Efficiently managing the delivery statuses of sales orders (SOs) in Katana ensures accurate inventory tracking and timely order fulfillment. This guide outlines how to update delivery statuses, whether individually or in bulk, and explains the implications of each status change.
Understanding delivery statuses
Katana utilizes specific delivery statuses to reflect the progress of each SO:
Not shipped: The default status upon SO creation. Items are committed but not yet packed or delivered.
Packed / Partially packed: Items have been picked and packed but not yet shipped, and inventory levels are adjusted accordingly.
Delivered / partially delivered: Items have been shipped to the customer. If you transition directly from Not shipped to Delivered, both In stock and Committed quantities decrease.
Read more about sales order statuses.
Note: Changing the status from Packed to Delivered doesn't trigger additional inventory movements.
Updating delivery statuses
From the SO card
Navigate to the Sell screen and open the desired SO.
Click on the Delivery status dropdown menu.
Select the appropriate action:
Pack all / Pack some...
Deliver all / Deliver some...
Note: Partial packing or delivery allows for flexibility when only some items are ready to ship.
From the Sell screen (Single SO)
In the Sell screen, locate the SO you wish to update.
Click on the Delivery status field of that order.
Choose the desired status from the dropdown menu.
Bulk updating multiple SOs
In the Sell screen, select multiple SOs by checking their corresponding boxes.
Tip: To select a range, click the first SO, hold the "Shift" key, and click the last SO in the range.
Click on the Status dropdown at the top of the list.
Select the new status to apply to all selected SOs.
Note: Partial packing and partial delivery actions are not available in bulk operations.
Reverting delivery statuses
If you need to revert a Packed or Delivered status:
Open the SO card.
Click on the three-dot menu (⋮) in the top-right corner.
Select Revert all to change the status back to Not shipped.
A pop-up will appear, and you will need to confirm the revert.
Note: Reverting adjusts inventory levels accordingly, increasing In stock quantities and updating Committed amounts.
Additional considerations
Skipping the packing step: If desired, you can mark an SO as Delivered without first marking it as Packed. This action will decrease both In stock and Committed quantities for the items.
Inventory implications: Understanding how each status affects inventory is crucial for accurate stock management.
Partial deliveries: In scenarios where only some items are ready to ship, process partial deliveries using the Deliver some... option.
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