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Defining default Locations for Sales, Manufacturing, and Purchasing
Defining default Locations for Sales, Manufacturing, and Purchasing

Decide which location will be the default for new Sales orders, Manufacturing orders and Purchase orders

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over a week ago

A Default Location is a Location assigned to new Sales orders (SO), Manufacturing orders (MO), and Purchase orders (PO) by default. If an order is created (read more), the Location field on the order will display the Default Location defined for either Sales, Purchasing, or Manufacturing, depending on the order type.

There are certain exceptions:

- A Make to Order MO always has the same Location as the underlying SO.

- If you mapped your Shopify Locations to certain Katana Locations, this mapping overrides the Default Sales Location settings in Katana, and Shopify SOs are imported to the Katana Location selected in the integration settings.

You can edit the Location on each order manually. For Sales Orders, you can edit the Location in bulk (read more).

The Default Location is set to your Main location by default.

To change a Default Location:

  1. Navigate to Settings screen > Locations > Default locations tab.

  2. Find the Default sales location, Default manufacturing location, and Default purchase location fields and change them to your preferred Location.

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