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Access Buy screen permission
Access Buy screen permission

Set permissions to access the Buy screen in Katana.

Janika Liiv avatar
Written by Janika Liiv
Updated over a week ago

Configure permissions for accessing the Buy screen, ensuring that only authorized team members can manage purchasing activities and supplier interactions. This helps maintain security and control over procurement processes by restricting access to sensitive purchasing data.

The access Buy screen permission provides users with access to the Buy screen and Suppliers tab inside the Contacts screen. Within these areas, users can view and manage purchase orders, outsourced purchase orders, and suppliers.

All Users with default access will have this permission enabled.

A user with the access Buy screen permission can:

  • Access the Buy screen and Contacts screen > Suppliers tab

  • Create, edit, and view purchase orders and outsourced purchase orders

  • Create, edit, and view supplier cards

  • View and edit certain supplier info on both product and material cards:

    • Default purchase price

    • Default supplier

    • Supplier currency

    • Purchase unit of measure

  • Download and import supplier info with the following data import templates:

    • Add new products

    • Add new materials

    • Update existing products and safety stock levels

    • Update existing materials and safety stock levels

Access Buy screen permission won't enable or disable access to Purchasing Insights in the Insights section. To enable access to Purchasing Insights, the Access to Insights permission needs to be enabled.

The permission can be enabled/disabled when inviting a user to Katana and changed anytime from the Team page.

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