Get an overview of how to manage purchase orders (POs) and outsourced purchase orders (OPOs) efficiently in Katana.
The Buy screen centralizes all your POs and OPOs, giving you a quick view of:
Supplier interactions
Order statuses
Navigating the Buy screen
The main table includes key details for each purchase order:
PO # – Unique identifier of the order
Supplier – The vendor you're buying from
Total amount – The total value of the PO
Arrival date – The expected date of delivery
Delivery status – Indicates whether the order has been delivered
You can sort or filter this table by any column to quickly find what you need.
Tip: Watch for Late Deliveries
The Arrival date will turn red if the date has passed and the order is still marked as not delivered — signaling a late delivery from the supplier.
Open vs. Done purchase orders
When a PO's Delivery status is changed to Delivered, it moves to the Done table in the Buy screen.
If the status is changed back to Not delivered, it automatically returns to the Open table.
This helps you easily separate completed and pending orders.
The Outsourcing tab
If you use contract manufacturers, you’ll manage their orders under the Outsourcing tab.
This tab displays all outsourced purchase orders (OPOs) — these are used when:
You're fully outsourcing production
You need to track the ingredients being sent to and returned from the contractor
The Suppliers tab
Easily manage all of your suppliers from one area.
Summary
The Buy screen helps you stay on top of:
What’s ordered
When it should arrive
What’s been completed
What’s outsourced
Use the filtering, sorting, and tab navigation to keep your purchasing operations running smoothly and avoid missed deliveries.
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