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Settings
Learn about the Settings menu, Locations, multicurrency, and managing your team/subscription
Base currency in KatanaChange the default currency that will be used when displaying sales prices, manufacturing costs, and stock values
Managing Unit of MeasuresOn each product or material card, you can select a Unit of Measure (UoM) for the item
Managing Tax ratesTax rates in Katana are applied to products and materials
Clearing all data from your accountYou can always restart your account completely fresh
Video: Multiple Sales Inventory LocationsSee the basics of the Sales Locations feature in Katana
Basics of LocationsLocations are different places where you store stock, make products, and/or fulfill customer orders
Creating LocationsHow to create new Locations
Defining default Locations for Sales, Manufacturing, and PurchasingDecide which location will be the default for new Sales orders, Manufacturing orders and Purchase orders
Basics of Storage binsStorage bins provide the exact location of a certain item in your warehouse.
Creating Storage bins
Editing Storage bins
Deleting Storage bins
What is a Stock transfer?A Stock transfer allows you to move stock between Locations
Creating a Stock transferCreating Stock transfers is only possible if you have created multiple Locations
Deleting a Stock transferHow to delete a Stock transfer
Multi-currency overviewThis article gives you an overview of the multi-currency feature in Katana.
Source of your currency ratesKatana uses Open Exchange Rates to update currency rates
Setting customer default currencyYou can assign a default currency for your customers when creating Sales orders in Katana
Setting a supplier's default currencyYou can assign a default currency to each supplier in Katana
Setting default purchase price in foreign supplier currenciesSet the default purchase prices in your supplier's currency
Selling in multiple currenciesSell in multiple currencies and automatically convert your sales prices to foreign currencies
Buying in multiple currenciesKeep your purchase prices in foreign currencies and automatically convert them to your base currency
Fixing the currency rate on Sales ordersWhen you need to fix the currency rate in certain situations
Fixing the currency rate on a Purchase orderStop a currency rate from fluctuating
Editing currency rate and date on Sales or Purchase ordersThis article shows an example based on a Sales order - a similar flow of actions applies also for Purchase orders.
Subscribing to KatanaHow to subscribe to Katana
Editing a subscriptionHow to edit my subscription
Location of invoicesFind all of your invoices, from the beginning of your subscription to the present day
Managing past-due invoicesWhat steps to follow to find any past due invoices or to update billing information
Canceling a subscriptionHow to cancel my subscription
Subscription plansLearn more about Katana's four subscription plans: Starter, Standard, Professional, and Professional Plus.
Changing the account ownerSometimes the ownership of an account needs to be transferred and that's just what this article is going to help you with.
Add-on removal
Understanding the core limits for Katana plans
Attaching an add-on to your subscription
User permissions overviewLearn about the different types of permissions in Katana and how they affect users.
Manage users and permissionsFind out about the "Manage users and permissions" permission.
Permissions: View cost and stock value
Permissions: View profit and marginFind out more about the user permission dealing with profitability visibility.
Permissions: View sales pricesFind out how the View sales prices permission works and when and where to apply it.
Permissions: Manage API keys and webhooks
Permissions: Manage integrations
Permissions: Access Insights screenManage who can see the statistical data available in the Insights screen
Permissions: Delete orders, items and contactsA collection of 7 different deletion settings that can be applied to your users.
Permissions: Access Settings screenControl who has access to the customizable product-wide options inside the Settings screen
Permissions: Access Buy screen