Purchasing and Outsourcing
Information on the Buy screen and using Purchase and Outsourced purchase orders
Basics of the Buy screenUnderstand Katana’s Buy screen: Manage POs and OPOs effectively, tracking order status and details.
How to create a purchase order (PO)Simplify PO creation in Katana: quickly adding products, variants, and managing bulk purchases.
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
Reverting a purchase order (PO)Easily revert a PO in Katana, adjusting inventory and order details as needed.
Deleting 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.
Duplicating 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.
Adding 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 manufacturingLearn 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.
Receiving an outsourced purchase order (OPO)Learn to receive outsourced purchase orders (OPOs) in Katana, updating inventory accurately.
Reverting an outsourced purchase order (OPO)Understand how to revert an outsourced purchase order in Katana, correcting inventory and order details.
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 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.
How to partially receive an outsourced purchase order (OPO)Manage inventory accurately by partially receiving items from an OPO
Suppliers
Information about how to handle Suppliers in Katana
Editing suppliersEasily update supplier info in Katana: contact details, and more, which automatically syncs across related POs and OPOs.
How to create a supplierA quick guide to adding new suppliers in Katana to streamline PO and OPO creation.
Deleting suppliersLearn how to quickly delete suppliers in Katana, ensuring your database remains current and free of duplicates.