There are four subscription plans available: Essential, Advanced, Professional, and Enterprise. See more details here: https://katanamrp.com/pricing/).

All plans are available for monthly and annual billing cycles. For the annual plan, you will pay for a non-refundable 1-year period upfront.

By default, the Essentials package is activated on your trial account.

Check your current subscription details in Katana by clicking on the account name in the top corner and selecting Subscription.

An Advanced plan can be activated by enabling an Advanced feature on the account (e.g. enable batch number tracking for an item or add an Operator to the Shop Floor App). Choose between a monthly and annual subscription.

You can also upgrade to the Advanced plan from the Subscription page in Katana.

When you upgrade to Advanced, you will receive a 14-day free trial for the Advanced plan to explore the additional features.

A Professional plan can be activated by enabling a Professional feature on the account (e.g. enable custom user permissions for Users) or from the Subscription page. You can choose between either a monthly or annual subscription.

When you upgrade to the Professional plan, you will receive a 14-day free trial of the Professional plan to explore the additional features.

The professional plan provides early access to new features and priority support from a dedicated Customer Success Manager.

A downgrading option from the Advanced to the Essential plan is available on the Subscription page.

Be aware that by downgrading, you will lose all your batch tracking information; access to the Shop Floor App and all customized print templates will be removed when downgrading.

If you have more than three Locations in Katana, you need to remove additional Locations before downgrading (max 3 Locations allowed on the Essential plan).

If you have orders in multiple currencies, you need to convert all open Sales and Purchase orders and supplier currencies in foreign currencies back to the base currency. (Use the Export option in Sales and Purchase views to export all orders and see which have foreign currencies in use. All your done orders in foreign currencies will stay as-is in Katana)

Downgrading isn't possible if you haven't entered billing details to Katana, as the trial period will automatically end after the downgrade, and you will be charged for the downgraded package. Read more about subscribing to Katana.

Downgrading from the Professional to the Advanced plan is possible from the Subscription page.

Be aware that by downgrading, you will lose access to custom user permissions and default access will be applied to all Users using Katana. Read more about user permissions.