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How Inventory Location Response Works in Ply

When materials are added to a job, Ply needs to decide where to deduct them from, it could be a technician's truck or the warehouse. Here's exactly how that decision is made and how to configure it correctly.

When materials are added to a job in Ply, the system needs to decide which inventory location those materials should be deducted from (for example, a technician’s truck or a warehouse).

Why This Matters

If response locations aren't configured correctly, your warehouse inventory will decrease every time a job uses materials, even when techs are physically pulling from their trucks. This causes warehouse counts to drift inaccurately over time.


What Is Location Response Mapping?

Location Response Mapping determines which inventory location Ply deducts from when materials are added to a job. Depending on how technicians are assigned to the job and how their user profiles are configured, inventory may be pulled from:

  • A technician's truck, or

  • The default warehouse (if no response location is clearly defined)

Every user in Ply can have a Response Location set on their profile, typically their assigned truck. When a technician is added to a job and materials are consumed, Ply uses this mapping to decide whether to pull from the tech's truck or fall back to the default warehouse.

At a Glance

Situation

What Ply Does

Stock Deducted From

No technician on the job

System can't determine a truck, defaults to the warehouse

🏭 Warehouse

One tech, correctly configured (Response Location set)

Ply finds their truck and deducts from it

🚛 Truck

Two or more techs assigned

Ply can't determine which truck to use — falls back to the warehouse

🏭 Warehouse


How Location Response Works Today

1. No Technician Assigned to the Job

  • Materials are pulled from the default (integrated) warehouse

  • The system assigns the transfer to a system/default user

  • Nothing to fix here , this is correct behavior. If materials should be deducted from a truck, assign a technician to the job first.

2. One Technician Assigned, With a Response Location Set

  • Materials are pulled from the Response Location set on that technician (typically their truck)

  • This is the ideal and recommended setup. Every technician should have exactly one response location configured: their primary truck. See Configuring Location Response Mapping below.

3. Two or More Technicians Assigned to the Job

  • Materials are pulled from the default warehouse, this is a known limitation and a common source of confusion

  • Why this is an issue: Even if technicians are actually using materials from their trucks, Ply will continue deducting from the warehouse. This can cause warehouse inventory to decrease incorrectly while truck inventory remains unchanged.


Why Trucks May Not Appear as an Option

For a truck to appear in the Response Location dropdown, two conditions must be met:

  1. The technician must be assigned to that truck

  2. A Response Location must be set on the technician's user profile

If no users are assigned to stock locations, no options will appear in the dropdown this is one of the most common setup issues.


How to Configure Location Response Mapping

  1. Go to Settings

  2. Navigate to Company & Billing → Team

  3. Use the dropdown in the Location Response column

  4. Set the technician's Default Response Location

Once configured, materials added to jobs will be deducted from the correct location instead of defaulting to the warehouse.

Notion Image

📌 Inventory behavior is driven by technician assignment and response location not by job timing or scheduling.


Troubleshooting: Materials Pulling From the Warehouse Unexpectedly

If inventory is being deducted from the warehouse when you expect it to come from a truck, all three of the following must be true, if any one is missing, Ply falls back to the warehouse:

Check

Where to Look

If Not Set

Exactly one technician is assigned to the job

Job details

0 techs → always warehouse. 2+ techs → see the multi-tech limitation above

That technician has a Response Location set

Settings → Company & Billing, Location Response column

If it says "Select location…", it isn't configured

The technician is assigned to a truck in Ply

Settings → Company & Billing, Truck Assignment column

If blank, assign the truck first, then it will appear in the Response Location dropdown


Still need help? Contact Support!

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