# Data Overview

Cin7 exposes a wide range of operational and financial data through Coupler.io. You can pull everything from live stock levels and product catalogs to sales transactions, purchase history, supplier details, and your chart of accounts.

## Available entities

| Entity                 | What it contains                                                       |
| ---------------------- | ---------------------------------------------------------------------- |
| Accounts               | Chart of accounts, account types, and financial codes                  |
| Bank accounts          | Bank account names, numbers, and currency details                      |
| Attribute sets         | Product attribute group names and configurations                       |
| Brands                 | Brand names, codes, and identifiers                                    |
| Carriers               | Carrier names, tracking methods, and service types                     |
| Customers              | Names, contact details, billing/shipping addresses, and account status |
| Deals                  | Deal names, values, associated contacts, and stage                     |
| Leads                  | Lead source, contact info, status, and assigned owner                  |
| Locations              | Warehouse names, addresses, and location codes                         |
| Opportunities          | Pipeline stage, estimated value, close date, and linked account        |
| Product availabilities | Stock on hand, available quantity, and location breakdown              |
| Product categories     | Category names, parent categories, and hierarchy                       |
| Product families       | Family names and linked product groupings                              |
| Products               | SKUs, barcodes, descriptions, pricing, cost, and inventory levels      |
| Purchase lists         | PO numbers, supplier, line items, quantities, and status               |
| Purchases              | Purchase dates, supplier, amounts paid, and payment status             |
| Sale lists             | Order numbers, customer, line items, quantities, and order status      |
| Sales                  | Sale dates, customer, revenue, cost, and margin data                   |
| Suppliers              | Supplier names, contact details, payment terms, and lead times         |
| Taxes                  | Tax code names, rates, and applicability                               |

## Metrics and dimensions

#### Sales and revenue

| Field          | Description                                     |
| -------------- | ----------------------------------------------- |
| Sale date      | Date the transaction was recorded               |
| Total amount   | Total sale value including tax                  |
| Sub-total      | Revenue before tax                              |
| Tax amount     | Tax charged on the sale                         |
| Cost of goods  | Total COGS for the sale                         |
| Margin         | Gross profit on the transaction                 |
| Payment status | Whether the invoice is paid, unpaid, or partial |
| Order status   | Current status of the sale order                |
| Customer       | Customer linked to the transaction              |
| Channel        | Sales channel (e.g., B2B, POS, e-commerce)      |

#### Inventory and products

| Field              | Description                                  |
| ------------------ | -------------------------------------------- |
| SKU                | Stock keeping unit identifier                |
| Barcode            | Product barcode                              |
| Product name       | Full product description                     |
| Buy price          | Cost price of the product                    |
| Retail price       | Listed retail price                          |
| Quantity on hand   | Current stock level                          |
| Available quantity | Stock available to sell (excluding reserved) |
| Location           | Warehouse or bin location                    |
| Category           | Product category classification              |
| Brand              | Brand associated with the product            |

#### Purchases and suppliers

| Field         | Description                        |
| ------------- | ---------------------------------- |
| PO number     | Purchase order identifier          |
| Supplier      | Vendor name                        |
| Order date    | Date the PO was raised             |
| Expected date | Expected delivery date             |
| Total cost    | Total purchase value               |
| Payment terms | Agreed payment terms with supplier |
| PO status     | Draft, approved, received, etc.    |

#### CRM (Leads, Deals, Opportunities)

| Field           | Description                         |
| --------------- | ----------------------------------- |
| Lead source     | How the lead was acquired           |
| Status          | Current lead or deal status         |
| Estimated value | Projected deal or opportunity value |
| Close date      | Expected or actual close date       |
| Assigned to     | Sales rep or owner                  |
| Contact details | Email, phone, and company           |

## Common metric combinations

* **Sales + Products** (joined on SKU) — analyze revenue, margin, and COGS by product
* **Product availabilities + Locations** (joined on location ID) — see stock levels per warehouse
* **Purchases + Suppliers** (joined on supplier ID) — track spend and lead times by vendor
* **Sale lists + Customers** (joined on customer ID) — build a customer order history report
* **Leads + Opportunities** (appended or joined) — create a full CRM pipeline view

## Use cases by role

{% tabs %}
{% tab title="Finance teams" %}

* Export **Sales** and **Accounts** into BigQuery or Google Sheets to reconcile revenue against your chart of accounts
* Pull **Purchases** and **Suppliers** to track outstanding payables and supplier spend trends
* Use **Taxes** data to verify tax codes applied across transactions
* Send financial summaries to ChatGPT or Claude for automated commentary on monthly P\&L
  {% endtab %}

{% tab title="Inventory managers" %}

* Sync **Product availabilities** on a frequent schedule to keep stock level dashboards current in Looker Studio
* Join **Products** with **Product availabilities** to flag low-stock SKUs by location
* Pull **Purchase lists** to monitor open POs and expected stock arrivals
* Use **Product categories** and **Product families** to group stock reports by segment
  {% endtab %}

{% tab title="Sales teams" %}

* Export **Sales** and **Sale lists** to track order volume, revenue, and fulfilment status
* Use **Leads**, **Deals**, and **Opportunities** together (Append or Join) to build a unified CRM pipeline report
* Join **Customers** with **Sales** to identify top buyers and repeat purchase rates
* Send pipeline data to Gemini or Perplexity for AI-assisted forecasting
  {% endtab %}

{% tab title="Operations" %}

* Pull **Locations** and **Carriers** to monitor fulfilment routes and warehouse activity
* Join **Sale lists** with **Products** to identify which SKUs are moving fastest per channel
* Use **Suppliers** data to maintain an up-to-date vendor directory in Google Sheets
  {% endtab %}
  {% endtabs %}

## Platform-specific notes

* Cin7 API access is typically available on Business and Enterprise plans — check your subscription if the connection fails
* The **Product availabilities** entity reflects real-time stock levels; for point-in-time snapshots, set up scheduled refreshes and store historical runs
* **Sale lists** and **Sales** are separate entities — Sale lists contain order line-item detail, while Sales contains the transaction-level summary
* **Purchase lists** and **Purchases** follow the same pattern — use both if you need line-item and transaction-level purchase data
* CRM entities (Leads, Deals, Opportunities) are only populated if you use Cin7's built-in CRM module