The Buy screen in Katana centralizes the management of all purchase orders (POs) and outsourced purchase orders (OPOs), providing an overview of supplier interactions, order statuses, and delivery timelines. This guide explains how to navigate the screen, utilize sorting and filtering options, and understand the implications of delivery statuses.

The Buy screen displays the PO #, Supplier name, Total amount, Arrival date, and Delivery status for each order. You can sort or filter the table by any of these columns.

Click on a PO to open it up and find more details about an order.

Tip: Keep an eye on the Arrival date of purchase orders. It will turn red if the Arrival date has passed, meaning the supplier is late with the delivery.

Open and Done purchase orders

If a PO Delivery status is changed to Delivered, the order automatically moves to the Done table of the Buy screen. If you change the status back to Not delivered, the PO moves back to the Open table.

Read more about creating purchase orders.

Outsourcing tab

Outsourced purchase orders are listed under the Outsourcing tab in the Buy screen.

Outsourced purchase orders are used if you're outsourcing manufacturing fully to contractors and need to track the ingredients required.