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Understanding the core limits of Katana plans

Understand the core limits of Katana plans to choose the best option for your business.

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over a week ago

Katana’s subscription plans include core usage limits that define how much activity (sales orders and revenue) each plan supports. These limits help match the right plan to your business's size and needs.


What are core limits?

Each plan (Standard, Professional, and Professional Plus) has two main limits:

  • Number of sales orders (SOs) marked as Delivered

  • Gross merchandise value (GMV) of Delivered SOs

Although plan prices are shown annually, limits are calculated monthly. Katana reviews your activity over the past 3 consecutive months:

  • If you exceed your plan’s monthly limits for 3 months in a row, your account will be automatically upgraded to the next plan.

  • If your usage drops, you can downgrade after maintaining the lower plan’s limits for at least 1 month.


Example

  • You’re on the Standard plan (limit: 500 SOs / $416,667 GMV per month).

  • Month 1: 300 SOs

  • Month 2: 150 SOs

  • Month 3: 700 SOs

You would not be upgraded, because only 1 out of 3 months exceeded the limit.

If in Months 4 and 5 you also exceed 500 SOs, your account will be upgraded to Professional.


Limits for each plan

Plan

Monthly limit (SOs)

Monthly GMV limit

Annual equivalent

Standard

500 SOs

$416,667

6,000 SOs / $5M

Professional

1,500 SOs

$4,166,667

18,000 SOs / $50M

Pro plus

3,333 SOs

$12,500,000

40,000 SOs / $150M


How to check your usage

  1. Click your account name in the top-right corner.

  2. Select Subscription from the dropdown.

    Screenshot showing where the Subscription option is in the top-right dropdown menu

  3. On the subscription page, review the Plan limits monitor for:

    • Delivered SOs per month

    • GMV per month

      Screenshot highlighting the Plan limits monitor in the Subscription page

This helps you see how close you are to your plan’s limits.


What happens if you exceed or downgrade

  • Exceeding limits: If you go over for 3 months in a row, Katana automatically upgrades your plan.

  • Downgrading: To move to a lower plan, your usage must stay under that plan’s limits for at least 1 full month.


Key takeaway

Understanding your plan’s SOs and GMV limits ensures you’re always on the right plan. Monitor your usage regularly to avoid unexpected upgrades and to know when you can safely downgrade.


Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]

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