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Understanding Product Statuses

Product statuses — called Stock Assessments in Synplex — describe the current inventory health of a variant. They are shown in the inventory table and on the dashboard, and they drive alerts and saved view filters.


Quick reference

StatusWhat it meansUrgency
Healthy StockDays until reorder point are comfortably in the futureNone — monitor normally
Low StockReorder point will be reached within the configured thresholdPlan a purchase order soon
Out of StockReorder point has already been reached or passedImmediate action needed
OverstockDays until reorder point exceed the overstock thresholdReview demand; pause ordering
Dead StockNo sales recorded within the dead stock windowEvaluate for discontinuation

How statuses are calculated

Statuses are not based on raw on-hand unit counts crossing a fixed threshold. They are derived from daysUntilReorder — the number of days until the 365-day inventory simulation predicts stock will fall to the reorder point — compared against day thresholds you configure in shop settings.

The reorder point itself is: reorderPoint = (leadTimeDays + bufferStockDays) × avgDailyDemand

daysUntilReorder is how many days from today the simulation first crosses that point. The status logic then applies in this priority order:

ConditionStatus assigned
daysUntilReorder is null (no reorder needed in 365 days)healthy-stock
daysUntilReorder ≤ 0out-of-stock
daysUntilReorder ≤ defaultRunningLowDays (default: 40 days)low-stock
Days since last sale ≥ defaultDeadStockDays (default: 90 days)dead-stock
daysUntilReorder ≥ defaultOverstockDays (default: 120 days)overstock
None of the abovehealthy-stock

All five thresholds (defaultRunningLowDays, defaultDeadStockDays, defaultOverstockDays, defaultLeadTimeDays, defaultStockBufferDays) are configurable in Settings → Insight Settings.


Status details

Healthy Stock

The simulation shows the reorder point will not be reached for more than defaultRunningLowDays days, the product has had recent sales, and stock is not excessive. No action is required.


Low Stock

daysUntilReorder has fallen to or below defaultRunningLowDays (default 40 days). The reorder point will be reached within that window, which means you are within the lead time plus buffer horizon. You should plan and place a purchase order.

The specific number of days remaining is visible as the Reorder Date in the inventory table. How urgent the action is depends on your lead time:

  • If your lead time is 30 days and you have 35 days until the reorder point, you have a small window — order now.
  • If your lead time is 14 days and you have 38 days remaining, you have more flexibility — but do not wait long.

Out of Stock

daysUntilReorder ≤ 0 — the simulation shows the reorder point has already been reached or stock has already gone negative. This is the most urgent status.

Check the Stockout Date and Stock Gap Days fields for this variant. If Stock Gap Days is greater than zero, you have confirmed inbound stock coming but there will still be a period of zero availability before it arrives.


Overstock

daysUntilReorder is at or beyond defaultOverstockDays (default 120 days). The simulation does not expect stock to fall to the reorder point for at least 120 days. Capital is tied up in excess inventory.

Common causes: demand dropped after a large order was placed, a seasonal product is heading into its off-season, or a forecast was too optimistic. Consider pausing future orders, running a promotion, or reviewing the demand plan for this product.


Dead Stock

The product has had no recorded sales for at least defaultDeadStockDays (default 90 days). Dead stock takes priority over low-stock in the severity ranking — a product that is not selling is not worth replenishing regardless of its simulated reorder date.

Consider whether the product should be discontinued, discounted to clear, or bundled with active products.


How statuses roll up to the variant level

Statuses are computed independently for each inventory level — each combination of variant and location. They are then rolled up to the variant level by taking the worst-severity status across all locations, using this priority order: dead-stock > out-of-stock > low-stock > overstock > healthy-stock

Example: a variant sold at three locations — one healthy, one low-stock, one dead-stock — will show dead-stock at the variant level.

This means a single problematic location is enough to flag the whole variant. Use the per-location detail (available in the product drawer) to see which specific location is driving the status.


When statuses update

Statuses are not updated in real time as sales happen. They recalculate:

  • Nightly — via the scheduled daily inventory run
  • On demand — when you trigger Refresh Metrics from the inventory table

A Shopify sync updates on-hand quantities but does not by itself recalculate statuses. If you need an up-to-date status immediately after receiving stock or after a large sale, use Refresh Metrics.


Configuring the thresholds

All day-based thresholds are set in Settings → Insight Settings:

SettingDefaultEffect
Running Low Days40Days before reorder point at which Low Stock fires
Dead Stock Days90Days without a sale before Dead Stock fires
Overstock Days120Days until reorder point above which Overstock fires
Lead Time Days30Default lead time used in reorder point calculation
Stock Buffer Days6Buffer days added to lead time in reorder point calculation

Per-inventory-level overrides for lead time, buffer days, and purchase reach are available on the product detail page.