Launch offer — 25% off with code LAUNCH-25 See plans →
Microlesson · 5-min read

Meaning and Classification of Overheads (Factory & Admin)

# Overheads — Concept and Types

## What are Overheads?

All Indirect Material, Indirect Labour, and Indirect Expenses that cannot be directly linked or traced to a specific product are bundled together under one umbrella called Overheads.

They are 'overhead' in the sense that they hang over all products and must be allocated/apportioned rather than directly charged.

## Four Functional Categories

Overheads are further sub-categorised by function — i.e., where in the business they arise:

1. Factory Overhead (also called Production / Works Overhead)

2. Administration Overhead (Office Overhead)

3. Selling Overhead

4. Distribution Overhead

This lesson covers the first two; selling and distribution are taken up separately.

## (i) Factory Overheads

Definition — All indirect costs incurred in the factory (i.e., on the production floor or in support of production).

Examples:

  • Depreciation of machine
  • Depreciation on (factory) Building
  • Repairs of plant
  • Insurance of plant
  • Primary packaging (the packaging needed to make the product saleable, e.g., a toothpaste tube)
  • Godown expenses
  • Administration OH that is related to production (e.g., factory manager's salary)

Note — Primary packaging is part of factory overhead because the product isn't complete without it. Secondary packaging (for transport) goes to Distribution OH.

## (ii) Administration Overheads

Definition — All indirect costs incurred in the office — i.e., for general management of the business.

Examples:

  • Office Staff Salary
  • Director's Salary
  • Depreciation of office Building
  • Audit expenses
  • Repairs of office Building
  • Stationery
  • Rent of office Building (excluding finance lease — because finance lease is treated as a financing arrangement, with interest going to finance cost rather than admin OH)

## Why the 'Factory vs Office' Cut Matters

The split determines how cost flows through the cost sheet:

  • Factory OH is absorbed into product cost (becomes part of Works Cost / Cost of Production).
  • Admin OH is typically charged after Cost of Production (becomes part of Cost of Goods Sold or treated as period cost depending on the question's instruction).

Getting an item into the wrong bucket distorts both inventory valuation and the cost sheet structure.

Worked example

### Example 1

Classification drill — sort each item:

ItemBucket
Salary of factory supervisorFactory OH
Salary of company secretaryAdmin OH
Depreciation of stamping pressFactory OH
Depreciation of CFO's laptopAdmin OH
Insurance premium on plantFactory OH
Office stationeryAdmin OH
Primary packaging (bottle for shampoo)Factory OH
Statutory audit feeAdmin OH
Rent of head office (operating lease)Admin OH
Rent of head office under finance leaseNOT admin OH — treated as financing

⚠️ Common exam mistakes

  • Misclassifying primary packaging as selling/distribution OH — it belongs to factory OH because the product is incomplete without it.
  • Treating all building depreciation as a single line — factory building depreciation goes to factory OH, office building depreciation to admin OH.
  • Including finance lease rent in admin OH — these are financing costs (interest portion), not OH.
  • Putting 'Admin OH related to production' (e.g., factory manager's salary) into Admin OH. Functionally it's production support, so it belongs to Factory OH.
  • Forgetting that overheads are by definition INDIRECT — direct material, direct labour, direct expenses never enter the OH classification.
Reference:
Now that you've read this — what's next?
Move from understanding → mastery in 3 clicks. Each option below picks up from this lesson's topic.
Start 15-min diagnostic