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Delivering a Sales order
Delivering a Sales order

How do you go about delivering a Sales order

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

There are two different stages of delivery within Katana.

When the items have been picked from your warehouse and packed for delivery, you should mark a Sales order (SO) fully or partially packed using the Pack all or Pack some... functionality. This adjusts the inventory levels for items included in the SO.

More precisely, both In stock and Committed quantities are decreased for items included in the SO. Packed and Partially packed statuses mean that items haven't been shipped yet so the SO will remain in the Open sales orders table.

If you want, you can skip the order's packing step and deliver the order without packing it before.

Mark a SO Delivered when you ship out the goods. You can deliver an order fully or partially using Deliver all or Deliver some... . This doesn't trigger additional inventory movements if the status is changed from Packed to Delivered, but If you change a Not shipped SO directly to Delivered, both In stock and Committed quantities are decreased for all items included in the SO.

Read more about Sales order statuses.

Deliver sales orders individually or in bulk

You can change the Delivery status of a SO from the Sell screen or on the SO card.

To change the delivery status on a SO card:

  1. Click on the delivery status drop menu:

  2. Select the action you'd like to take from the drop menu:

To change the delivery status for a single SO on the Sell screen

  1. Click on the Delivery status field of the desired order:

  2. Select required action:

To change SO delivery statuses in bulk

  1. On the Sell screen, select the Sales orders you want to work with

    Tip: To select a sequence of Sales orders, tick the first one, and while holding the "Shift" key, tick the last one and all Sales orders between those two will be selected).

  2. Click on the Status dropdown:

  3. Select a desired action:

Please note that neither partial pack nor partial delivery is possible via bulk actions.

You can also revert a Packed or Shipped action. Read about Reverting a Sales order.

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