➡️ How to Create a Pick List in Ply ?
Step 1: Navigate to Pick Lists
Go to Stock in the left sidebar, then click the Pick Lists tab at the top of the page.
Step 2: Start a New Pick List
Click the + Add Pick List card to open the creation dialog.
Step 3: Fill In Pick List Information (Step 1 of 2)
Complete the following fields:
Name – Give your pick list a descriptive name
From – Select the source warehouse/location
To – Select the destination (job site, warehouse, etc.)
Assign Employees (optional) – Assign the responsible team members
Request Date (optional) – Set a target fulfillment date
Notes (optional) – Add any relevant instructions
Click Next when done.
Step 4: Add Materials (Step 2 of 2)
You'll see three tabs — Materials, Kits, and Consumables — all sourced from your Tool Warehouse.
Use the Search and add materials bar to find items
Set the quantity, check the availability, select the serial number and add notes if necessary.
Step 5: Save the Pick List
Once all items are added, click Save and Add Pick List in the bottom-right corner. Your new pick list will appear on the board under the appropriate status column.
➡️How to Generate a Picklist PDF and Print for Your Jobs
Step 1: Navigate to Stock Locations
Head over to Stock Locations in Ply and click on the Picklist tab. Here, you’ll find picklists ready to be assembled.
Step 2: Choose Your Picklist
Select a picklist that includes the materials needed for a specific job. This ensures everything is properly documented.
Step 3: Generate the Picklist PDF
Click on the Print Options in the upper-right corner and hit Generate Picklist. Ply will create a PDF containing all the details for efficient material handling.
Step 4: Review Your Picklist
Your PDF will include:
✔️ Job Name
✔️ Warehouse & Destination Details
✔️ List of Materials to Pick
✔️ Barcodes for Quick Scanning
✔️ Aisle Locations for easy retrieval
📄 Step 5: Print & Use the Picklist
Once generated, print the picklist and hand it over to your team. They can use it to pick materials quickly and accurately!
➡️ Best practices
✅ If you use Rolling Replenishment with the Usage strategy, avoid using "Edit Quantity" on the truck page as a restock log.
Doing so can cause materials to be silently excluded from the next rolling picklist — see Common issues & fixes below for exactly why.
✅ Keep the mobile app updated, especially before a go-live.
If a technician has trouble opening the Picklists section on mobile, updating to the latest version (or force-closing/reinstalling) resolves most unexpected behavior.
✅ Use Notes on the picklist itself for handling instructions, not just individual item notes — this keeps context visible to whoever picks and fulfills it.
➡️ Common issues & fixes
"A rolling picklist (Usage strategy) is missing a material I know was transferred to a job."
This is a confirmed, expected behavior of how the Usage strategy calculates what belongs on a picklist — not a bug. Usage strategy doesn't look at total consumption; it calculates the net change in truck inventory over the picklist window:
Net usage = items leaving the truck (job transfers) − items added to the truck (manual quantity edits)
Only materials with a net usage greater than 0 make it onto the picklist. So if someone manually used "Edit Quantity" on the Truck Inventory page to log a restock, and a tech later consumed that same amount on a job, the two changes cancel out to zero — and nothing shows up on the picklist, even though real usage happened.
Two ways to avoid this:
Switch to the MIN or MAX strategy for that Rolling Replenishment configuration. These strategies compare current quantity against your thresholds and ignore usage history entirely, so manual edits earlier in the day won't cancel anything out.
Stop using "Edit Quantity" as a restock log — use the picklist transfer flow instead. Transfers made through picklists are explicitly excluded from the net usage calculation, so they won't cancel out real consumption.
"A technician can't open the Picklists section on the mobile app."
Confirm the app is updated to the latest version from the app store first — this resolves most unexpected mobile behavior. If it persists, try force-closing and reopening the app, or uninstalling and reinstalling. If none of that helps, contact support with the device type (iOS/Android) and what happens when tapping into Picklists.
➡️ Related feature requests worth voting on
"I want to sort or filter my picklist by bin location for faster picking." There's an open feature request for this — Picklist Filter by Bin Location.
"I'd like a more condensed print preview for picklists." There's an open feature request for this — Condensed Picklist Print Preview.
"I want to remove individual items from a Kit while building a picklist, without leaving the creation flow." There's an open feature request for this — Ability to remove individual items from a Kit directly within the Picklist creation flow.
"I'd rather assign serial numbers while physically picking the item, not when the picklist is first created." There's an open feature request for this — Pick List - Assign Serial Number while picking, not at creation.
"I want to see materials already committed to an active picklist as 'Reserved' or 'On Hold' elsewhere in stock." There's an open feature request for this — Show "Reserved" / "On Hold" quantity for materials committed to active Pick Lists.
"I want to see product cost directly on draft picklists." There's an open feature request for this — Draft Picklists in Ply with Product Cost.
"Sort order on my pick list doesn't match how items are actually arranged in my warehouse." There's an open feature request for this — Pick List Position Sorting.
➡️ Picklists Guide
➡️ Managing Picklists
Contact Support Here!