Overview
Regular Material vs. Serialized Material
| 🔶 Regular Material | 🔷 Serialized Material |
Tracking | Track how many you have (e.g., 12 capacitors) | Each unit has a unique serial number (e.g., SN-00142) |
Unit identity | Units are interchangeable — one is the same as another | Know which unit is where and on which job |
History | No individual unit identity | Full history: received → stocked → assigned → installed |
Best for | Screws, filters, wire, consumables | Compressors, furnaces, equipment with warranties |
💡 Rule of Thumb:
If the item has a manufacturer sticker with a serial number, has a warranty tied to the specific unit, or costs over $200; it's a good candidate for serialization in Ply.
Add Serialized Materials to Your Catalog
Go to the Catalog:
Create or Open a Material:
Click the three dots (⋯) next to the material or create a new one.
Enable Serialization o click Edit and check the box for “Material Serialized”.
Adjust Serial Numbers to materials in Stock Locations
Go to the Stock Location:
Navigate to the location (Warehouse/Truck) where the material is stored.
Assign Serialized Materials to a Job
Navigate to the Jobs tab and open the desired job.
Add Items to the Job
Click on Add Items within the job.
Choose the location (Warehouse/Truck) where the material is stored.
Search for the material and select it.
Choose the correct serial number associated with that material.
Click Save to confirm the addition of the serialized item to the job.
Now, the material with the specific serial number is associated with the job and ready to be tracked
Why Use Serialization?
Easily track specific items by serial number.
Prevent errors by ensuring the right item is assigned to the right job.
Maintain accurate stock counts across multiple locations.
Watch the video guide. 🎥👀
Still not sure how to get started? Check out our explainer video below! It walks you through each step in detail, so you’ll be a pro in no time.
Still need help? Contact Support!
Questions about setting up serialization for your inventory? We're happy to walk you through it.