Purchasing

Using the Buy screen

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

Written by Dayvid Lorbiecke
Updated over a week ago

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 over a week ago

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 over a week ago

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 over a week ago

Deleting a Purchase order (PO)

Remove a PO from the Buy screen and from Expected quantities

Written by Dayvid Lorbiecke
Updated over a week ago

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 over a week ago

Duplicating a Purchase order (PO)

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

Written by Dayvid Lorbiecke
Updated over a week ago

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

If you're using different units of measure for the different items you are purchasing, it's easy to change the measurement

Written by Dayvid Lorbiecke
Updated over a week ago

Adding address information to a Purchase order (PO)

Add any address information you need, directly to a PO

Written by Dayvid Lorbiecke
Updated over a week ago

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 over a week ago

Video: Default supplier and purchasing all missing materials

Use a default supplier for repeat orders

Written by Dayvid Lorbiecke
Updated over a week ago

Basics of Contract manufacturing

A business model where a third part fully or partially manufactures products

Written by Dayvid Lorbiecke
Updated over a week ago

Creating an Outsourced purchase order (OPO)

When you're fully outsourcing your manufacturing to a contractor while still handling the raw materials needed for it

Written by Dayvid Lorbiecke
Updated over a week ago

Receiving an Outsourced purchase order (OPO)

Recieve OPOs once the items reach your destination warehouse

Written by Dayvid Lorbiecke
Updated over a week ago

Reverting an Outsourced purchase order

Find out how to revert an OPO if for some reason it needs to change from a Received status

Written by Dayvid Lorbiecke
Updated over a week ago

Deleting an Outsourced purchase order (OPO)

To remove an OPO from the Buy screen and eliminate the connected quantities, you can delete it

Written by Siim Sirel
Updated over a week ago

Partially outsourced manufacturing

For manufacturers who use a third party to manufacture their products partially

Written by Siim Sirel
Updated over a week ago

Outsourced Purchase order (OPO) product costs

Track outsourced manufacturing product costs based on the manufacturing service's purchase price and the actual cost of ingredients

Written by Dayvid Lorbiecke
Updated over a week ago