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Access Buy screen permission

Set permissions to access the Buy screen in Katana.

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated this week

Control who can access the Buy screen in Katana to manage purchasing activities and supplier information.


What this permission does

The Access Buy screen permission grants users visibility and control over purchasing functions in Katana, including:

  • The Buy screen.

  • The Suppliers tab inside the Contacts screen.

This ensures that only authorized team members can manage purchase orders (POs), outsourced purchase orders (OPOs), and supplier information.


What users with this permission can do

A user with Access Buy screen permission can:

  • Access the Buy screen.

  • Create, edit, and view purchase orders (POs) and outsourced purchase orders (OPOs).

  • Create, edit, and view supplier cards.

  • View and edit supplier details on product and material cards, including:

    • Default purchase price

    • Default supplier

    • Supplier currency

    • Purchase unit of measure

  • Download and import supplier-related info using these templates:

    • Add new products

    • Add new materials

    • Update existing products and safety stock levels

    • Update existing materials and safety stock levels


What this permission does not cover


Default behavior

  • All Users with default access automatically have this permission enabled.


How to manage this permission

  • Permissions are set when a User is first invited to Katana.

  • They can be updated anytime by going to:

    1. Team page → click the User’s name.

    2. Adjust permissions as needed.

Learn more about user permissions


Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: support@katanamrp.com

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