In Katana, once a sales order (SO) is marked as Done — typically after all items have been delivered — it becomes locked for editing. However, if you need to correct or update order details post-completion, you can revert the SO back to an Open status. This process restores the order's editability and adjusts inventory levels accordingly.
Key considerations before reverting
Inventory periods: You cannot revert an SO if it falls within a closed inventory period. Ensure the relevant period is open before attempting a revert.
Editing restrictions: Reverting is necessary because editing is not possible for SOs in Packed or Delivered statuses.
Inventory adjustments: Reverting an SO will:
Increase the In stock quantity for the items.
Add the order quantity back to Committed stock.
Partial fulfillments: For SOs with multiple fulfillments:
Each fulfillment can be reverted separately.
If a fulfillment includes multiple line items, they must be reverted together.
Access point: Reverting can only be performed from the SO card view. Bulk actions from the Sell screen are not supported.
Steps to revert an entire SO
Open the SO: Navigate to the Sell screen and select the SO you want to revert.
Access more options: Click on the three-dot menu (⋮) located at the top-right corner of the SO card.
Revert all: From the dropdown menu, select Revert all. This action will change the delivery status of all items in the order back to Not shipped, allowing for edits.
Steps to revert part of an SO
Open the SO: Navigate to the Sell screen and select the Sales Order you wish to partially revert.
Locate fulfillment section: Within the SO card, identify the fulfillment section you intend to revert.
Revert fulfillment: Click on the Revert button at the top of the specific fulfillment section. This will change the fulfillment's delivery status back to Not shipped, enabling edits for those items.
Additional notes
Sales order statuses: Understanding the various SO statuses can help in managing your orders effectively. For more information, refer to the sales order delivery statuses article.
Inventory implications: Reverting an SO affects inventory levels. Ensure that these changes align with your stock management practices.
Audit trails: Keep in mind that reverting actions are logged for audit purposes, maintaining a history of changes made to orders.
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