You can print Purchase Orders (PO) in two different formats: Purchase Order format or Request for Quote format. Using the print function, you can also save POs as a PDF.
Each print template includes the legal name and address of your company and the address of the Location assigned to the PO - read more.
1. Purchase Order format - includes all data displayed on a PO card.
2. Request for Quote (RFQ) - includes all data displayed on the PO card except cost or price data for items.
To customize print templates, Katana offers a flexible PDF Editor which allows full customization of the design, data fields, and special components (barcodes, images, logos). Learn here how to create your own print templates.
To print a PO or RFQ, follow these steps:
Navigate to a PO card.
Click on the Print icon at the top corner.
From the dropdown menu, select Purchase Order or a Request for Quote.
From the next screen, you can choose to print or save the PO as a PDF.
Note: You can only save Purchase Orders to PDF individually, Katana does not currently support bulk order printing.