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

Written by Dayvid Lorbiecke
Updated over a week ago

Managing Unit of Measures

Written by Dayvid Lorbiecke
Updated over a week ago

Managing Tax rates

Written by Dayvid Lorbiecke
Updated over a week ago

Clearing all data from your account

Written by Dayvid Lorbiecke
Updated over a week ago

Locations

Video: Multiple Sales Inventory Locations

Written by Dayvid Lorbiecke
Updated over a week ago

Basics of Locations

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

Written by Dayvid Lorbiecke
Updated over a week ago

What is a Stock Transfer?

Written by Dayvid Lorbiecke
Updated over a week ago

Creating a Stock Transfer

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

Written by Dayvid Lorbiecke
Updated over a week ago

Setting customer default currency

Written by Dayvid Lorbiecke
Updated over a week ago

Setting supplier default currency

Written by Dayvid Lorbiecke
Updated over a week ago

Setting default purchase price in foreign supplier currencies

Written by Dayvid Lorbiecke
Updated over a week ago

Selling in multiple currencies

Written by Dayvid Lorbiecke
Updated over a week ago

Buying in multiple currencies

Written by Dayvid Lorbiecke
Updated over a week ago

Fixing the currency rate on Sales Order

Written by Dayvid Lorbiecke
Updated over a week ago

Fixing the currency rate on a Purchase Order

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

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

Written by Dayvid Lorbiecke
Updated over a week ago

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 over a week ago

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?

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

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

Written by Dayvid Lorbiecke
Updated over a week ago

Terms

Average Cost

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