Katana's Delivery Status enables you to track and manage the fulfillment stages of your sales orders (SOs). By accurately updating delivery statuses, you ensure precise inventory tracking and efficient order processing.
Delivery statuses explained
Each SO in Katana progresses through specific delivery statuses:
Not shipped
Default status upon SO creation.
Items are committed in inventory but not yet picked or packed.
Packed
All items have been picked and packed.
Inventory adjustments:
In stock and Committed quantities decrease accordingly.
Items are ready for shipment but have not yet been dispatched.
Partially packed
Only a portion of the order has been picked and packed.
Use the Pack some... function to update this status.
Delivered
All items have been shipped to the customer.
If transitioning from Packed to Delivered, no additional inventory movements occur.
If changing directly from Not shipped to Delivered, both In stock and Committed quantities decrease.
Partially delivered
A portion of the order has been shipped.
Use the Deliver some... function to update this status.
Pending (Quote)
The SO is converted into a quote and moved to the Quotes tab.
Quotes do not affect inventory commitments.
Changing delivery statuses
You can update delivery statuses individually or in bulk:
On the SO card
Open the desired SO.
Click on the current delivery status dropdown.
Select the new status from the list.
From the Sell screen
Navigate to the Sell screen.
For individual updates:
Click on the delivery status field of the specific SO.
Choose the new status.
For bulk updates:
Select multiple SOs using the checkboxes.
Click Change status at the top of the table.
Select the desired status.
Note: Bulk changes are not available for Partially packed or Partially delivered statuses.
Inventory implications
Transitioning from Not shipped to Packed or Delivered reduces both In stock and Committed quantities.
Reverting from Packed or Delivered back to Not Shipped restores the inventory quantities.
Changing from Packed to Delivered does not affect inventory levels.
Additional notes
Updating the delivery status to (Partially) Packed or (Partially) Delivered automatically changes the Sales items status to Picked.
Accurate delivery status updates ensure real-time inventory tracking and efficient order fulfillment.
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