Katana

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

Using the Buy screen

How to create a Purchase order and best practices

What the different delivery statuses of a Purchase order mean

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

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

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

Remove a PO from the Buy screen and from Expected quantities

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

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

How to handle sending a Purchase order or Quote request to suppliers

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

Add any address information you need, directly to a PO

Watch how to choose different units of measure when purchasing items

Information on the Buy screen and using Purchase and Outsourced purchase orders

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

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

Recieve OPOs once the items reach your destination warehouse

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

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

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

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