{"id":19747,"date":"2023-05-29T17:35:31","date_gmt":"2023-05-29T17:35:31","guid":{"rendered":"https:\/\/synder.com\/help\/?p=19747"},"modified":"2026-03-30T15:44:47","modified_gmt":"2026-03-30T15:44:47","slug":"synder-summaries-and-cogs-tracking","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/synder-summaries-and-cogs-tracking\/","title":{"rendered":"COGS Tracking with Synder Summary Sync"},"content":{"rendered":"\n<li class=\"toc-level-2\"><a href=\"#1-enable-cogs-tracking-60d83324-ff4a-46f5-a829-5188547d0b37\">1. Enable COGS tracking<\/a><\/li>\n<li class=\"toc-level-2\"><a href=\"#2-review-detected-products-dde0249f-bdca-453f-8b8c-52b72de9eedc\">2. Review detected products<\/a><\/li>\n<li class=\"toc-level-2\"><a href=\"#3-add-or-update-product-costs-563a0bab-2851-463a-99d1-32efdc0a34f9\">3. Add or update product costs<\/a><\/li>\n<li class=\"toc-level-2\"><a href=\"#4-map-cogs-related-accounts-252720fe-191f-4bca-b2d7-375086d6ef8f\">4. Map COGS related accounts<\/a><\/li>\n<li class=\"toc-level-2\"><a href=\"#5-sync-summaries-fba8e61d-17e8-4bdf-8583-c2ff4bb6e5e9\">5. Sync summaries<\/a><\/li>\n<li class=\"toc-level-2\"><a href=\"#if-you-update-costs-for-past-dates-175f8cb9-5633-4fe2-b081-529cc561e966\">If you update costs for past dates<\/a><\/li>\n<li class=\"toc-level-2\"><a href=\"#unverified-products-and-attention-required-summaries-e90fdebd-f941-40ac-8d88-fc193a706eeb\">Unverified products and \u201cAttention required\u201d summaries<\/a><\/li>\n<li class=\"toc-level-2\"><a href=\"#updating-costs-in-your-sales-platform-d4911276-a87c-4528-a034-1eb403c24042\">Updating costs in your sales platform<\/a><\/li>\n<li class=\"toc-level-2\"><a href=\"#summaries-show-attention-required-due-to-unverified-products-65103c43-8bee-4db6-8e48-23748297e7a5\">Summaries show \u201cAttention required\u201d due to unverified products<\/a><\/li>\n<li class=\"toc-level-2\"><a href=\"#i-updated-costs-and-historical-data-changed-53b156a3-f723-4c58-9ebb-6bde1043f1d8\">I updated costs and historical data changed<\/a><\/li>\n<li class=\"toc-level-2\"><a href=\"#cogs-is-zero-a69809dc-fd7a-49ea-993a-feadddc11772\">COGS is zero<\/a><\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<p>This guide shows how to <strong>set up and manage Cost of Goods Sold (COGS) tracking when using Summary Sync in Synder<\/strong>. It explains where to enable COGS, how to add or update product costs, how COGS appears in mapping, and what happens when costs change.<\/p>\n\n\n\n<p><strong>Use this guide if:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You use <strong>Summary Sync<\/strong> in Synder<\/li>\n\n\n\n<li>You want COGS included in synced summaries<\/li>\n\n\n\n<li>You manage or review product costs for accounting purposes<\/li>\n<\/ul>\n\n\n\n<p><strong>Don\u2019t use this guide if:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You use <strong>Per Transaction Sync<\/strong><\/li>\n\n\n\n<li>You don\u2019t track COGS or inventory costs<\/li>\n<\/ul>\n\n\n\n<p>After completing this setup, you will be able to track your cost of goods sold with the new lines on your Mapping page, and synced summaries will start including COGS amounts.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"set-up-cogs-tracking-09a07b51-1ff1-4ed5-8065-370e1348933f\"><strong>Set Up COGS Tracking<\/strong><\/h2>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"1-enable-cogs-tracking-60d83324-ff4a-46f5-a829-5188547d0b37\"><strong>1. Enable COGS tracking<\/strong><\/h3>\n\n\n\n<p>COGS tracking is enabled <strong>per integration<\/strong>.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Open <strong>Settings<\/strong><\/li>\n\n\n\n<li>Go to <strong>Products and services<\/strong><\/li>\n\n\n\n<li>In the <strong>COGS<\/strong> section, enable COGS tracking for each integration where you want costs included<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"641\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-5-1024x641.png\" alt=\"\" class=\"wp-image-25596\" style=\"width:759px;height:auto\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-5-1024x641.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-5-300x188.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-5-768x481.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-5-1536x962.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-5-400x250.png 400w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-5-1080x676.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-5-60x38.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-5-150x94.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-5.png 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"2-review-detected-products-dde0249f-bdca-453f-8b8c-52b72de9eedc\"><strong>2. Review detected products<\/strong><\/h3>\n\n\n\n<p>Synder automatically detects products from previous syncs.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Open the <strong>Products and Services<\/strong> tab<\/li>\n\n\n\n<li>Review the list of detected products<\/li>\n\n\n\n<li>Check which products already have costs and which don\u2019t<\/li>\n\n\n\n<li>Identify products that need cost updates or confirmation<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"362\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-2-1024x362.png\" alt=\"\" class=\"wp-image-25593\" style=\"width:707px;height:auto\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-2-1024x362.