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
Access to Purchasing Insights in the Insights section.
To grant Insights access, you also need to enable the Access Insights screen permission.
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:
Team page → click the User’s name.
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