Managing delivery statuses in Katana ensures that sales orders move smoothly from packing to shipping. The process involves updating statuses from Packed to Delivered, which is critical for maintaining accurate inventory levels and providing timely updates to customers.
This guide covers the steps for changing delivery statuses both individually and in bulk, helping streamline your order fulfillment process.
There are two types of delivery stages within Katana.
When items have been picked from your warehouse and packed for delivery, mark a sales order (SO) fully or partially packed using the Pack all or Pack some... options. 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.
Mark an 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.
Delivering sales orders individually or in bulk
The Delivery status of a SO can be changed from the Sell screen or on the SO card.
Changing the delivery status on an SO card
Click on the delivery status drop menu:
Select the action you'd like to take from the drop menu:
Changing the delivery status for a single SO on the Sell screen
Click on the Delivery status field of the order:
Select the delivery status you want:
Changing SO delivery statuses in bulk
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, hold the "Shift" key, and tick the last one and all sales orders between those two will be selected.
Click on the Status dropdown:
Select the status you want to bulk change to:
Partial pack and Partial delivery aren't possible via bulk actions.
You can also revert a Packed or Shipped action. Read about Reverting a sales order.
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