Set permissions for viewing profit and margin data to ensure that sensitive financial information is only accessible to authorized team members. By configuring these permissions, you can protect critical financial metrics and maintain data security.
The view profit and margin user permission provide visibility to profitability information for sales orders (SO) and products, including access to sales reports.
The permission is enabled for all Users with default access.
Permission can be enabled or disabled when a user is invited to Katana and changed at any time from the Team page. Read more about user permissions.
To enable view profit and margin user permission, first enable the view sales prices permission.
The view profit and margin permission gives visibility to:
Profit information on the Done SO table
Profit information on Sales orders export file
Profit, Margin, and Cost information on the Product table
Insight reports:
Sales insights
Product insights
Order insights
Customer insights
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