Sales orders

Change SO locations to update inventory statuses across multiple locations.

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over a week ago

Whether adjusting a single order or multiple orders in bulk, changing the Location updates the availability statuses based on the selected location. Such changes are essential for businesses operating across multiple warehouses or sites, ensuring accurate inventory tracking and management.

When you've created multiple Locations in your Katana account, you can assign a sales order (SO) to a Location that has the Sell functionality enabled.

A SO will always check the inventory status for Sales items and Ingredients from its Location. If you change the Location for the SO, the availability statuses will automatically update.

You can change Locations for a single SO or multiple Sales orders in bulk.

Changing the Location of a single SO

  1. Navigate to the Sell screen and open on a SO.

  2. On the SO card, click on the Ship from field and select the desired location.

    Ship from field selected on a sales order card

Change the Location for sales orders in bulk

  1. Navigate to the Sell screen and select Sales orders from the list.

    Bulk selected orders on the sell screen

  2. Click the pencil icon near the top right.

    Bulk edit button on the sell screen for changing location

  3. Select a new Ship from location in the popup window.

    Popup box where a new location can be chosen for multiple orders

Note: If you created a Make-to-Order manufacturing order (MO) for any sales orders then the Location for those sales orders cannot be changed. The Location of the Make-to-Order MO is always the same as the Location of the underlying SO.

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