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Duplicating a purchase order (PO)
Duplicating a purchase order (PO)

Quickly duplicate a PO, copying all details including supplier and cost info.

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

Duplicating a purchase order (PO) is an easy way to create a new PO with similar attributes to the already existing one.

Supplier, PO rows, Additional cost rows and Additional info will be copied to the new PO card. A PO # will be automatically created and the Created date will match the duplication date. Expected arrival date will automatically be set to Created date + 14 days.

To duplicate a purchase order

  1. Navigate to the Buy screen and choose a PO to open the PO card.

  2. Click on the 3-dots at the top corner of the PO card and select Duplicate from the drop-down menu.

  3. Katana will duplicate the PO and open the newly created order card.

    Duplicate option on a purchase order card

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