All Collections
Purchasing and Outsourcing
Information on the Buy screen and using Purchase and Outsourced purchase orders
Using the Buy screenManage all of your Purchase orders in one place with the Buy screen
Creating a Purchase order (PO)How to create a Purchase order and best practices
Purchase order (PO) Delivery statusesWhat the different delivery statuses of a Purchase order mean
Receiving a Purchase order (PO)When items arrive to your warehouse, you can mark them as Received
Partially receiving a Purchase orderIf you've only received some of the items of a PO, you can mark the PO as Partially received
Reverting a Purchase order (PO)If you have accidentally marked a PO as received, you can easily revert it back
Deleting a Purchase order (PO)Remove a PO from the Buy screen and from Expected quantities
Exporting Purchase orders (PO)Export a PO to a CSV file if you need to perform further operations outside of Katana
Duplicating a Purchase order (PO)If you have another similar PO, you can easily duplicate a previous one
Sending suppliers Purchase orders (PO) or Requests for quote (RFQ)How to handle sending a Purchase order or Quote request to suppliers
Purchasing productsHow to manage the Products you purchase
Purchasing items in different Units of measureIf you're using different units of measure for the different items you are purchasing, it's easy to change the measurement
Adding address information to a Purchase order (PO)Add any address information you need, directly to a PO
Video: Purchasing items in a different Unit of MeasureWatch how to choose different units of measure when purchasing items
Video: Default supplier and purchasing all missing materialsUse a default supplier for repeat orders
Additional costs for Purchase orders
Basics of Contract manufacturingA business model where a third part fully or partially manufactures products
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
Receiving an Outsourced purchase order (OPO)Recieve OPOs once the items reach your destination warehouse
Reverting an Outsourced purchase orderFind out how to revert an OPO if for some reason it needs to change from a Received status
Deleting an Outsourced purchase order (OPO)To remove an OPO from the Buy screen and eliminate the connected quantities, you can delete it
Partially outsourced manufacturingFor manufacturers who use a third party to manufacture their products partially
Outsourced Purchase order (OPO) product costsTrack outsourced manufacturing product costs based on the manufacturing service's purchase price and the actual cost of ingredients