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

You don’t need to cancel your trial, and we do not ask you for any credit card details until you sign up for a paid plan.

After 14 days, you will be asked to select a plan and enter your billing details. Even if you subscribe during your trial, you will only be billed once your trial ends.

Yes, you can upgrade, downgrade, or change the number of admin users and operators at any time. Once you do, your billing details are recalculated automatically. If you are downgrading, you will get credit for the part of the subscription fee and unused add-ons from your Pro plan.

If you choose to be billed monthly, you can cancel any time under the Subscription section in your Katana account settings. 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.

If you are already on an Essential plan, you can get a free Pro trial for 14 days. During this period, you will still be billed for your Essential plan. When adding users, charges will be based on Essential plan rates.

When the 2-week Pro trial period ends, you can either downgrade back to Essential or start paying for a Pro plan.

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.

Katana supports various e-commerce, accounting, CRM, and reporting integrations. You can find all available integrations under your account Settings or on our Integrations page.

If you can’t find the integration you need, you can use our open API to set it up via supported third- party automation tools like Zapier.

Yes, you can choose to pay annually with a Katana Pro plan.

Annual billing is currently unavailable for Essential plan subscriptions.

If you are running a Shopify or WooCommerce webshop, you can integrate your store with Katana to import your products and stock levels in minutes.

You can also use our spreadsheet templates to list all your products, materials, bills of materials or product recipes, and batch numbers and upload them to Katana.