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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
Video: Multiple Sales Inventory Locations
Basics of Locations
Creating new Locations
Defining default Locations for Sales, Manufacturing, and Purchasing
Basics of Storage bins
Creating Storage bins
Editing Storage bins
Deleting Storage bins
What is a Stock transfer?
Creating a Stock transfer
Deleting a Stock transfer
Multicurrency overview
Source of your currency rates
Setting customer default currency
Setting a supplier's 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
User permissions overview
Manage users and permissions
Permissions: View cost and stock value
Permissions: View profit and margin
Permissions: View sales prices
Permissions: Manage API keys and webhooks
Permissions: Manage integrations
Permissions: Access Insights screen
Permissions: Delete orders, items and contacts
Permissions: Access Settings screen
Permissions: Access Sell screen