Purchasing

Using the Buy screen

Manage all of your Purchase Orders in one place with the Buy screen

Written by Dayvid Lorbiecke
Updated yesterday

Creating a Purchase Order (PO)

How to create a Purchase Order and best practices

Written by Dayvid Lorbiecke
Updated over a week ago

Purchase Order (PO) Delivery statuses

What the different delivery statuses of a Purchase Order mean

Written by Dayvid Lorbiecke
Updated over a week ago

Receiving a Purchase Order (PO)

When items arrive to your warehouse, you can mark them as Received

Written by Dayvid Lorbiecke
Updated yesterday

Partially receiving a Purchase Order

If you've only received some of the items of a PO, you can mark the PO as Partially received

Written by Dayvid Lorbiecke
Updated yesterday

Reverting a Purchase Order (PO)

If you have accidentally marked a PO as received, you can easily revert it back

Written by Dayvid Lorbiecke
Updated yesterday

Deleting a Purchase Order (PO)

Remove a PO from the Buy screen and from Expected quantities

Written by Dayvid Lorbiecke
Updated yesterday

Exporting Purchase Orders (PO)

Export a PO to a CSV file if you need to perform further operations outside of Katana

Written by Dayvid Lorbiecke
Updated yesterday

Duplicating a Purchase Order (PO)

If you have another similar PO, you can easily duplicate a previous one

Written by Dayvid Lorbiecke
Updated yesterday

Sending Purchase Orders or Requests for Quote to suppliers

How to handle getting a Purchase Order or Quote request to suppliers

Written by Dayvid Lorbiecke
Updated over a week ago

Purchasing products

How to manage the Products you purchase

Written by Dayvid Lorbiecke
Updated over a week ago

Purchasing items in different Units of Measure

Written by Dayvid Lorbiecke
Updated yesterday

Adding address information to a Purchase Order (PO)

Add any address information you need, directly to a PO

Written by Dayvid Lorbiecke
Updated yesterday

Video: Purchasing items in a different Unit of Measure

Watch how to choose different units of measure when purchasing items

Written by Dayvid Lorbiecke
Updated yesterday

Video: Default supplier and purchasing all missing materials

Use a default supplier for repeat orders

Written by Dayvid Lorbiecke
Updated yesterday