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View cost and stock value permission

Control who can view cost and stock value in Katana, ensuring sensitive financial data is protected and accessible only to authorized users.

Michael De Giovanni avatar
Written by Michael De Giovanni
Updated over a week ago

Control access to sensitive financial data in Katana by managing who can view product costs, stock values, and related information.


What this permission does

The View cost and stock value permission allows a user to see:

  • Product costs

  • Purchase prices and currencies

  • Operations costs

  • Stock value information

This ensures that only authorized team members can access financial details, maintaining confidentiality and security.


Default behavior

  • All Users with default access automatically have this permission.

  • Permissions are set when inviting a user but can be changed at any time from the Team page.

Learn more about user permissions


Where this permission applies

Products & Materials

  • Product list, cards, recipes, operations, export files, and import files

  • Materials list, cards, export files, and import files

Purchasing

  • Purchase orders (POs): lists, cards, export files, and print templates

  • Outsourced purchase orders (OPOs): lists, cards, export files, and print templates

  • Suppliers list

  • Bill column and Bill status button on PO and OPO cards (if synced to QuickBooks or Xero)

Manufacturing

  • Manufacturing orders (MOs): lists, cards, export files, and print templates

  • Operations cost info in Settings > Resources

  • Insights > Manufacturing reports

Inventory

  • Inventory lists and export files

  • Inventory intel and export files

  • Batches export files

  • Stock adjustments: lists, cards, export files, and print templates

  • Stock transfers: lists, cards, export files, and print templates

Insights dashboards

  • Sales insights

  • Manufacturing insights

  • Purchasing insights


Limitations when disabled

If a user does not have this permission, they cannot:

  • Change the Default supplier on a Product or Material card if the supplier uses a different currency

  • Change the Supplier on a Purchase Order or OPO if the supplier uses a different currency than the order

  • Email Purchase Orders or OPOs directly from Katana

  • Import files that include cost-related columns (e.g., Products, Materials, Batches, Operations, or Stock updates)


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