Purchasing and Outsourcing

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

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22 articles in this collection
Written by Siim Sirel and Dayvid Lorbiecke

Using the Buy screen

Manage all of your Purchase orders in one place with the Buy screen
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Written by Dayvid Lorbiecke
Updated over a week ago

Creating a Purchase order (PO)

How to create a Purchase order and best practices
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Written by Dayvid Lorbiecke
Updated over a week ago

Purchase order (PO) Delivery statuses

What the different delivery statuses of a Purchase order mean
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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
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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
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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
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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
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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
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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
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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
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Written by Dayvid Lorbiecke
Updated over a week ago

Purchasing products

How to manage the Products you purchase
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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
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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
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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
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Written by Dayvid Lorbiecke
Updated over a week ago

Video: Default supplier and purchasing all missing materials

Use a default supplier for repeat orders
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Written by Dayvid Lorbiecke
Updated over a week ago