COGS History
Every recorded cost of goods (COGS) entry of a product: from which invoice, on what date, how many units at what purchase price, and what COGS resulted. The trail for answering "why did this product's COGS change".
Questions Answered
- When and from which invoice did product X's COGS last change?
- What COGS was used by a sale on a given date?
- What purchase price is behind the COGS of a serial number?
Filters
| Filter | What it does |
|---|---|
| Transaction Date | A range (between), up to (<=), since (>=), or one date (=). Empty means the whole history. |
| Product Code | One product only - handy for tracing the history of a single item. |
| Serial Number | Exact (=) or partial (like), for serialized products. |
| Invoice | The document that created the COGS entry (purchase invoice, goods receipt, production, adjustment) - exact or partial. |
| Created By, Edited By | The user who created or last changed the source document. |
How to Read the Result
One row per COGS entry, in date order. The footer totals the rows and the Quantity.
| Column | Meaning |
|---|---|
| Invoice, Date | The stock-in document and date that produced this COGS entry. |
| Product Code, Product Name, Serial Number, Expiration Date | The product (and batch, if serialized) recorded. |
| Quantity | Units received in that entry, in the base unit. |
| Purchase Price | Acquisition price per unit before it is turned into COGS (net of discount, tax included in price, and purchasing expenses). |
| Cost of Goods Sold | COGS per unit after this entry. Sales after this date use this figure until the next entry in the same division. |
This report has no division filter: in a multi-division company the entries of all divisions appear mixed - use the Invoice column to tell them apart.
Why Figures Can Differ
- COGS is recorded when stock comes in (purchase, goods receipt, finished production, adjustment, transfer in). Sales do not create rows here.
- Profit/Loss and sales reports use the latest COGS up to the sale date in that division - a purchase entered with a back-dated date changes the COGS of earlier sales.
- Purchase Price and COGS can differ because the COGS formula (average or otherwise) follows company settings; Purchase Price is only the acquisition price of that row.
- Rows with Quantity 0 or COGS 0 usually come from adjustments or rewards; check the source document through the Invoice column.
Purchase Price Permission
Columns derived from COGS or purchase prices - COGS, inventory value, purchase prices and totals, and profit - appear only for roles that have the Show Purchase Price History permission in User Roles. For other roles those columns are absent from the screen, prints, and exports, and the server does not send the figures at all - they are not merely hidden by the layout.
- A missing column does not mean the data is empty. If the user should see it, turn the permission on for their role and ask them to log in again so the report layout follows.
- Custom-built reports are not protected automatically; a copy made with Duplicate in Report Designer keeps the settings of the original.
Menu Location
- Products & Inventory / Inventory Reports / COGS History
/report/cogshistories