You can analyze costs for sales and manufacturing. Check your Cost of Goods Sold for a specific period or go into more detail with the manufacturing costs.

You can also use our integration with Easy Insight to access visual dashboards for COGS analysis and create your own reports.

Cost of Goods Sold

A Cost of Goods Sold (COGS) amount and a Picked Date are added to each Sales Order when the Delivery status of a Sales Order is changed to "Packed" or "Delivered".

Navigate to the Done tab in the "Sell" screen to access all delivered Sales Orders. Notice the Cost of Goods Sold column. It is the total cost for the products sold with the Sales Order. It is based on the Average Cost of related products at the time of marking the Sales Order Delivery status as "Delivered". Average Cost is the average manufacturing cost for the product "In Stock", which is based on the Product Recipe and Production Operations for the product.

You can filter on the Picked Date to see your COGS for a specific period. COGS figure for the last month is often required by accounting, for example.

Manufacturing costs in detail

Navigate to the Done tab in the "Schedule" in the "Make" screen. This is the list of all completed Manufacturing Orders. It displays the Product, Quantity, Materials cost, Subassemblies cost, and Production Operations cost for each Manufacturing Order.

The material and subassembly costs are based on the Average Cost of relevant ingredients (based on the Product Recipe) at the time of completing the Manufacturing Order. Average Cost is the average Purchase Price for a material "In Stock" (or the average manufacturing cost for a subassembly "In stock").

Note: Subassemblies Cost is displayed as a separate column to avoid double accounting for material costs. As subassemblies are produced separately from the finished product in Katana (i.e. you have separate Manufacturing Orders for finished products and subassemblies), then Manufacturing Orders for making the subassemblies are also listed in the Done section. If subassemblies cost was included in materials cost, then the total materials cost for a period could be overstated.

Notice that a Done Date is assigned to each Manufacturing Order when the Production status is changed to "Done". Filter on the Done Date column to see the costs for a certain period.

You can apply filters to any column to analyze the data. For example, filter by Product to see cost breakdowns by materials and operations for a specific product.

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