Skip to main content

Getting Started with Synplex

Welcome to Synplex! This guide will help you get up and running with your inventory planning platform in just a few minutes.

What You'll Learn​

This section covers everything you need to know to start using Synplex effectively:

  1. Connect Your Store — Sync your Shopify inventory with Synplex in minutes
  2. Explore the Dashboard — Get an overview of your inventory health at a glance
  3. Understand Data Sync — Learn how Synplex keeps your data accurate and current
  4. Take First Steps — Configure your insights and start making data-driven decisions

Your Four-Step Setup Path​

Step 1: Connect Your Store​

Start by syncing your Shopify store with Synplex. This happens automatically when you install the app.

Read: How Synplex Syncs with Shopify

Step 2: Explore the Dashboard​

Get a quick overview of your inventory health and key metrics.

Read: Dashboard Overview

Step 3: Learn the Basics​

Understand key terms and concepts used throughout Synplex.

Read: Glossary & Terminology

Step 4: Keep Data Fresh​

Understand how Synplex automatically keeps your inventory data current, and when to use manual sync.

Read: How to Manually Sync Your Data

Quick Tips for Success​

Tip 1: Make sure your Shopify unit costs are configured. This ensures accurate inventory valuations in Synplex.

Tip 2: By default, Synplex syncs your data automatically 1-2 times per day. For time-sensitive decisions, use manual sync to get the latest data immediately.

Tip 3: The Dashboard is your command center. Check it daily to monitor inventory health and catch issues early.

Next Steps​

After completing these four steps, you'll be ready to:

Questions?​

If you're stuck or have questions about getting started: