Settings

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

37 articles in this collection
Written by Dayvid Lorbiecke and Mart-Mattis Niinepuu

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 over a week ago

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 over a week ago

Managing Tax rates

Tax rates in Katana are applied to products and materials

Written by Dayvid Lorbiecke
Updated over a week ago

Clearing all data from your account

You can always restart your account completely fresh

Written by Dayvid Lorbiecke
Updated over a week ago

Locations and Stock Transfers

Video: Multiple Sales Inventory Locations

See the basics of the Sales Locations feature in Katana

Written by Dayvid Lorbiecke
Updated over a week ago

Basics of Locations

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

Written by Dayvid Lorbiecke
Updated over a week ago

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 over a week ago

What is a Stock transfer?

A Stock transfer allows you to move stock between Locations

Written by Dayvid Lorbiecke
Updated over a week ago

Creating a Stock transfer

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

Written by Dayvid Lorbiecke
Updated over a week ago

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 over a week ago

Setting customer default currency

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

Written by Dayvid Lorbiecke
Updated over a week ago

Setting supplier default currency

You can assign a default currency to each supplier in Katana

Written by Dayvid Lorbiecke
Updated over a week ago

Setting default purchase price in foreign supplier currencies

Set the default purchase prices in your supplier's currency

Written by Dayvid Lorbiecke
Updated over a week ago

Selling in multiple currencies

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

Written by Dayvid Lorbiecke
Updated over a week ago

Buying in multiple currencies

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

Written by Dayvid Lorbiecke
Updated over a week ago

Fixing the currency rate on Sales orders

When you need to fix the currency rate in certain situations

Written by Dayvid Lorbiecke
Updated over a week ago

Fixing the currency rate on a Purchase order

Stop a currency rate from fluctuating

Written by Dayvid Lorbiecke
Updated over a week ago

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

View profit and margin

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

Written by Mart-Mattis Niinepuu
Updated over a week ago

Adding team members

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

Written by Dayvid Lorbiecke
Updated over a week ago

Team member roles

Owner, User, and Operator

Written by Dayvid Lorbiecke
Updated over a week ago

User permissions overview

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

Written by Mart-Mattis Niinepuu
Updated this week

Manage users and permissions

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

Written by Mart-Mattis Niinepuu
Updated over a week ago

Removing team members

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 over a week ago

Billing for Users and Operators

This article explains the billing principles when adding or removing Users or Operators from 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 over a week ago

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 over a week ago

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 over a week ago

Terms

Average cost

Average cost = Value in stock / In stock

Written by Dayvid Lorbiecke
Updated over a week ago

Unit of Measure (UoM)

What a Unit of Measure is in Katana

Written by Dayvid Lorbiecke
Updated over a week ago