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Purchasing
Purchasing
Information on the Buy screen and using Purchase Orders
15 articles in this collection
Written by
Dayvid Lorbiecke
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