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Product Profile & Product-Level Insights

The Product profile is a product's personal dashboard. It shows all key metrics, locations, variants, and related purchase orders in one place.

Opening a Product Profile​

You can open a profile from anywhere you see a product name:

  1. Go to Inventory table
  2. Click the product name
  3. Profile panel opens; expand for full-page view

What You See​

Typical sections:

Primary supplier
├─ Main supplier for this product
└─ Click to edit

Locations
├─ Where product is stored
└─ Stock per location

Stock levels
├─ Total on-hand across all variants
└─ In-transit quantities

Variants
├─ Count of sizes/colors/styles
└─ Per-variant details

Daily sales
├─ Average units sold per day
└─ Helps forecast reorder quantities

Cost & retail value
├─ Inventory cost value
└─ Potential sales value at retail price

Shopify status
├─ Active, draft, archived, etc.
└─ Connected to your store

Tags
├─ Synplex or Shopify tags
└─ For organization and filtering

Use this to understand overall performance and decide whether to reorder, promote, or phase out.

Seeing Which POs Include a Product​

There is a Purchase Orders tab inside the product profile.

Steps:

  1. Open the product profile
  2. Go to Purchase Orders tab
  3. See all active, completed, or cancelled POs with this product
  4. Click any PO in the list to open its details

Use this to:

Before creating a new PO:
├─ Check if you're already ordering enough
└─ Avoid duplicate orders

Track incoming stock:
├─ When is the next shipment expected?
└─ How much is on the way?

Adjust open orders:
├─ Quickly edit quantities on critical items
└─ Add products to in-flight POs

When to Use the Product Profile​

Open a profile when you want to:

  • Investigate why a Grade A product keeps stockouting
  • Check if lead time, supplier, unit cost are correct
  • See PO history before changing forecasts
  • Validate stock levels across multi-location setup

Combine with saved views:

Use saved view to find the product:
├─ Example: Grade A + Stock Gap

Click to open profile:
└─ Deep dive into that one product

Then take action:
└─ Adjust PO quantities or reorder policies