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Setting Up Suppliers

There are two ways to get suppliers into Synplex: sync them automatically from your Shopify vendor data, or add them manually one at a time.

Shopify stores a vendor name on every product. The Sync from Shopify action reads all distinct vendor names from your Shopify product catalogue and creates a Synplex supplier record for each one automatically.

What it does​

For each unique Shopify vendor name, in a single operation:

  1. Creates or updates the supplier record — if a supplier with that name already exists it is set to active; otherwise a new supplier is created with defaultLeadTime = 30 days as a fallback
  2. Creates supplier product records — every variant whose Shopify product has that vendor name gets a supplierProduct record linking it to the supplier
  3. Sets the primary supplier — if a variant's inventory item has no primary supplier yet, this supplier is assigned as primary automatically. Variants that already have a primary supplier are not overwritten.

How to run it​

Go to Settings → Suppliers tab and click Sync from Shopify.

What to expect​

  • Runs as a background job, taking up to 5 minutes for large catalogues
  • All vendors present in Shopify at the time of the sync are imported
  • Vendors with blank or whitespace-only names are skipped
  • Running it again is safe — existing suppliers are updated to active, not duplicated
  • After it completes, review each supplier's defaultLeadTime — they are all set to 30 days as a placeholder and will need updating to reflect actual lead times

Limitations​

  • Only syncs vendor names, not any other supplier contact details
  • Does not sync lead times, payment terms, or pricing — these must be filled in manually per supplier
  • If a product has no vendor set in Shopify, its variants will not be linked to any supplier by this process

Method 2: Add a supplier manually​

Go to Settings → Suppliers tab → Add new supplier (top right).

After saving, you are returned to Settings → Suppliers tab. Open the new supplier to add products and fill in payment terms.

Required fields​

FieldRequirementNotes
NameRequired2–100 characters. Must be unique within your shop.
Default lead timeRequired1–400 days. Used in forecasting when no supplier product lead time is set.
StatusRequiredDefaults to Active.

Optional fields — Basic Information​

FieldNotes
CurrencyThe currency this supplier invoices in. Used for PO cost calculations. Defaults to USD.

Optional fields — Order Requirements​

FieldNotes
Minimum order valueMinimum total value per PO for this supplier. Shown in the supplier's currency.
Minimum order quantity per SKUMinimum units per line item across any PO with this supplier.

Optional fields — Payment Configuration​

FieldNotes
Payment terms typeNet Terms, Advance Payment, or On Receipt
Default invoice timingWhen invoices are issued: On Confirmation, On Delivery, or On Invoice Date
Net daysVisible when payment terms = Net Terms. Days until payment is due.
Advance percentageVisible when payment terms = Advance Payment. Percentage paid upfront.
Early payment discount daysDays within which early payment earns a discount.
Early payment discount %Discount percentage earned for early payment.

Editing a supplier​

Go to Settings → Suppliers tab → click the supplier name → Master Data tab.

All fields are editable. Changes are saved using the save bar at the top of the page. Changing a supplier's name does not affect existing POs — POs store the supplier ID, not the name.

Setting a supplier to Inactive removes it from the supplier picker when creating new POs. It does not delete any existing POs or supplier product records.