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Activity and Reports

Activity

In Ply, 'activity' refers to all the actions performed with materials in any given stock location. Here's how these activities are recorded:

  • Material Requests: When materials are requested for a job or task.

  • Transfers: Movement of materials, including:

    • From warehouse to trucks.

    • Between trucks.

    • From trucks back to the warehouse.

  • Usage on Jobs: When materials are utilized for a specific job, the system records the deduction from the stock.

  • Stock Additions: Any time new materials are added to a location, whether it's a warehouse or a truck.

Both manual entries and barcode scans are captured as activities, providing a comprehensive history of stock movements and usage.


Report Features Overview


Available Reports

  • Location Comparison Compare how materials are being used across your different warehouse locations to identify usage patterns and optimize stock distribution.

  • Low Stock Quickly identify materials that have hit low stock levels and need replenishing. Filter by Min QTY and Zero QTY to prioritize critical or out-of-stock items before they impact operations.

  • Dead-Shelf Stock Review and filter materials that haven't moved in 30, 60, or 90 days. Use this report to reduce waste, free up storage space, and make smarter purchasing decisions.

  • Movement Reporting Track why and how materials are being transferred between locations and jobs. Gain full visibility into stock flow across your organization.

  • Inventory Count Sheet Filter and count materials that have been used, and how frequently. Ideal for regular audits and keeping your catalog accurate.

  • Variance Reporting Detect anomalies in your inventory such as duplicated materials or items not yet associated with a location. Especially useful during onboarding as you sync and organize your catalog in Ply.

  • Inventory Usage Find out how often materials are being used and in what quantities, helping you make data-driven restocking and budgeting decisions.

  • Inventory History View a full historical record of your inventory activity to understand trends and changes over time.

  • Matching Reporting View detailed information on the matching between Purchase Orders and invoices, helping ensure accuracy in your procurement process.


Exporting Reports

You can now export your reports as PDF or Excel files to make the most out of them!


Still need help? Contact Support!

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