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Getting Started with Synplex

When you install Synplex, the first thing you see is the setup wizard — a 4-step configuration flow followed by an automated background processing pipeline that imports your sales history and builds your first forecasts.

This section documents that wizard, the background jobs it triggers, and the reference material you need to understand the platform once setup is complete.

How first-time setup works​

Part 1 — The configuration wizard (5–10 minutes)​

You configure four areas of the platform before Synplex can generate accurate recommendations:

  1. Supplier & Procurement — lead times, MOQ, pack size, reorder thresholds, Shopify sync toggles
  2. Analytics & Classification — ABC/XYZ parameters, dead stock threshold, demand anomaly sensitivity
  3. Notifications — the email address Synplex sends alerts and reports to
  4. Launch — saves all settings and triggers the background pipeline

Full field-by-field documentation: Onboarding Wizard

Part 2 — Background processing (20 minutes to 5 hours)​

After you click Finish Setup, Synplex runs five sequential background jobs. You can close the tab — you'll receive an email when everything is ready. The app is not usable for planning until this pipeline completes.

The five jobs, in order:

  1. Shopify Sync — products, variants, locations, stock levels
  2. Sales History Import — 13 months of order history
  3. Forecast Creation — demand forecasts per variant per location
  4. Inventory Metrics — reorder dates, stockout dates, days of cover
  5. Setup Complete — ABC/XYZ scores, product intelligence finalised

Full pipeline documentation: Onboarding Wizard → Background processing

Once setup is complete​

After the pipeline finishes, Synplex redirects you to the Dashboard automatically. From there:

Can I change my wizard settings later?​

Yes. Everything configured in the wizard is editable at any time in Settings. Changing a setting does not re-trigger the background pipeline — use Refresh Metrics on the variant detail page to recalculate affected metrics immediately, or wait for the next daily run.

Questions? Contact support@synplex.dev or book an onboarding call.