In Katana, you can print your purchase-related documents in three different formats or save them as PDFs. These are useful for sending to suppliers, organizing warehouse receiving, or maintaining documentation.
Available print formats
Here are the three formats you can choose from:
Purchase Order (PO)
Includes all data from the PO card.
Shows supplier, order lines, quantities, additional costs, and location.
Ideal for sending to suppliers when placing an order.
Can also be done with POs that are received in multiple parts
Request for Quote (RFQ)
Same layout as the PO format but excludes prices and cost data.
Useful for collecting pricing offers from suppliers before finalizing an order.
Put-away List
Includes all ordered items with their quantities.
Displays the default storage bin for each item to aid warehouse organization.
Note: All formats include your company’s legal name, address, and the location assigned to the PO.
How to print or save a PO, RFQ, or put-away list
Navigate to the PO card you want to print.
Click the Print icon (🖨️) in the top-right corner.
From the dropdown, choose:
Purchase order
Request for Quote
Put-away list
A print preview will open in a new tab. From here, you can:
Print the document.
Save it as a PDF.
Bulk printing
Need to print multiple POs at once?
Go to the Buy screen → Purchasing tab.
Select the POs you'd like to print (hold
Shiftto select multiple).Click the Print icon and choose a format.
A single PDF will open with each PO on a separate page.
Customize your templates
Want to modify layouts, add barcodes, or include your logo? Use Katana’s built-in PDF Editor to customize your print templates. You can:
Add branding
Include custom fields
Modify design or structure
Learn how to create your own print templates
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