Cost reports

Analyze costs for sales and manufacturing

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over a week ago

You can analyze costs for sales and manufacturing by checking your Cost of goods sold (COGS) for a specific period or go into more detail with manufacturing costs.

You can use Sales insights to analyze the COGS and Manufacturing insights to analyze the manufacturing costs.

Cost of goods sold in Katana

A COGS amount and a Picked date are added to each Sales order (SO) when the Delivery status of a SO is changed to Packed or Delivered.

Navigate to the Sell screen > Sales orders tab > Done table to access all delivered Sales orders. Notice the Cost of goods sold column. It is the total cost for the products sold with the SO. 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", 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 figures for the last month are often required by accounting.

Detailed manufacturing costs

Navigate to the Make screen > Schedule tab > Done table. This is the list of all completed Manufacturing orders (MO). It displays several columns such as Product, PlannedActual qty, Materials cost, Sub-assemblies cost, and Operations cost for each MO.

Material and subassembly costs are based on the Average cost of relevant ingredients (based on the Product recipe) at the time the MO completes. Average cost is the average Purchase price for a material In stock (or the average manufacturing cost for a subassembly In stock).

Note: Sub-assemblies 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 table. If sub-assemblies cost is included in materials cost, then the total materials cost for a period could be overstated.

Notice that a Done date is assigned to each MO when the Production status is changed to Done. Filter on the Done date column to see 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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