Use Cost Reports in Katana to analyze manufacturing costs, track expenses, and optimize production efficiency. Reports cover both:
Cost of Goods Sold (COGS) → linked to sales orders.
Includes Cost of Services Sold (COSS)
Detailed manufacturing costs → linked to completed manufacturing orders.
These insights help you understand expenses, identify cost-saving opportunities, and keep production efficient.
Where to analyze costs
Sales Insights → analyze COGS (sales-related costs).
Manufacturing Insights → analyze manufacturing costs in detail.
Note: Manufacturing Insights require the Advanced Manufacturing add-on (available on Standard plans or higher).
Cost of Goods Sold (COGS) in Katana
Each sales order (SO) has a COGS value once its Delivery status is changed to Packed or Delivered.
Where to find it:
Go to Sell screen > Sales orders tab > Done table.
Look for the COGS/COSS column.
How it’s calculated:
COGS = Average cost of related products at the time of deliveryBased on product recipe and production operations.
Average cost = weighted average manufacturing cost of items in stock.
Filtering:
Use the Picked date column to view COGS for a specific time period (e.g., monthly reports for accounting).
Detailed manufacturing costs
For a breakdown of costs by manufacturing order (MO):
Go to Make screen > Schedule tab > Done table.
Review the cost columns for each completed MO:
Materials cost
Sub-assemblies cost (tracked separately to avoid double-counting)
Operations cost
How costs are calculated:
Materials & subassemblies → based on the average cost of ingredients when the MO is completed.
Subassemblies → listed separately, since they are produced with their own MOs.
This prevents overstating material costs when analyzing total periods.
Filtering options:
Done date → see costs for a specific time period.
Product → view cost breakdowns by product (materials vs operations).
Key takeaways
Use Sales Insights for COGS analysis and Manufacturing Insights for detailed production cost tracking.
Costs are always based on average cost at the time of completion.
Subassembly costs are separated to keep reporting accurate.
Use filters (date, product, etc.) to drill down into specific cost breakdowns.
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