Easily revert a PO in Katana to adjust inventory and update order details when needed.
When should you revert a PO?
You may need to revert a purchase order if:
You accidentally marked the PO as Received or Partially received.
You need to return items to a supplier.
You want to edit the PO after it's marked as done.
You need to adjust inventory levels due to an error.
Note: You can only revert a PO if it hasn’t entered a closed inventory period.
How to revert a purchase order
You can revert a PO from either the Buy screen or directly on the PO card.
Step-by-Step:
Go to the Buy screen.
Click the Done tab to view completed POs.
Locate the PO you want to revert and click it to open the PO card.
Click the three-dot icon (⋮) in the top corner.
Select Revert all from the dropdown.
Important: If the PO is partially received, this will revert all items—you cannot partially revert a PO.
What happens when you revert?
Reverting a PO automatically updates inventory:
In Stock quantity decreases
Expected quantity increases
This action effectively resets the PO to a "Not received" state, making it editable again.
Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]