Settings Overview
Configure how Synplex behaves for your products, inventory, and planning.
What you can configure
Settings is divided into focused areas. Each controls a different part of how Synplex calculates status, grades products, and manages locations.
| Section | What it controls |
|---|---|
| Procurement settings | Stock buffer, running low threshold, overstock threshold |
| Product assessment settings | Daily average days, performance review period, dead stock threshold, ABC/XYZ grading parameters, demand anomaly sensitivity |
| Notification settings | Default email for alerts and reports |
| Locations | Which Shopify locations are included in stock calculations |
| Product exclusions | Tags that hide products from all metrics and recommendations |
| Procurement strategy | Per-variant, per-location setting that controls whether replenishment is suggested |
How settings interact
Procurement and product assessment settings apply globally — they are the baseline for every product in your store. Individual products can override some of these values (lead time, stock buffer, running low threshold, overstock threshold) from the variant detail page.
The order of precedence is:
- Product-level override — if set on the variant, always wins
- Global setting — applies to everything without an override
Location inclusion and product exclusions are categorical: a location is either included or not, and a tagged product is either excluded or not.
Where to find each section
Navigate to Settings in the Synplex sidebar. The page is divided into cards:
- Procurement settings — stock buffer days, running low warning days, overstock threshold days, and Shopify inventory sync defaults for purchase orders and transfer orders
- Product assessment settings — daily average days, performance assessment days, dead stock threshold, ABC revenue thresholds (A%, B%, C% calculated automatically), XYZ demand-variability thresholds (X%, Y%, Z% calculated automatically), and demand anomaly detection sensitivity (σ)
- Notification settings — the default contact email for alerts and reports
- Locations — a table of all your Shopify locations with an Included in stock calculation toggle; use the Exclude/Include location bulk action to change which locations count toward on-hand values and analytics
- Product exclusions — add Shopify tags here to hide matching products from all Synplex reports, forecasts, and recommendations
In this section
- Global Insights Configuration — how to set procurement thresholds and product assessment parameters
- Product-Level Customization — overriding global settings for individual variants
- Discontinuing Products — stopping replenishment at a location or excluding a product entirely
- Syncing and Unsyncing Locations — managing which locations are included in stock calculations
- Data Accuracy & Cleanup — identifying and fixing common data problems
Recommended setup order
If you are setting up Synplex for the first time:
- Procurement settings — set your stock buffer, running low threshold, and overstock threshold to match your suppliers and risk tolerance
- Product assessment settings — configure how long a sales window to use and adjust ABC/XYZ thresholds to match your product mix
- Locations — exclude any temporary or irrelevant Shopify locations so on-hand values reflect only active stock
- Product exclusions — tag and exclude any products that should never appear in Synplex (gift cards, virtual items, internal SKUs)
- Product-level overrides — once global settings are stable, override lead time or safety stock on variants with unusual suppliers or criticality
FAQ
How often should I review my settings?
Review procurement and assessment settings quarterly, or whenever something material changes — a new supplier, a shift in product mix, or a significant change in demand patterns. Location inclusions should be reviewed after any event, pop-up, or location change. Product exclusion tags are usually set-and-forget unless your catalog changes.
What happens if I don't customise anything?
Global settings apply to every product. The system will generate alerts and grades based on those defaults. This works well for businesses with a relatively uniform supplier base. Customise individual products only when a specific variant genuinely behaves differently from the rest.
Will changing a setting affect historical data?
No. Changing thresholds or assessment parameters affects how current and future statuses are calculated — it does not alter stored sales history, stock records, or past orders.
I need help with a setting I don't recognise
Email support@synplex.dev with a screenshot and a description of what you're trying to configure.