Each plan (Starter, Standard, Professional, and Professional Plus) offers a different usage limit which is measured by both:
The amount of Sales orders marked as Delivered
The gross merchandise value (GMV) of Delivered sales orders
While plan prices are stated in annual terms, pricing limits are actually calculated based on monthly consumption in equal bundles over the past 3 months. This means that if your sales orders or GMV exceed the monthly limit for three consecutive months, your account is automatically upgraded to a higher plan. Limits are calculated based on the past calendar month to the beginning of the next month.
Say you're on a Standard plan (a monthly limit of 500 sales orders and $416,667 GMV per month). Your delivered sales orders are 300 in the first month, 150 in the second month, and 700 in the third month. In this situation, you wouldn't be switched to a higher plan.
If your sales orders then exceed 500 in both the fourth and fifth month, you will be switched to a Professional plan. However, if your sales orders exceed 500 in only the fourth month, but not the fifth, you'll remain on Standard plan (the same logic applies to GMV).
Limits for each plan
1,200 sales orders per year (or 100 sales orders per month)
$600,000 GMV per year (or $50,000 GMV per month)
6,000 sales orders per year (or 500 sales orders per month)
$5,000,000 GMV per year (or $416,667 GMV per month)
18,000 sales orders per year (or 1,500 sales orders per month)
$50,000,000 GMV per year (or $4,166,667 GMV per month)
40,000 sales orders per year (or 3,333 sales orders per month)
$150,000,000 GMV per year (or $12,500,000 GMV per month)
How to check your account's usage
Both Sales order and GMV limits can be validated on the Sales screen.
To check your GMV, head to the Sales screen and click on the Done table under the Sales tab. Here you can filter sales orders by a certain date range. Once you've selected a desired time period (e.g. last calendar month), the Total amount column will match the GMV calculation. Remember that calculations are based on monthly product usage and each month should be viewed separately (instead of the total of three months combined)
Sales order limits
To look at your Sales orders, head to the Sell screen and click on the Done table under the Sales tab. Here you can filter the orders by a certain date range and the total order amount will appear at the top of the table.
Consequences of going over a plan's limit or downgrading
In Katana, limits are measured in terms of months within a 3-month timeframe (equal monthly bundles). If a plan's limits are exceeded for 3 consecutive months, the account is automatically switched to a higher plan to account for the higher numbers.
Note: To downgrade, the account must maintain the lower plan's limits for at least a month.