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Settings
Learn about the Settings screen, Locations, multicurrency, and managing your team/subscription
Managing base currency inside KatanaSet the base currency to standardize financial transactions and reporting across your business operations.
Managing measurement units / unit of measures (UoM)Manage your unit of measures to ensure consistent inventory tracking and accurate product data across your operations.
Managing tax ratesManage tax rates in Katana to ensure accurate tax calculations and compliance across different transactions.
Clearing all data from your accountClear all data from your Katana account to reset your system and start fresh with new inventory and operational settings.
Units of Measure supported by KatanaExplore the units of measure supported by Katana to ensure accurate inventory tracking and consistency in production management.
Basics of locationsLearn the basics of locations in Katana, including how to manage and organize inventory across different places.
How to create locationsCreate locations in Katana to organize and track inventory across various warehouses or stores efficiently.
Choosing default locations for sales, manufacturing, and purchasingDecide which location will be the default for new Sales orders, Manufacturing orders and Purchase orders
Basics of storage binsUnderstand the basics of storage bins to organize inventory and streamline stock management in your warehouse.
How to create storage binsCreate storage bins to organize and manage inventory efficiently, improving stock control and warehouse operations.
Editing storage binsEdit storage bins to maintain accurate inventory locations and ensure organized warehouse management.
Deleting storage binsDelete storage bins removes unused inventory locations, keeping your warehouse layout organized and up-to-date.
Video: Multiple Sales Inventory LocationsSee the basics of the Sales Locations feature in Katana
Multi-currency overviewKatana's multi-currency feature enables transactions in various currencies, facilitating global trade and accurate financial reporting.
Currency rates sourceKatana's currency rates are sourced from Open Exchange Rates to ensure up-to-date and accurate financial data.
Setting the default currency for customersSet a customer's default currency to streamline transactions and ensure accurate multi-currency financial records.
Setting a default currency for suppliersSet a supplier's default currency to ensure accurate purchase order processing and consistent multi-currency management.
Setting the default purchase price for supplier currenciesSet default purchase prices in foreign currencies for suppliers to streamline purchasing and maintain accurate records.
Selling in multiple currenciesSell products in multiple currencies to manage international transactions and ensure accurate financial tracking.
Buying in multiple currenciesManage purchases in multiple currencies for accurate financial tracking.
Fixing the currency rate on sales orders (SO)Fix currency rates on sales orders to ensure stable pricing and accurate financial records.
Fixing the currency rate on purchase ordersFix currency rates on purchase orders to lock in exchange rates and ensure consistent financial tracking.
Edit currency rate and date for sales / purchase ordersEdit currency rates and dates on sales or purchase orders to ensure accurate financial records.
Adding team membersEffortlessly add team members to enhance collaboration and access, from full functionalities to shop floor operations
Removing team membersRemove team members to manage user access and maintain security.
Team member rolesUnderstand Katana's team member roles: Owners, Users, and Operators for clear team functions.
Subscribing to KatanaSubscribe to Katana to access powerful inventory and production management features.
Editing a subscriptionEdit your Katana subscription to upgrade, downgrade, or change billing information.
Location of invoicesLocate and manage your Katana invoice to keep track of billing history and financial records.
Managing past-due invoicesManage past due invoices to keep your account current and ensure uninterrupted access.
Canceling a subscriptionCancel your Katana subscription to stop future billing and deactivate your account services.
Subscription plansExplore Katana’s subscription plans to find the right fit for your production needs.
Changing the account ownerChange the account owner to transfer ownership and manage permissions effectively.
Attaching an add-on to your subscriptionAttach an add-on to your subscription to enhance functionality.
Add-on removalRemove add-ons from your Katana subscription to manage costs.
Understanding the core limits of Katana plansUnderstand the core limits of Katana plans to choose the best option for your business.
User permissions overviewLearn about the different types of permissions in Katana and how they affect users.
Manage users and permissionsManage user roles and permissions to ensure secure access control and effective team collaboration.
View sales prices permissionControl who can view sales prices in Katana.
View profit and margin permissionControl who can view profit and margin in Katana.
View cost and stock value permissionControl who can view cost and stock value in Katana, ensuring sensitive financial data is protected and accessible only to authorized users.
Access Insights screen permissionControl access to the Insights screen in Katana, ensuring only authorized users can view critical business analytics.
Delete permissionsControl permissions for deleting in Katana to ensure secure and accurate data management.
Access Buy screen permissionSet permissions to access the Buy screen in Katana.
Access Settings screen permissionControl who has access to the customizable product-wide options inside the Settings screen
Manage integrations permissionSet permissions to manage integrations, controlling who can configure and maintain third-party connections.
Manage API keys and webhooks permissionManage API keys and webhooks permissions to control access and ensure secure integration management.
Manage items permissionControl who can manage items by setting permissions, ensuring only authorized users can edit or delete items.
Manage BOMs/Operations permissionSet permissions to manage BOMs and operations, controlling who can create, edit, or delete these critical manufacturing components.