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Stock Templates

Build a standard truck setup once; then apply it to every new vehicle in seconds. No more manually adding materials one by one per truck.

Build your perfect truck setup once, then roll it out to every new vehicle in seconds. No more adding materials one by one, every single time.

If you manage a fleet of trucks that all carry the same materials, Location Templates are exactly what you need. Configure one truck as your model, and replicate everything to the rest in just a few clicks.


What Gets Copied with a Template

When you create a template from a stock location, Ply copies everything:

  • Materials (name, item number, category)

  • Min & max quantities

  • Stock quantities (on-hand)

  • Costs

  • Positions (bin, aisle, level)

  • Barcodes


How It Works

Step 1: Find Your Source of Truth

Identify the truck or stock location that has the setup you want to replicate. This will be your model location.

To find your templates, go to Stock → Templates. From there you can view existing templates or create new ones.


Step 2: Create a Template from Your Model Location

  1. Open your model location

  2. Scroll down and set the view to 250 materials per page, this makes the selection process much faster

  3. Click the checkbox in the top left to select all materials at once

4. Navigate through all your pages by selecting the entire page of materials at a time.

5. You must use the top-left checkbox to select all. Bulk select won't work for this step.

6. Once you've selected all the pages of materials that way:

a. Go to Other Options → Create Template


b. Choose Create New Template, give it a name (e.g., Model Truck), and confirm

c. Review the materials and data that will be copied, then click Create

d. Your template is now ready! You can find it under Stock → Templates.


Step 3: Apply the Template to Other Locations

  1. Open your template

  2. Click the checkbox in the top left to bulk select all materials - bulk select works here ✅

  3. Click Add to Location


  4. Select the destination truck or location

  5. Click Add

Repeat this process for each truck in your fleet.

📌 When applying a template, you'll see a few checkboxes with additional options. These are explained in detail in a separate Help Center article.


Want to See It in Action?

Check out our full video walkthrough! 👇


Need a Hand?

We're happy to walk you through setting up templates for your fleet. You can also send us an Excel sheet with your materials, and we'll take care of the bulk upload for you. Just reach out; we've got you! 🙌

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