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How to Bulk Update Stock levels in Ply

Update quantities, min/max thresholds, barcodes, and positions across an entire location at once; by downloading a spreadsheet, editing it, and uploading it back.

Bulk updating stock levels lets you make large inventory changes quickly and accurately without editing items one by one.

With this feature, you can download your current stock data, update it in a spreadsheet, and upload it back to Ply to apply changes in bulk.


➡️ What you can update in bulk

Using the stock level bulk update, you can modify the following:

  • On‑hand quantities

  • Minimum quantities

  • Maximum quantities

  • Barcode numbers

  • Location positions (where items live within a warehouse or truck)

Feature

Description

📦 On-hand quantity

Correct counts after a physical audit or cycle count

📉 Minimum quantity

Set reorder thresholds for all materials at once

📈 Maximum quantity

Define target stock levels in a single upload

🏷️ Barcode numbers

Add or update barcodes fleet-wide without scanning

📍 Location position

Update Aisle, Bay, Level, Bin for reorganized shelves

ℹ️ This is per location

Each download/upload cycle works on one location (warehouse or truck). To update multiple locations, repeat the process for each.


When should you use this?

This feature is especially useful when you need to:

  • Correct inventory counts after an audit or cycle count

  • Set min/max levels across many materials at once

  • Add or update barcodes in bulk

  • Reorganize material positions within a location

  • Clean up stock data after an initial setup or migration

Feature

Description

🔵 After an inventory audit

Push corrected counts back into Ply quickly after a physical count

🟡 Set up min/max across the catalog

Set thresholds for 200 items in one upload instead of editing one by one

🟠 Add barcodes in bulk

Import barcode values for an entire location from your label system

🟤 Warehouse reorganization

Update shelf positions after a physical rearrangement

🔴 Initial setup / data migration

Populate a brand-new location with counts from another system

🔧 Data cleanup

Fix inconsistent or incorrect stock data across many materials at once

If you’re working with inventory quantities or physical placement, this is the right tool.


How to bulk update stock levels

1. Go to the Stock page

Navigate to Stock and select the location (warehouse or truck) you want to update.


2. Download your current stock file

Click Export and download the stock file. This file contains all current values for that location.

Notion Image

3. Update the file

Open the file and edit only the columns you want to change. You can update:

  • On Hand

  • Min

  • Max

  • Barcode

  • Location Position

Column

Editable?

What to Enter

Material Name

🔒 Locked

Used to match rows — do not edit. Ply uses this to find the right material.

On Hand

✏️ Editable

Whole number (e.g., 12). Enter the actual current quantity at this location. Leave blank to keep existing value unchanged.

Min

✏️ Editable

Whole number (e.g., 5). The minimum stock level — items at or below this appear on the Critical Items List.

Max

✏️ Editable

Whole number (e.g., 20). The target stock level when restocking. Must be greater than Min.

Barcode

✏️ Editable

Any alphanumeric string (e.g., PLY-00141 or 012345678905). Leave blank to keep existing. Must be unique per material.

Position

✏️ Editable

Free text (e.g., A3-B2-L1 or Shelf 4). This is the physical location label shown in the stock view.

🚫Never do these; they will break the import

  • ❌ Delete or rename column headers

  • ❌ Delete the Material Name column or change material names

  • ❌ Add new materials via the bulk file (use Catalog Import for that)

  • ❌ Change the file format (e.g., save as .xlsx if it was .csv)


4. Upload the updated file

Once your changes are ready, upload the file back into Ply. The system will validate the data and apply updates in bulk.

Notion Image

➡️ What happens after upload?

  • Inventory quantities update immediately

  • Min/Max levels are applied

  • Barcodes and positions are updated for that location

  • No duplicate materials are created.

This only updates stock‑level data, not catalog fields like material names, item numbers or categories.

What the important changes are:

✅ What it updates Quantities, min/max, barcodes, and positions — all applied immediately

❌ What it doesn't change Material names, item numbers, categories, descriptions — use Catalog Bulk Update for those

➡️ Stock Levels vs Catalog Bulk Update

What You Want to Change

📦 Stock Level Bulk Update

📋 Catalog Bulk Update

On-hand quantity

✅ Yes

No

Min / Max thresholds

✅ Yes

No

Barcode at a specific location

✅ Yes

No

Shelf / bin position

✅ Yes

No

Material name / description

No

✅ Yes

Item number / SKU

No

✅ Yes

Category assignment

No

✅ Yes

Add new materials

No

✅ Yes (via bulk add)


💡Tips for a Smooth Bulk Update

Always download a fresh file before editing
Don't reuse a file from last week; stock values may have changed. A fresh export is the source of truth.

Test with a small batch first
Update 5–10 rows, upload, and verify the results before processing 500 rows. Mistakes on a small file are easy to fix.

Keep a backup copy of the original file
Before editing, save a copy with a date stamp (e.g., warehouse_a_backup_may9.csv). Easy to refer back to if something goes wrong.

For multiple locations - repeat per location
Download, edit, and upload separately for each warehouse or truck. Don't mix rows from different locations in one file.

Review the preview before confirming
Always check the changes preview after uploading. The red "Errors" count tells you what Ply couldn't apply; fix those rows and re-upload.

Bulk updates are one of the fastest ways to keep your inventory clean, accurate, and scalable as you grow 🚀

Have a large file you'd like help reviewing before uploading? Our support team is happy to check it with you.


Still need help? Contact Support!

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