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Hey Ply Users!
The first quarter is almost in the books, and as we head into spring, we’re rolling out fresh updates to help you streamline purchasing, standardize inventory, and stay ahead of the game. From full purchase order management to powerful location templates, here’s what’s new in Ply this month.
Let’s get started!
Purchase Order Management v1
Ply now offers full purchase order management, making it easier than ever to handle your purchasing process, all in one place. No more juggling emails, spreadsheets, or multiple systems. With these new feature, you can streamline ordering, improve accuracy, and save time:
Create and Manage Purchase Orders in One Place: Generate, track, and organize POs within Ply, keeping everything centralized and efficient.
Automated Supplier Notifications: Send POs directly to suppliers and cancel orders with automatic notifications, reducing miscommunication and saving time.
Seamless Inventory Reconciliation: Easily reconcile received materials back into inventory, ensuring accurate stock levels and a smooth workflow.
Duplicate POs for Faster Ordering: Reordering materials is now a breeze—just duplicate an existing PO in a few clicks.
Mobile Purchase Orders: Create and manage POs on the go with our iOS and Android apps, whether you’re in the office or on a job site.
This update gives you more control, better visibility, and a seamless purchasing experience—all within Ply. Ready to get started? Create your first PO!
Learn More About Purchase Order Management
Location Templates
Managing inventory across multiple locations just got faster and easier with Location Templates! Standardize materials, quantities, and min/max levels across new or existing locations, all with just a few clicks.
Here’s everything you can do: Create and Manage Templates within a Stock Location: Build reusable templates inside your stock locations, making setup and updates effortless.
Easily Add Materials to Existing Templates: Keep templates accurate by updating them with new materials as needed.
Quickly Apply Templates to Fleet Locations: Standardize inventory across your fleet by applying templates to multiple truck or warehouse locations.
Update Fleet Locations Without Losing Template Structure: Modify specific locations while maintaining the overall template structure, giving you flexibility without extra work.
With Location Templates, you can eliminate manual entry, reduce errors, and ensure all your locations stay properly stocked with the right materials. Try it today!
Other Notable Features:
- Add Kits directly to picklists.
- Support for variations in RFQs.
- Print barcodes and export data for specific locations from the Catalog.
- Add notes to tool units.
- Add costing and SUM to excel for movement reports.
- Bulk edit within a folder.
- Ability to search serialized equipment by serial number at the location catalog and catalog.
- Export post-count inventory data in Excel.
- Time-box cache transfer / update qty. reason for 1 hour.
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.
- Pricebook Builder
- PO Auto-Reconcile
- PO QBO Integration
- Material Returns
- Cycle Count Settings
- Bulk Importing
- Consumables Management
- Inventory Usage and Other Reports
- 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.
