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Inventory Table Essentials & First Saved View

Your Inventory table is the central hub. It shows every product variant with status, grade, supplier, and lets you jump into actions like creating POs or opening product profiles.

What You See​

Each row is a product or variant. Common columns:

  • Grade — A, B, C based on revenue contribution
  • Status — Healthy, Running Low, Stock Gap, Overstocked, Out of Stock
  • Supplier — Primary supplier for this product
  • Location — Where stock is stored (single or multi-location)
  • Stock-out date / Days to order — When you run out if you do nothing
  • Favorite — Whether you have marked this product as a favorite in Synplex
  • Tags & Shopify fields — Tags, vendor, collections, product type, etc.

You can toggle between:

  • Variant-level — Each size/colour is a row
  • Product-level — One row per product with aggregated totals

Creating Your First Saved View​

A saved view is a reusable table layout — a combination of column selection and active filters. Think of it as a one-click report you can pull up every morning.

Step 1: Hide Unnecessary Columns​

  1. Click the Columns panel
  2. Toggle off columns you don't need
  3. Keep the essentials: Product, Location, Grade, Status, Stock-out date, Supplier

Less scrolling means easier scanning.

Step 2: Add Filters​

Use filters to narrow down the products shown. You can combine:

  • Synplex filters — grade, status, location, stock-out date, favorite
  • Shopify filters — tags, vendor, product type, variants

Example — "Grade A Running Low":

  • Status: Running Low or Stock Gap
  • Grade: A
  • Stock-out date: within next 30 days
  • Optional: add a supplier or location filter

Step 3: Save the View​

  1. Once columns and filters look right, click Save view
  2. Give it a clear name, for example: Grade A – running low – 30 days
  3. It appears in your view selector at the top of the table

Access it in one click from now on.

Marking Products as Favorites​

You can mark any product as a favorite directly in Synplex by toggling the Favorite column on a row. Favorites are stored in Synplex independently of Shopify.

To focus on your favorites, either:

  • Filter the table by Favorite = true, or
  • Use the built-in Favorite products saved view, which is pre-configured with this filter

You can also use Shopify tags to group products by interest. Tags are synced from Shopify and are available as a filter in the table, making them a good way to track product groups like new launches, seasonal lines, or promotional items.

Starter Views to Create​

Build at least these three to cover your daily workflow:

Today's Replenishment

  • Status: Running Low or Stock Gap
  • Grade: A
  • Stock-out date: within next 30 days

Overstock Review

  • Status: Overstocked
  • Optional: filter by supplier

Favorites

  • Use the built-in Favorite products view, or
  • Create your own by filtering Favorite = true and combining with a grade or status filter

Once these are set up, you're ready to jump into creating POs from the table and exploring product profiles.