There are two different stages of delivery within Katana.

When items have been picked from your warehouse and packed for delivery, you should mark a Sales Order (SO) packed using the Pack all. 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 status means that items haven't been shipped yet so the SO will remain in the Open sales orders table.

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

Mark a SO Delivered when you ship out the goods. You can deliver an order using Deliver all. 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. Katana currently does not support partial shipping of Sales Orders.

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 SO-s to work with (pro tip: to select a sequence of SO-s tick the first one and while holding the "Shift" key on your keyboard tick the last one - all SO-s between those two will be selected also).

  2. Click on the "Bulk actions" drop menu:

  3. Select desired action:

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

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