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)
Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: support@katanamrp.com