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-2-300x106.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-2-768x272.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-2-1536x543.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-2-1080x382.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-2-60x21.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-2-150x53.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-2.png 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"3-add-or-update-product-costs-563a0bab-2851-463a-99d1-32efdc0a34f9\"><strong>3. Add or update product costs<\/strong><\/h3>\n\n\n\n<p>You can update costs individually or in bulk.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"option-a-update-costs-in-the-interface-individually-5ee443ae-9cf1-46a3-a84f-951b94f7bcc4\"><strong>Option A \u2014 Update costs in the interface (Individually)<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Open a product from <strong>Products and services<\/strong><\/li>\n\n\n\n<li>Review the current cost<\/li>\n\n\n\n<li>Update the cost if needed and save<\/li>\n\n\n\n<li>Mark the product as <strong>Verified<\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"481\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-1-1024x481.png\" alt=\"\" class=\"wp-image-25592\" style=\"width:696px;height:auto\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-1-1024x481.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-1-300x141.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-1-768x360.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-1-1536x721.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-1-1080x507.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-1-60x28.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-1-150x70.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-1.png 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"option-b-update-costs-via-csv-bulk-02ddeb54-33c7-4131-8bb9-ab214b15ff21\"><strong>Option B \u2014 Update costs via CSV (Bulk)<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click <strong>Export CSV<\/strong> to download all products with current costs<\/li>\n\n\n\n<li>Update cost values in the file<\/li>\n\n\n\n<li>Click <strong>Import \u2192 Import CSV<\/strong> and upload the file<\/li>\n\n\n\n<li>You also have the option to download a clean template for your upload<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"447\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-4-1024x447.png\" alt=\"\" class=\"wp-image-25594\" style=\"width:703px;height:auto\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-4-1024x447.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-4-300x131.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-4-768x335.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-4-1536x670.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-4-1080x471.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-4-60x26.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-4-150x65.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-4.png 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>When importing via CSV, you can specify the <strong>date from which the cost applies<\/strong>. The updated cost will be used for COGS calculations going forward.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"4-map-cogs-related-accounts-252720fe-191f-4bca-b2d7-375086d6ef8f\"><strong>4. Map COGS related accounts<\/strong><\/h3>\n\n\n\n<p>Once product costs exist, Synder adds COGS-related lines to Mapping.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open <strong>Mapping<\/strong><\/li>\n\n\n\n<li>Locate the new lines:\n<ul class=\"wp-block-list\">\n<li><strong>Cost of Goods Sold<\/strong><\/li>\n\n\n\n<li><strong>Inventory Assets<\/strong><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Map each line to the correct account in your accounting platform<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"490\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-3-1024x490.png\" alt=\"\" class=\"wp-image-25595\" style=\"width:652px;height:auto\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-3-1024x490.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-3-300x143.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-3-768x367.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-3-1536x734.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-3-1080x516.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-3-60x29.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-3-150x72.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-3.png 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>Important:<\/strong> Summaries that include costs will not sync until these lines are mapped.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"5-sync-summaries-fba8e61d-17e8-4bdf-8583-c2ff4bb6e5e9\"><strong>5. Sync summaries<\/strong><\/h3>\n\n\n\n<p>After costs are verified and mapping is complete, sync your summaries as usual.&nbsp;<\/p>\n\n\n\n<p>After syncing a summary, open it in your accounting platform and confirm that a COGS line is present and the mapped COGS account contains amounts.&nbsp;<\/p>\n\n\n\n<p><strong>Congratulations! COGS tracking is set up correctly.