Easily create a new purchase order by duplicating an existing one — ideal for repeat purchases with the same supplier and items.
What gets duplicated?
When you duplicate a purchase order (PO), the following details are copied to the new PO card:
Supplier
PO line items (rows)
Additional info
Other fields will update automatically:
PO # — a new number is generated automatically.
Created date — set to the date the PO is duplicated.
Expected arrival date — automatically set to Created date + 14 days.
This feature is especially useful for regularly reordered items or recurring supplier relationships.
How to duplicate a purchase order
Navigate to the Buy screen.
Click on the purchase order you'd like to duplicate to open the PO card.
In the top-right corner of the PO card, click the three-dot (⋮) menu.
Select Duplicate from the dropdown.
Katana will instantly create a new PO with the same details and open the newly created PO card.
You can now review and adjust any details before saving or sending it.
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