Transfer Materials from Your Catalog to Your Truck
Head to your Catalog and pick the materials you want to add.
Click on "Other Options" and then select "Add to Location".
From "Choose Location", select your truck, enter the barcode and quantity.
Hit "Add Materials" and you're done!
Pro tip: Once materials are on your truck, consider setting min/max quantities so Ply can automatically trigger replenishment requests when stock runs low.
Transfer Materials from Warehouses or Other Trucks
You can even move materials from one location to another!
Go to Stock and select the location you want to transfer the items from.
Select the materials you want to transfer and click the "Transfer" button.
Choose the Location or Job you want to transfer the items to, enter the quantity per item, and click "Transfer" to finalize the process.
Manually Add Materials to a Truck
If you're feeling hands-on, here’s how to manually add materials:
Go to Stock.
Navigate to the Trucks tab.
Select your truck.
Click "Add New Materials."
Fill in the details to add a new material and save.
📱On mobile? Technicians can also add new items directly from the Ply mobile app. Watch how
Bulk File Import (Large Data Migrations)
If you have a spreadsheet with materials organized by truck, you can import it directly into Ply using the Bulk Upload feature; no need to add items one by one.
Prepare your file following the Ply bulk upload template format.
To Download and Submit this template Go to Catalog > Click on the 3 dots > Bulk Upload/Update.
Upload the template there (or contact our support team for assistance).
If you upload the template, please review and confirm; materials will be populated across your truck locations.
How to Add Items to Your Trucks via Templates
Step 1: Create a Template
Go to the Stock Locations tab and click on Templates.
Click Add New Template and give it a meaningful name (e.g., "HVAC Service Van Setup").
Search and select the materials you want to include in the template.
(Alternatively, select items in your Catalog and click "Add to Your Template", this lets you create a new template or add the items to an existing one.)
Step 2: Customize Your Materials
Once your materials are added:
Set the Min & Max quantities for each item (this drives replenishment alerts). Make sure to click on the quantities to update them.
Generate barcodes or select existing ones if you've already barcoded those items.
Click Create, your template is saved and ready to use.
Step 3: Apply the Template to a Truck
When adding a new fleet location (truck), you'll be prompted to select a template.
Choose which materials from the template you want to apply.
Adjust quantities if needed for that specific truck.
Hit Add to Truck (or Warehouse, if needed), and your truck is stocked!
Got a File? We’ll Do the Work!
If you've got a file with materials by truck, send it to us, and we'll import it for you! 📧 Send your materials to: [email protected]
Still need help? Contact Support!