Katana Knowledge Base
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Settings
Settings
Learn about the Settings menu, Locations, multicurrency, and managing your team/subscription
Base currency in Katana
Managing Unit of Measures
Managing Tax rates
Clearing all data from your account
Locations and Stock Transfers
Video: Multiple Sales Inventory Locations
Basics of Locations
Creating new Locations
Defining default Locations for Sales, Manufacturing, and Purchasing
What is a Stock transfer?
Creating a Stock transfer
Deleting a Stock transfer
Multicurrency
Multicurrency overview
Source of your currency rates
Setting customer default currency
Setting supplier default currency
Setting default purchase price in foreign supplier currencies
Selling in multiple currencies
Buying in multiple currencies
Fixing the currency rate on Sales orders
Fixing the currency rate on a Purchase order
Editing currency rate and date on Sales or Purchase orders
Manage your team
Adding team members
Removing team members
Team member roles
Manage your subscription
Subscribing to Katana
Billing for Users and Operators
Editing a subscription
Location of invoices
Managing past-due invoices
Canceling a subscription
Subscription plans
How to Refer a Friend to Katana?
Calculating shipped Sales order lines
Terms
Average cost
Unit of Measure (UoM)
Permissions
Permissions: View cost and stock value
User permissions overview
Manage users and permissions
Permissions: View profit and margin
Permissions: View sales prices
Katana Knowledge Base
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