April 2025 Product Updates - Ply
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    04/17/2025

    April 2025 Product Updates: Bulk Upload, Consumables Management, Cycle Count Settings and more!

    Bulk Upload Consumables Cycle Count Inventory Management Product Update Purchase Orders

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      Hey Ply users!

      Spring is in the air and so are fresh updates from Ply! As we roll into April, we’re launching features to help you keep your catalog clean, manage non-stock items, and keep your inventory in top shape. From bulk uploads to consumables tracking to tighter purchase order controls, here’s what’s new this month.

      Let’s get started!

      Bulk Upload Materials

      Ply now offers bulk material upload, making it easier than ever to populate and maintain your catalog. With this new feature, you can streamline setup, improve accuracy, and save time:

      ✅ CSV Template: Download and fill our pre‑configured template for names, SKUs, descriptions, tags, UPCs, and more.

      ✅ Smart Field Mapping: Auto‑match your columns to Ply’s database fields for seamless imports.

      ✅ Inline Error Correction: Flag and fix invalid URLs or missing data before uploading.

      ✅ Duplicate Detection: Automatically skip repeat rows to keep your catalog tidy.

      ✅ Location Assignment: Tag materials to specific sites during import.

      See how you can use bulk upload!

      Reconcile Purchase Orders into Stock Locations

      Ply now lets you move received purchase orders seamlessly into your warehouse inventory, eliminating manual data entry and ensuring accurate stock levels.

      ✅ Unified PO Workflow: Create and track POs from draft to “Received” in the Purchase Orders tab.

      ✅ One‑Click Reconciliation: Select a PO, choose the target stock location, and confirm quantities.

      ✅ Discrepancy Handling: Adjust counts or mark missing items before finalizing.

      ✅ Automated Receipts: Generate a receipt for each reconciled PO to maintain a clear audit trail.

      ✅ Activity Logging: View stock movements linked directly to the originating PO for full visibility.

      Ready to reconcile your next order? Go to Purchase Orders > Received and click Reconcile.

      Learn how to reconcile POs to location 

      Enhanced Cycle Count Settings

      New cycle count options help you run cleaner audits and catch inventory discrepancies fast.
       
      ✅ Flexible Scheduling: Assign users, set start/due dates, and automate recurring counts (e.g., quarterly).
      ✅ Customizable Scope: Choose 100%, 75%, 50% or 25% random subsets—or build fully custom item lists.
      ✅ Advanced Filters: Narrow counts by cost range, material category, or specific warehouse positions.
      ✅ Mobile‑First Execution: Technicians scan on‑the‑go; managers review results and reports online.
      Ready to optimize your audits? Go to Stock > Inventory Counts and create your next cycle count today.
       
      Learn more about how cycle count settings work!

      Purchase Order Approval Process

      Ply now supports PO approvals, giving you better control and visibility from draft to delivery.

      ✅ Enable Approvals: Turn on PO review under Settings > Purchasing.

      ✅ Submit and Track: Managers create POs and click “Send for Review” to notify admins.

      ✅ Email Notifications: Admins receive one‑click approve/decline links right in their inbox.

      ✅ Auto‑Dispatch: Approved orders route directly to suppliers; suppliers can acknowledge or decline.

      Ready to get started? Visit Settings > Purchasing to enable PO approvals today.

      Check out purchase order approvals

      Consumables/Non-Stock Inventory Management

      Ply now lets you manage non‑stock items—like booties or sealants—as “Consumables,” so you can track usage without cluttering your job inventory.

      ✅ Dedicated Tab: View consumables separately in Catalog and Warehouses.

      ✅ Warehouse and Fleet Visibility: See on‑hand quantities and which trucks hold consumables.

      ✅ One‑Click Transfers: Move items between warehouse and vehicles instantly.

      ✅ Automated Replenishment: Set min/max levels, print barcodes or pick lists, and auto‑generate POs when stock runs low.

      ✅ PO Creation: Create purchase orders directly from your consumables list.

      Visit Catalog > Consumables to try it today!

      Dive into consumables tracking!

      Other Notable Features:

      • [Service Titan] Improved Job Syncing.
      • [Jobber] Sync sub-jobs.
      • [Jobber] Customize job name template in integration settings.
      • Editable purchase history in materials.
      • Cost of business changes when material is reconciled from purchase.
      • iOS/Android – Purchase order management.
      • Ability to modify PO number.
      • Create PO from replenishment list, picklist, stock, list, and catalog.
      • Create a PO from a kit selection.
      • Select active jobs in POs.
      • Create purchase order from jobs.
      • Assign picklists to users.
      • Lots of UI improvements!

      What Are We Working On?

      Our goal is to continue to deliver the best possible tools for you and your organization, which is why we’re always working on new functionality.

      • PO QBO Integration v2
      • Sage Intacct Integration
      • Custom Alerts
      • Material Returns
      • Smart Suppliers
      • Field Request v2
      • Inventory Usage and Supplier Comparison
      • Receipt → inventory scanning automation

      So, what do you think? Have we been tackling some of the upgrades you were hoping for? We’d love to hear from you, so send us your feedback.

      Need help, training, or additional support for your audits? We have several service packages to help you get the most out of Ply and reach your goals. You can also sign up to one of our weekly webinars here.

      Stay Organized.

      Darion