Purchasing and Outsourcing
Information on the Buy screen and using Purchase and Outsourced purchase orders
By David and 1 other2 authors27 articles
- Basics of the Buy screenUnderstand Katana’s Buy screen: Manage POs and OPOs effectively, track order status and details, and manage suppliers.
- How to create a purchase order (PO)Simplify PO creation in Katana: quickly adding products, variants, and managing bulk purchases.
- How to create Draft purchase orders (POs) and outsourced purchase orders (OPOs)If you want to prepare for POs/OPOs before they're confirmed, drafts are a great way to stay organized.
- Purchase order (PO) delivery statusesTrack PO delivery statuses in Katana, from Not Received to Received, to manage inventory.
- How to receive a purchase order (PO)Learn to mark POs as received in Katana, updating inventory accurately and efficiently.
- How to partially receive a purchase order (PO)Manage inventory accurately by partially receiving items from a PO
- How to revert a purchase order (PO)Easily revert a PO in Katana, adjusting inventory and order details as needed.
- How to delete a purchase order (PO)Learn to properly delete a PO in Katana, ensuring accurate inventory and order records.
- How to export purchase orders (PO)Export POs from Katana to CSV or XLSX for detailed analysis or external processing.
- How to duplicate a purchase order (PO)Quickly duplicate a PO, copying all details including supplier and cost info.
- How to send purchase orders (PO) or Request for quotes (RFQ) to suppliersSend POs and RFQs to suppliers directly via email from Katana, tracking status.
- A quick guide to purchasing productsStreamline the management of purchased products for resale in Katana.
- Purchasing items in different units of measureNavigate purchasing items in different units with Katana’s flexible conversion settings.
- How to add address information to a purchase order (PO)Easily add shipping and billing addresses to POs for accurate order documentation.
- Additional costs for purchase orders (PO)Incorporate extra costs into POs for accurate inventory and financial records.
- Video: Default supplier and purchasing all missing materialsUse a default supplier for repeat orders
- Basics of contract manufacturing (outsourcing)Learn contract manufacturing basics: managing outsourced production with Katana.
- How to create an outsourced purchase order (OPO)Set up outsourced purchase orders (OPOs) in Katana for efficient external manufacturing.
- How to receive an outsourced purchase order (OPO)Learn to receive outsourced purchase orders (OPOs) in Katana, updating inventory accurately.
- How to partially receive an outsourced purchase order (OPO)Manage inventory accurately by partially receiving items from an OPO
- How to revert an outsourced purchase order (OPO)Understand how to revert an outsourced purchase order in Katana, correcting inventory and order details.
- How to delete an outsourced purchase order (OPO)To remove an OPO from the Buy screen and eliminate the connected quantities, you can delete it
- Partially outsourced manufacturingManage complex manufacturing with partial outsourcing in Katana for enhanced flexibility.
- Outsourced purchase order (OPO) product costsTrack OPO product costs in Katana, including purchase price and ingredient costs.
Suppliers
Information about how to handle Suppliers in Katana
- How to create a supplierA quick guide to adding new suppliers in Katana to streamline PO and OPO creation.
- How to edit suppliersEasily update supplier info in Katana: contact details, and more, which automatically syncs across related POs and OPOs.
- How to delete suppliersLearn how to quickly delete suppliers in Katana, ensuring your database remains current and free of duplicates.