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Field Documentation

Financial Reporting

  • Calculate margins by SKU, product category, sales rep, channel, brand, customer, or anything else you want to use.
  • Use custom calculations of net profit taking into account shipping and marketplace fees. Pull over your shipping fees from ShipStation or StarshipIt and pull over your channel marketplace fees from Amazon SellerCentral or Shopify in order to accurately calculate net profit. For more information, see Net Profit Configuration.
  • Compare performance of your brands by creating reports that compare sales rolled up to your different brands.

Data Validation

  • Make sure your SKUs and their prices match with your e-commerce integrations. You can create validation reports showing any price differences between sales channels and Cin7 Omni.
  • Ensure your orders from e-commerce integrations are coming into Cin7 Omni. You can connect Easy Insight to your SellerCentral, Shopify, BigCommerce, WooCommerce, Etsy, and other channels, then validate that no orders are being dropped.
  • Compare invoices to your accounting invoices in Xero and QuickBooks Online to make sure your financials are accurate.


For your Forecasting needs, we recommend starting with the Product Analysis report from the prebuilt dashboard and modifying it as you need.

  • Report on sales velocity to help calculate projected inventory demand.
  • Calculate safety stock amounts by average/max, uncertain lead time, uncertain demand, or uncertain demand and lead time.
  • Calculate inventory turnover to find overstocked items and reduce your warehouse costs
  • Look at lead time trends by supplier to identify which suppliers are falling behind on fulfilling your purchase orders


  • Send out a daily email of overdue orders, stock adjustments, or anything else. For more information, see Scheduling Reports as Emails.
  • Track order to ship times to keep on top of warehouse performance and add reporting integrations to your WMS for a full operational view.
  • Create reports on your manufacturing data to look at resource and component costs and track what's currently in production.
  • Find batch or serial numbers to help with any recalls or other regulatory reports.

Full View of Your Business

  • Have multiple Cin7 Omni accounts across different regions? Create reports that combine data from all of your Cin7 Omni accounts. For more information, see Multiple Cin7 Omni Reporting.
  • Pull in historical sales or purchase data from the systems you used prior to using Cin7 Omni.
  • Set goals for your sales teams and sales sources and continuously track to ensure you're staying on target.
  • Display stock levels and operational metrics on a TV screen in your warehouse.
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