Coil Documentation

Your First Workspace

1. Sign in with Google and create or join a Coil workspace. The workspace is the boundary for your business data.
2. Add suppliers and locations. Locations are venues; suppliers are where you purchase stock.
3. Create products or adopt approved products from the global catalog. Set prices and purchasing targets for your workspace.
4. Create machines and place them at active locations. A machine can exist before it has a location.
5. Record purchases as lots, attach original receipts, and create the individual inventory units you will sell.
6. Move stock into machines and keep machine counts and targets current in Restock.
7. Record sales by importing your vending software's sales report through an agent, or enter a few sales by hand in Sales. Review results in Dashboard and Reports.

Products, Lots, and Units

A product describes what you buy and sell. A lot records one acquisition, its cost, quantity, expiration, and receipt links. Inventory units are the individual sellable items created from that lot.

An in-stock unit without a machine assignment is warehouse storage. Receipts link to lots; expiration belongs to the lot, not the product. Creating a product alone does not create inventory.

Daily Operations

• Products: manage workspace prices, identifiers, stock targets, and approved-catalog adoption.
• Inventory: inspect lots, units, expiration, placement, and acquisition costs.
• Sales: import vendor sales reports, record manual sales, match sales that had no stock, and undo mistakes.
• Restock: count a machine, move warehouse stock into it, and set product targets. Restock does not record sales.
• Receipts: preserve original documents, classify purchases/expenses, and connect proof to lots.
• Mileage: record ordered stops, distance, and the trip's mileage rate.
• Reports: review revenue, COGS, fees, taxes, and location payouts before exporting.

Team and Agent Access

Workspace owners grant team access in Settings. Managers can operate the workspace; viewers are read-only. Coil-wide catalog administration is separate from workspace roles.

Owners can also create expiring API keys in Settings > Agent Access. Each key is limited to one workspace and its selected permissions. Connecting an agent is optional; manual UI workflows remain available.