Keep your inventory accurate by receiving items from a purchase order in multiple shipments. This helps reflect real-time stock levels when deliveries arrive in parts.
Why use partial receiving?
Sometimes, suppliers deliver items in batches. With Katana, you can:
Mark specific items as received
Keep remaining items in “expected” status
Update stock levels progressively
Track PO status through each step of the delivery
How to partially receive a purchase order
You can receive items from a PO in as many parts as needed.
Here’s how:
Step 1: Open the PO
Go to the Buy screen.
Find the PO and click on the Delivery status.
Alternatively, open the PO card directly.
Step 2: Select “Receive some…”
In the drop-down, choose Receive some...
This opens a pop-up for item selection.
Step 3: Choose items to receive
In the pop-up window:
You'll see the full list of items from the PO.
By default, the full expected quantity is pre-filled.
Adjust quantities if only some items have arrived.
Step 4: Set the received date
Update the Received date if it's different from the one shown.
Click Receive to confirm.
What happens after receiving
The PO is updated to Partially received.
Two sections appear:
Received items
Not received items
Receiving more items or completing the PO
To receive more items, click the Partially received status again and choose Receive some...
When all items are received:
The PO status will automatically change to Done.
The PO moves to the Done table on the Buy screen.
Tip: You can always revisit a PO to update quantities as shipments continue arriving. This helps maintain full visibility over incomplete deliveries.
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