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Settings
Learn about the Settings menu, Locations, multicurrency, and managing your team/subscription
34 articles in this collection
Written by
Dayvid Lorbiecke
Base currency in Katana
Change the default currency that will be used when displaying sales prices, manufacturing costs, and stock values
Written by
Dayvid Lorbiecke
Updated yesterday
Managing Unit of Measures
On each product or material card, you can select a Unit of Measure (UoM) for the item
Written by
Dayvid Lorbiecke
Updated yesterday
Managing Tax rates
Tax rates in Katana are applied to products and materials
Written by
Dayvid Lorbiecke
Updated yesterday
Clearing all data from your account
You can always restart your account completely fresh
Written by
Dayvid Lorbiecke
Updated yesterday
Locations and Stock Transfers
Video: Multiple Sales Inventory Locations
See the basics of the Sales Locations feature in Katana
Written by
Dayvid Lorbiecke
Updated today
Basics of Locations
Locations are different places where you store stock, make products, and/or fulfill customer orders
Written by
Dayvid Lorbiecke
Updated today
Creating new Locations
How to create new Locations
Written by
Dayvid Lorbiecke
Updated over a week ago
Defining default Locations for Sales, Manufacturing, and Purchasing
Decide which location will be the default for new Sales Orders, Manufacturing Orders and Purchase Orders
Written by
Dayvid Lorbiecke
Updated today
What is a Stock Transfer?
A Stock Transfer allows you to move stock between Locations
Written by
Dayvid Lorbiecke
Updated today
Creating a Stock Transfer
Creating Stock Transfers is only possible if you have created multiple Locations
Written by
Dayvid Lorbiecke
Updated today
Deleting a Stock Transfer
How to delete a Stock Transfer
Written by
Dayvid Lorbiecke
Updated over a week ago
Multicurrency
Multicurrency Overview
This article gives you an overview of the multi-currency feature in Katana.
Written by
Dayvid Lorbiecke
Updated over a week ago
Source of your currency rates
Katana uses Open Exchange Rates to update currency rates
Written by
Dayvid Lorbiecke
Updated today
Setting customer default currency
You can assign a default currency for your customers when creating Sales Orders in Katana
Written by
Dayvid Lorbiecke
Updated today
Setting supplier default currency
You can assign a default currency to each supplier in Katana
Written by
Dayvid Lorbiecke
Updated today
Setting default purchase price in foreign supplier currencies
Set the default purchase prices in your supplier's currency
Written by
Dayvid Lorbiecke
Updated today
Selling in multiple currencies
Sell in multiple currencies and automatically convert your sales prices to foreign currencies
Written by
Dayvid Lorbiecke
Updated today
Buying in multiple currencies
Keep your purchase prices in foreign currencies and automatically convert them to your base currency
Written by
Dayvid Lorbiecke
Updated today
Fixing the currency rate on Sales Order
When you need to fix the currency rate in certain situations
Written by
Dayvid Lorbiecke
Updated today
Fixing the currency rate on a Purchase Order
Stop a currency rate from fluctuating, if needed
Written by
Dayvid Lorbiecke
Updated today
Editing currency rate and date on Sales or Purchase orders
This article shows an example based on a Sales Order - a similar flow of actions applies also for Purchase Orders.
Written by
Dayvid Lorbiecke
Updated over a week ago
Manage your team
Adding team members
This article explains how to invite and add new team members to your Katana account.
Written by
Dayvid Lorbiecke
Updated over a week ago
Team member roles
Three types of team members in Katana: Owner, User, and Operator
Written by
Dayvid Lorbiecke
Updated today
Removing team members
This article explains how to remove existing team members from your Katana account.
Written by
Dayvid Lorbiecke
Updated over a week ago
Manage your subscription
Subscribing to Katana
How to subscribe to Katana
Written by
Dayvid Lorbiecke
Updated in the last hour
Billing for Users and Operators
This article explains the billing principles when adding or removing Users or Operators to your account.
Written by
Dayvid Lorbiecke
Updated over a week ago
Editing a subscription
How to edit my subscription
Written by
Dayvid Lorbiecke
Updated over a week ago
Where can I find my invoices?
Find all of your invoices, from the beginning of your subscription to the present day
Written by
Dayvid Lorbiecke
Updated today
Canceling a subscription
How to cancel my subscription
Written by
Dayvid Lorbiecke
Updated over a week ago
Subscription plans
There are four subscription plans available: Essential, Advanced, Professional, and Enterprise
Written by
Dayvid Lorbiecke
Updated today
How to Refer a Friend to Katana?
Learn how to refer others to Katana and get extra money in the process
Written by
Dayvid Lorbiecke
Updated over a week ago
Calculating shipped sales order lines
Each subscription plan in Katana (except Enterprise) contains a different volume limit
Written by
Dayvid Lorbiecke
Updated today
Terms
Average Cost
Average Cost = Value in Stock / In Stock
Written by
Dayvid Lorbiecke
Updated today
Unit of Measure (UoM)
What a Unit of Measure is in Katana
Written by
Dayvid Lorbiecke
Updated over a week ago