Pick a plan that fits,
change it as you grow

If you are on a monthly billing plan, you can upgrade, downgrade, or change the number of users and operators at any time. Once you do, your billing details are recalculated automatically. If you are downgrading, you will be partially credited for your subscription fee and unused Advanced or Professional plan add-ons. Monthly subscriptions can be canceled anytime under the Subscription section in your Katana account settings.

If you are on an annual billing plan, you can add users and operators anytime and be billed on a prorated basis. Removing users from annual billing plans will add credit to your Katana account for your next billing period. If you want to downgrade to a lower plan, you can use your paid annual fee as a prepayment for your next billing period. If you cancel your annual plan subscription, there is no refund. However, your account will remain active until your subscription expires.

If you connected to Katana from the Shopify App Store, your billing is handled by Shopify. To cancel, simply uninstall the Katana app from your Shopify account.

No, we do not require your credit card details when you sign up. Once your free trial ends and you decide to continue using Katana, you will be asked to select a paid plan and enter your billing information.

Full-access user accounts are for production managers, accountants, and other employees who need unrestricted access to all manufacturing data and features. These users sign in to Katana through our main web app.

Shop floor operator accounts have limited access to the same platform and only use Katana to view and complete assigned tasks associated with manufacturing orders. These users log in via Katana’s Shop Floor App using a 6-digit code.

You can define operators in Katana as:

• Individual production employees: each employee has a dedicated account and tasks list
• Workstations: a dedicated account and task list per workstation

A sales order in Katana is an order placed by your customer including all items in that order.

Each individual row listed in a sales order is counted as a sales order line. For example, in the image below, you’ll see a delivered sales order with a total of seven items. However, only the three sales order lines will count towards the shipped sales order limit.

If you already use Katana, you can determine your sales order line volume in a few steps. First, export completed sales orders for your last calendar month in .xlsx format. Next, open the document and check the number of rows in the #SO column.

If you are not using Katana yet, you can estimate your shipped sales order lines count in your current system by summing up all sales item lines in your sales orders.

• If you are on a monthly plan, you will be billed accordingly in your next billing cycle.
• If you are on an annual plan, a Katana representative will guide you through the plan switching process. You also have the option to switch to monthly billing, and the remainder of your paid annual fee will be used as credit to cover higher monthly charges. The other option is to pay a prorated amount to cover the period until the next annual charge.

If you exceed the limit of shipped sales order lines included in your plan, our representative will reach out to guide you through the plan switching process. You also have the option to switch to monthly billing, and the remainder of your paid annual fee will be used as credit to cover higher monthly charges. The other option is to pay a prorated amount to cover the period until the next annual charge.

Yes, if your shipped sales order lines go below the plan limit, you can manually downgrade your plan once the high-volume sales period is over.

Note that when downgrading from Advanced to Essential, you will also lose access to all features in Advanced plan.

If you’re on a monthly subscription, you’ll be billed every month on the date you started your subscription.

The shipped sales order line count will be calculated based on the previous calendar month. If you exceed the limit on your plan, billing for the following month will reflect pricing in an upgraded plan, and you will receive a prorata invoice.

If you are on an annual billing subscription, you’ll be billed annually on the subscription start date.

Katana offers different levels of customer support depending on your plan:

• Live chat and email support (available in all plans)
  You can contact our support team via the chat bubble on the bottom right side of the screen or email us at . Our support teams are located in the US, Canada, Europe, and New Zealand to cover all time zones and respond as quickly as possible.
• Free onboarding support package (available on Advanced, Professional, and Enterprise plans)
  An onboarding manager will walk you through our onboarding program to set your Katana account up for success. You will receive guidance on best practices to get your data into Katana, workflow management, and advanced features. Our onboarding team can also facilitate an introduction to partners in our extended network for customers who need outside help with integrations or hands-on consultations.
• Dedicated Customer Success Manager (available on Professional and Enterprise plans)
  A dedicated point of contact will provide ongoing support to ensure that you meet your business goals with Katana. Our Customer Success Team can facilitate any expedited matters concerning support while providing continuous feedback to our product development team based on your input. Ideal for larger companies in need of extra support in solving unique business problems with Katana.

If you’d like to get the support benefits on Katana’s Professional plan but your order lines do not exceed the 5,000 limit, please let us know via chat or email us at .

If you exceed the sales order limit of 5,000 per month, you will be contacted by our team member about changes in your plan.

If you want to upgrade to receive additional support, please let us know via chat or email us at .

If you are on Katana’s Essential plan, you can get a free Advanced plan trial for 14 days. During this period, you will continue paying Essential plan rates. When adding users during your trial, you’ will be charged according to Essential plan rates.

Advanced plan features and operators are free to use during the trial. Once the 14-day trial period is over, you can either downgrade back to Essential or continue on a paid Advanced plan.