Settings
Learn about the Settings screen, Locations, multicurrency, and managing your team/subscription
By David and 4 others5 authors63 articles
- How to set the base currencySet the base currency to standardize financial transactions and reporting across your business operations.
- Creating account-wide item settingsYou can establish some default settings for all new items that are created.
- Document numbering: account-wide number systemSet or reset the numbering system used by Katana for documents.
- Managing measurement units / unit of measures (UoM)Manage your unit of measures to ensure consistent inventory tracking and accurate product data across your operations.
- Units of Measure supported by KatanaExplore the units of measure supported by Katana to ensure accurate inventory tracking and consistency in production management.
- Managing tax ratesManage tax rates in Katana to ensure accurate tax calculations and compliance across different transactions.
- How to clear all data from your accountClear all data from your Katana account to reset your system and start fresh with new inventory and operational settings.
- How to edit your user accountFrom your user profile, you can edit your name or close your account
- How to close your account (user or company)If you need to close your account or the entire company account, find out how to here.
- Inventory preferences for order completion: negative stock and traceabilityChoose whether Katana notifies you or blocks you when completing a sales or manufacturing order that would cause negative stock or missing traceability data.
Custom fields
Personalize Katana through custom fields
- Custom fields overviewGet a quick understanding of how custom fields work in Katana.
- Creating and managing custom fieldsLearn how create and manage the custom fields you create.
- Custom fields collections: for itemsEnhance item data with custom fields to add detailed information for sales and production.
- Multi-currency overviewKatana's multi-currency feature enables transactions in various currencies, facilitating global trade and accurate financial reporting.
- How currency rates are generatedKatana's currency rates are sourced from Open Exchange Rates to ensure up-to-date and accurate financial data.
- Setting a 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 a 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.
- 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. Includes information on importing bin transfers as well.
- How to edit storage binsEdit storage bins to maintain accurate inventory locations and ensure organized warehouse management.
- How to perform a bin transferMove inventory between bins and see how much of each SKU is in each bin.
- Understanding inventory tracking on binsFurther specific your level of traceability by tracking on storage bins.
- Bin movement automationChoose which bins Katana will automatically take stock from.
- How to delete storage binsDelete storage bins removes unused inventory locations, keeping your warehouse layout organized and up-to-date.
- How to add team members to KatanaEffortlessly add team members to enhance collaboration and access, from full functionalities to shop floor operations
- How to remove team members from KatanaRemove 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.
- Where to find past invoices?Locate 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 subscriptionIf you no longer wish to use Katana, you can cancel your subscription.
- Subscription plansExplore Katana’s subscription plans to find the right fit for your production needs.
- Free planTest out Katana without worrying about cost, by signing up to a free plan
- How to change 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.
- User permissions overviewLearn about the different types of permissions in Katana and how they affect users.
- Location access permissionManage user access to multiple locations in Katana, ensuring data security and proper workflow.
- 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.
- Manage stock permissionGive access to stock changes to only the people who need it.
- 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.
- Manage Settings 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 users and permissionsManage user roles and permissions to ensure secure access control and effective team collaboration.
- MCP Access permissionControl who can access the Katana MCP
- Access to AI interfaceGain AI assistance directly from inside Katana, allowing to avoid external navigation.