Katana

Change the default currency that will be used when displaying sales prices, manufacturing costs, and stock values

Base currency in Katana

On each product or material card, you can select a Unit of Measure (UoM) for the item

Managing Unit of Measures

Tax rates in Katana are applied to products and materials

Managing Tax rates

You can always restart your account completely fresh

Clearing all data from your account

Dayvid Lorbiecke

Mart-Mattis Niinepuu

Learn about the Settings menu, Locations, multicurrency, and managing your team/subscription

Settings

See the basics of the Sales Locations feature in Katana

Video: Multiple Sales Inventory Locations

Locations are different places where you store stock, make products, and/or fulfill customer orders

Basics of Locations

Creating new Locations

Decide which location will be the default for new Sales orders, Manufacturing orders and Purchase orders

Defining default Locations for Sales, Manufacturing, and Purchasing

A Stock transfer allows you to move stock between Locations

What is a Stock transfer?

Creating Stock transfers is only possible if you have created multiple Locations

Creating a Stock transfer

Deleting a Stock transfer

Locations and Stock Transfers

This article gives you an overview of the multi-currency feature in Katana.

Multicurrency overview

Katana uses Open Exchange Rates to update currency rates

Source of your currency rates

You can assign a default currency for your customers when creating Sales orders in Katana

Setting customer default currency

You can assign a default currency to each supplier in Katana

Setting supplier default currency

Set the default purchase prices in your supplier's currency

Setting default purchase price in foreign supplier currencies

Sell in multiple currencies and automatically convert your sales prices to foreign currencies

Selling in multiple currencies

Keep your purchase prices in foreign currencies and automatically convert them to your base currency

Buying in multiple currencies

When you need to fix the currency rate in certain situations

Fixing the currency rate on Sales orders

Fixing the currency rate on a Purchase order

This article shows an example based on a Sales order - a similar flow of actions applies also for Purchase orders.

Editing currency rate and date on Sales or Purchase orders

Multicurrency

How to invite and add new team members to your Katana account.

Adding team members

How to remove existing team members from your Katana account.

Removing team members

Team member roles

Manage your team

Subscribing to Katana

This article explains the billing principles when adding or removing Users or Operators from your account.

Billing for Users and Operators

Editing a subscription

Find all of your invoices, from the beginning of your subscription to the present day

Location of invoices

What steps to follow to find any past due invoices or to update billing information

Managing past-due invoices

Canceling a subscription

There are four subscription plans available: Essential, Advanced, Professional, and Enterprise

Subscription plans

Learn how to refer others to Katana and get extra money in the process

How to Refer a Friend to Katana?

Each subscription plan in Katana (except Enterprise) contains a different volume limit

Calculating shipped Sales order lines

Manage your subscription

Average cost

Unit of Measure (UoM)

Terms

Permissions: View cost and stock value

Learn about the different types of permissions in Katana and how they affect users.

User permissions overview

Find out about the "Manage users and permissions" permission.

Manage users and permissions

Find out more about the user permission dealing with profitability visibility.

Permissions: View profit and margin

Find out how the View sales prices permission works and when and where to apply it.