This guide walks you through how to export your full catalog from Ply and organize it by location using a spreadsheet. This is especially helpful if you want to review inventory by warehouse, share clean data with your team, or build custom reports.
Step 1: Export your catalog from Ply
Start by exporting your full catalog from Ply.
- Log into Ply.
- Go to Catalog.
- Click Export to download your catalog file.
▶️ The Export your catalog video shows exactly where to click and how to download the file.
Step 2: Separate materials by location
Once you have the exported file (usually Excel or CSV), you can break it out by location.
Here’s how:
- Open the exported file.
- Turn on filters for the header row.
- Use the Location column to filter by a specific location.
- Copy the materials for that location.
- Paste them into a new sheet within the same file.
- Repeat this process, creating one sheet per location.
▶️ The Separate materials by location video walks through this step-by-step in the spreadsheet.
Step 3: Build a final summary (optional)
If you’d like a high-level overview, you can add one last sheet that summarizes totals by location.
This summary might include:
- Total materials per location
- Aggregated quantities
- Easy comparisons between warehouses
▶️ The Compile the final summary video explains how to put this together quickly.
This step is optional and only recommended if you need a consolidated view.
If anything feels unclear or you have questions along the way, our Support team is always happy to help. These steps are designed so you can easily repeat the process whenever you need it.