There are four subscription plans available: Essential, Advanced, Professional, and Enterprise. Please see more details here:

All plans are available for monthly and annual billing cycles. In the case of the annual plan, you are asked to pay for the 1-year period upfront and this charge is non-refundable.

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".

Upgrading to the Advanced plan

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). You are then asked to 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-days free trial for the Advanced plan to explore the additional features.

Downgrading from Advanced to Essentials or from Professional to Advanced

The downgrading option from a higher plan to Essentials is available on the Subscription page in Katana. Please be aware that you will lose all your batch tracking information; access to the Shop Floor Control App and all customized print templates will be deleted by 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 then you need to convert all open Sales and Purchase orders and supplier currencies in foreign currencies back to the base currency. (Use "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 to Essentials is not possible if you have not entered your billing details to Katana as the trial period will automatically end after the downgrade and you will be charged for the Essential package. Read more about subscribing to Katana.

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