<\/strong><\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"important-behavior-9f514a73-4386-4969-865e-c4cd3be4ed1d\"><strong>Important Behavior<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"if-you-update-costs-for-past-dates-175f8cb9-5633-4fe2-b081-529cc561e966\"><strong>If you update costs for past dates<\/strong><\/h3>\n\n\n\n<p>If you apply a cost with an effective date that affects <strong>past transactions<\/strong>, Synder will rebuild non-synced summaries, and synced summaries will stay with past data<\/p>\n\n\n\n<p>To make changes to the summaries that are already in your books, make sure to roll back and rebuild them<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"unverified-products-and-attention-required-summaries-e90fdebd-f941-40ac-8d88-fc193a706eeb\"><strong>Unverified products and \u201cAttention required\u201d summaries<\/strong><\/h3>\n\n\n\n<p>You can control whether summaries are allowed to sync when product costs are not confirmed.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>If <strong>Unverified products<\/strong> are enabled:\n<ul class=\"wp-block-list\">\n<li>Summaries containing unverified products are flagged as <strong>Attention required<\/strong><\/li>\n\n\n\n<li>These summaries won\u2019t sync until the products are verified<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p>Optional automation:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Enable <strong>Auto-verify products with positive cost<\/strong> to automatically verify products with a cost above 0<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"753\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-6-1024x753.png\" alt=\"\" class=\"wp-image-25597\" style=\"width:673px;height:auto\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-6-1024x753.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-6-300x221.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-6-768x564.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-6-1536x1129.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-6-1080x794.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-6-60x44.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-6-150x110.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-6.png 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"updating-costs-in-your-sales-platform-d4911276-a87c-4528-a034-1eb403c24042\"><strong>Updating costs in your sales platform<\/strong><\/h3>\n\n\n\n<p>If you update product costs directly in your sales platform (for example, Shopify), you must also update them in <strong>Synder<\/strong>. Otherwise, COGS in summaries will not match up with your integrated platform.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"troubleshooting-82657cf3-bcb2-4db5-aa02-2d08c2170369\"><strong>Troubleshooting<\/strong><\/h2>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"summaries-show-attention-required-due-to-unverified-products-65103c43-8bee-4db6-8e48-23748297e7a5\"><strong>Summaries show \u201cAttention required\u201d due to unverified products<\/strong><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open <strong>Products and services<\/strong><\/li>\n\n\n\n<li>Find products marked as unverified<\/li>\n\n\n\n<li>Add or confirm costs<\/li>\n\n\n\n<li>Verify the products (individually or in bulk)<\/li>\n\n\n\n<li>Return to <strong>Summaries<\/strong> and sync again<\/li>\n<\/ol>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"i-updated-costs-and-historical-data-changed-53b156a3-f723-4c58-9ebb-6bde1043f1d8\"><strong>I updated costs and historical data changed<\/strong><\/h3>\n\n\n\n<p>If you updated costs with a past effective date, Synder may rebuild affected transactions.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Review the affected accounting period<\/li>\n\n\n\n<li>Reconcile again after the updated data is posted<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"cogs-is-zero-a69809dc-fd7a-49ea-993a-feadddc11772\"><strong>COGS is zero<\/strong><\/h3>\n\n\n\n<p>COGS is calculated only when product costs exist.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Check that product costs are added<\/li>\n\n\n\n<li>Confirm costs are greater than 0<\/li>\n\n\n\n<li>Verify products before syncing summaries<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<p><a href=\"https:\/\/synder.com\/contact\/\"><em>Reach out to Synder Team<\/em><\/a><strong> <\/strong>via online support chat or email with any questions you have \u2013 we are always happy to help you!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>1. Enable COGS tracking 2. Review detected products 3. Add or update product costs 4. Map COGS related accounts 5. Sync summaries If you update costs for past dates Unverified products and \u201cAttention required\u201d summaries Updating costs in your sales platform Summaries show \u201cAttention required\u201d due to unverified products I updated costs and historical data [&hellip;]<\/p>\n","protected":false},"author":2233,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","advgb_blocks_editor_width":"","advgb_blocks_columns_visual_guide":"","footnotes":""},"categories":[2,392,376,378,360,361],"tags":[],"ppma_author":[338],"class_list":["post-19747","post","type-post","status-publish","format-standard","hentry","category-get-started","category-products-inventory-cogs-summary","category-transaction-recording-summary","category-sales","category-configure-core-settings","category-products-inventory-cogs"],"yoast_head":"<!-- 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