Set permissions for viewing cost and stock value to protect sensitive financial information. By configuring these permissions, you can ensure that only authorized team members have access to critical financial data, maintaining security and confidentiality.
The View cost and stock value permission gives users visibility of product costs, purchasing prices, currencies, operations costs, and stock value information within Katana.
Any User with default access has this permission enabled.
Permissions are chosen initially when a user is invited to Katana, but can be changed anytime from the Team page. Read more about user permissions.
The view cost and stock value permission controls the visibility of product costs, purchasing price, and currency information in the following areas:
Products list, cards, recipes, operations, export files, and import files
Materials list, cards, export files, and import files
Purchase orders lists, cards, export files, and print templates
Outsourced Purchase orders lists, cards, export files, and print templates
Suppliers list
Insights reports > Sales, Manufacturing and Purchasing reports
Operations cost information in:
Manufacturing orders lists, cards, export files, and print templates
Settings > Resources list
Insights reports > Manufacturing reports
Stock value information in:
Inventory lists and export files
Inventory intel and export files
Batches export files
Stock adjustments list, cards, export files, and print templates
Stock transfers list, cards, export files, and print templates
This permission also gives access to the Bill column on the Purchase and Outsourced purchase orders tabs and the Bill status button on the Purchase and Outsourced purchase order card (if your account syncs Sales orders to QuickBooks or Xero.
A user with this permission disabled is unable to:
Change the Default supplier on Product or Material cards if the supplier uses a different currency than is currently selected
Change the Supplier on Purchase order and Outsourced purchase order cards if the supplier uses a different currency than the order uses
Email Purchase order and Outsourced purchase order documents directly from Katana
Import files to add new Products, Materials, Batches, or Operations if the template file includes cost related column that's visibility is restricted to the user
Import files to update existing Products, Materials, or Stock levels if the template file includes cost related column that's visibility is restricted to the user
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