Skip to main content

How to revert an outsourced purchase order (OPO)

Understand how to revert an outsourced purchase order in Katana, correcting inventory and order details.

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated yesterday

If you’ve accidentally marked an outsourced purchase order (OPO) as Received, or if items need to be returned to your supplier, you can revert the OPO to its previous state. Reverting restores inventory values and allows you to make changes to the order.

A received OPO cannot be edited directly. You must first revert it.


How to revert a received OPO

You can revert a Received OPO either from the Buy screen → Outsourcing tab → Done table or directly on the OPO card.

Steps:

  1. Go to the Buy screen.

  2. Navigate to the Outsourcing tab.

  3. Open the Done table.

    Screenshot of the Done table of the outsourcing tab in the buy screen

  4. Locate the relevant OPO and open it.

  5. Click the 3-dot button and select Revert all.

    Screenshot showing the Revert all option for an OPO

Once reverted:

  • The order status will return to Not received.

  • You can now make edits or reschedule the delivery.


Inventory impact when reverting an OPO

Reverting a received OPO will update inventory levels automatically for both the finished items and the ingredients used.

For items in the "Ship to" location:

  • In stockDecreases

  • ExpectedIncreases

For ingredients in the "track ingredients in" location:

  • In stockIncreases

  • CommittedIncreases

These adjustments ensure your stock accurately reflects the reversal of the goods receipt.


Related info

  • You can only fully revert OPOs. Partial reversals are not supported.

  • If you need to make any change to a Received OPO (e.g., edit quantity, supplier info, items), you must revert it first.


Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]

Did this answer your question?