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View cost and stock value permission
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

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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