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Text Content

Go to Katana
English;
English
Go to Katana
English;
English

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Settings

Manage your subscription

Subscription plans
Subscription plans

There are four subscription plans available: Essential, Advanced, Professional,
and Enterprise

Written by Dayvid Lorbiecke
Updated over a week ago

There are four subscription plans available: Essential, Advanced, Professional,
and Enterprise. See more details here: https://katanamrp.com/pricing/).



All plans are available for monthly and annual billing cycles. For the annual
plan, you will pay for a non-refundable 1-year period upfront.



By default, the Essentials package is activated on your trial account.



Check your current subscription details in Katana by clicking on the account
name in the top corner and selecting Subscription.




UPGRADING TO ADVANCED PLAN

An Advanced plan can be activated by enabling an Advanced feature on the account
(e.g. enable batch number tracking for an item or add an Operator to the Shop
Floor App). Choose between a monthly and annual subscription.



You can also upgrade to the Advanced plan from the Subscription page in Katana.



When you upgrade to Advanced, you will receive a 14-day free trial for the
Advanced plan to explore the additional features.




UPGRADING TO PROFESSIONAL PLAN

A Professional plan can be activated by enabling a Professional feature on the
account (e.g. enable custom user permissions for Users) or from the Subscription
page. You can choose between either a monthly or annual subscription.



When you upgrade to the Professional plan, you will receive a 14-day free trial
of the Professional plan to explore the additional features.



The professional plan provides early access to new features and priority support
from a dedicated Customer Success Manager.




DOWNGRADING FROM ADVANCED TO ESSENTIALS

A downgrading option from the Advanced to the Essential plan is available on the
Subscription page.



Be aware that by downgrading, you will lose all your batch tracking information;
access to the Shop Floor App and all customized print templates will be removed
when downgrading.



If you have more than three Locations in Katana, you need to remove additional
Locations before downgrading (max 3 Locations allowed on the Essential plan).



If you have orders in multiple currencies, you need to convert all open Sales
and Purchase orders and supplier currencies in foreign currencies back to the
base currency. (Use the Export option in Sales and Purchase views to export all
orders and see which have foreign currencies in use. All your done orders in
foreign currencies will stay as-is in Katana)



Downgrading isn't possible if you haven't entered billing details to Katana, as
the trial period will automatically end after the downgrade, and you will be
charged for the downgraded package. Read more about subscribing to Katana.




DOWNGRADING FROM PROFESSIONAL TO ADVANCED

Downgrading from the Professional to the Advanced plan is possible from the
Subscription page.



Be aware that by downgrading, you will lose access to custom user permissions
and default access will be applied to all Users using Katana. Read more about
user permissions.



Note: It's not possible to downgrade from the Professional plan directly to
Essential.

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