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Synplex Documentation

website·Indexed 29 days ago

https://my-docusaurus-pi.vercel.app/

Inventory planning and management platform featuring demand and supply planning, purchase order tracking, and Bill of Materials (BOM) support. Includes guides on Forecasted Stockout Dates, assembly-to-order (ATO) inventory, landed costs, and Shopify inventory synchronization.

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What's inside Synplex

  1. Overview of Inventory Management UI features

    The inventory management system provides three primary UI components for day-to-day operations:

    • Inventory Report: The central table used to analyze, filter, sort, and perform actions on the full product catalogue.
    • Saved Views: User-defined combinations of filters and columns that can be saved for quick reuse.
    • Variant Detail: A comprehensive page for a single product variant containing KPIs, charts, supplier network information, location configuration, and master data.

  2. Overview of Synplex inventory management capabilities

    Synplex is an inventory management platform designed for Shopify stores. It integrates with Shopify to import sales history and provide the following core functionalities:

    • Demand Forecasting: Generates forecasts per-variant and per-location based on Shopify order history.
    • Replenishment Planning: Uses a 365-day inventory simulation to calculate recommended order quantities, reorder dates, and predicted stockout dates.
    • Purchase Order (PO) Management: Supports creating and tracking POs, managing landed costs, shipment receiving, and optional Shopify inventory synchronization.
    • Transfer Order Management: Facilitates the planning and execution of stock movements between different locations.
    • ABC/XYZ Classification: Ranks products based on their revenue contribution (ABC) and demand predictability (XYZ).
    • Alerts and Reporting: Provides a KPI dashboard, scheduled reports, and configurable alerts for stock events.

  3. Overview of Synplex external system integrations

    Synplex integrates with three categories of external systems to manage products, inventory, and orders:

    1. Shopify (Required): The core connection used by all users to sync products, inventory levels, locations, and orders in real time.
    2. Supplier Catalogs (Optional): Used by those creating purchase orders (POs) to import supplier SKUs, unit costs, minimum order quantities (MOQs), and lead times, allowing costs to pre-fill in POs.
    3. Custom / ERP (Optional): Used by teams with existing business systems to connect Synplex to accounting software, 3PLs, warehouses, or internal tools via API.

  4. Overview of Supplier Catalog Integration

    Supplier catalog integration matches supplier SKUs to Shopify variants to store unit costs, Minimum Order Quantities (MOQs), and lead times within Synplex. This automation ensures that when a Purchase Order (PO) is created, the correct costs populate automatically, eliminating manual price lookups. Costs are kept current via manual file re-uploads or scheduled API syncs.

  5. Manage Shopify locations for stock calculations

    Synplex automatically syncs all locations from Shopify and includes them in stock calculations by default. You can exclude specific locations (such as pop-up events, trade show booths, or test centers) to prevent their stock from inflating on-hand totals and skewing reorder calculations. Excluding a location removes it from analytics and reports but does not delete data or affect the location's status within Shopify.

  6. Understand the Synplex Inventory table layout

    The Inventory table serves as the central hub for product variants. It allows users to toggle between Variant-level (each size/color is a row) and Product-level (one row per product with aggregated totals). Key columns include:

    • Grade: A, B, or C based on revenue contribution.
    • Status: Healthy, Running Low, Stock Gap, Overstocked, or Out of Stock.
    • Supplier: The primary supplier for the product.
    • Location: Where stock is stored.
    • Stock-out date / Days to order: Predicted date of stock depletion.
    • Favorite: A Synplex-specific marker for priority products.
    • Tags & Shopify fields: Synced data including tags, vendor, collections, and product type.

  7. Understand the role of Decision Guides in Synplex

    Decision Guides provide the strategic framework for inventory planning, focusing on the 'when' and 'why' of business decisions. They cover demand forecasting, demand vs. supply prioritization, multi-channel buffer strategies, and multi-location operations. Their purpose is to reduce stockouts and overstock, lower costs, and provide strategic clarity for planners and managers.

  8. Understand Assembly-to-Order (ATO) product behavior

    An Assembly-to-Order (ATO) product is sold as a parent SKU but is only assembled after a customer order is placed. Unlike pre-assembled kits, the parent SKU holds zero or minimal finished goods inventory. When an order is placed, Synplex 'explodes' the Bill of Materials (BOM) to attribute demand directly to the individual components. This ensures replenishment planning reflects the actual components needed to fulfill incoming orders rather than tracking finished stock.

  9. Understand how Synplex processes virtual bundles

    A virtual bundle is a product that exists only as a container at the point of sale; no physical assembly occurs. When an order is created, Shopify (or a compatible bundle app) 'explodes' the bundle into its individual component line items. Synplex tracks demand at the component SKU level rather than the parent SKU, ensuring accurate sales history, forecasts, and replenishment recommendations without requiring additional configuration.

  10. Understand why stock quantities are read-only in Synplex

    Synplex is an inventory planning tool, not a management system. It treats Shopify as the single source of truth for stock data. Consequently, Synplex can read and analyze stock levels to generate recommendations, but it cannot edit or write stock quantities back to Shopify. This ensures a clean audit trail and prevents data conflicts between systems.

  11. Understand Assembly-to-Order (ATO) demand explosion

    Demand explosion is the process of distributing forecasted demand from a parent SKU down to its individual component SKUs. This is critical for components that are only used within BOMs and have no direct sales history; without explosion, Synplex would see zero demand for these components and fail to recommend reorders.

    Synplex calculates component demand by multiplying the parent SKU's forecast by the component's required quantity per unit. For example, if a 'Custom PC' (parent) is forecasted at 80 units/month and requires 1 CPU (component), Synplex attributes 80 units of demand to the CPU.

  12. Understand the Synplex supplier and product model

    Synplex uses a two-level supplier model to manage sourcing. A Supplier record holds company-level details (name, currency, payment terms, lead time defaults, and order minimums). A Supplier Product acts as the link between a specific supplier and a product variant, storing commercial terms such as Lead time (days), Minimum Order Quantity (MOQ), Pack size, Unit price, and the Supplier SKU.

    Key capabilities of this model include:

    • Sourcing the same SKU from multiple suppliers with different pricing and lead times.
    • Using a primary supplier designation on inventory items to drive forecasting and Purchase Order (PO) recommendations.
    • Overriding supplier-level defaults at the individual supplier product level.