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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.

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.