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Materials vs Consumables in Ply

Learn the difference between Materials and Consumables in Ply, and how each one affects inventory tracking and job costing.

Understanding the difference between Materials and Consumables in Ply is key to tracking inventory correctly and choosing the right workflow for your team. While both represent items you stock and use, they behave very differently once they leave the warehouse.


Video Tutorials:


What is a Material?

Materials are items you want to track individually as they move through your inventory and jobs.

Use Materials when:

  • You need to track quantities across warehouses, trucks, and jobs

  • Items are sold or used on specific jobs

  • Techs need to move, transfer, or consume the item themselves

  • You want usage to show up clearly in reports

Key behavior:

  • Materials can be transferred between locations (warehouse ↔ truck)

  • Materials can be added to jobs

  • Materials can be marked as used/consumed through activity

  • Inventory is always tracked at the location level


What is a Consumable?

Consumables are a material type in Ply for managing non-stock inventory — items used in the field that don't need to be tracked at the job level. Think of stuff like:

  • Wasp spray

  • Shop towels

  • Booties

  • Primers

  • Pipe thread compound

They're small, often cheap, and used all the time, but you still want to know how much you've got, where it is, and when to restock.

Consumables are:

  • Ordered to the warehouse

  • Transferred to trucks

  • Consumed in the field (not billed to jobs)

  • Tracked only at the warehouse level

They don't clutter your job invoicing or materials list, but you still get visibility and control over usage, transfers, and replenishment.

Key behavior:

  • Consumables are replenished from the warehouse

  • Techs can request more consumables, but cannot mark them as consumed

  • Once issued, consumables are not actively tracked at the job level


Key Differences at a Glance

Feature

Materials

Consumables

Tracked on jobs?

✅ Yes

❌ No

Show up on invoices?

✅ Yes

❌ No

Require consumption tracking?

✅ Yes

❌ No

Used frequently in the field?

⚠️ Sometimes

✅ Absolutely

Auto-replenishment support?

✅ Yes

✅ Yes

Tracking level

Warehouse, truck, and job

Warehouse only


Which Should I Use?

If you want techs to:

  • Track usage per job

  • Move items between locations

  • Mark items as consumed

→ Use Materials.

If you only need to:

  • Restock items regularly

  • Avoid tracking usage after issuing

→ Use Consumables.

If you're unsure which fits your workflow, our Support team is happy to help you decide.


Where to Manage Consumables

Dedicated Consumables tabs live in:

  • Catalog > Consumables → View all consumables in your system

  • Stock > Warehouse > Consumables → Track consumables in your warehouse

  • Stock > Fleet > Consumables → See what's been transferred to trucks

Kept separate from Materials so your workflows stay clean and organized.


How to Create a Consumable

  1. Go to Catalog > Consumables

  2. Click "Add Consumable"

  3. Fill in the details: Name, item number, description, unit of measurement, cost, tags

  4. Assign it to a location: add it to a warehouse

  5. Set min/max quantities for auto-replenishment

  6. Generate a barcode

  7. Click Save to warehouse

💡 Setting min/max quantities allows Ply to automatically add the item to your replenishment list when it’s running low.


Transfer Consumables to Trucks

Once created, you can transfer consumables from a warehouse to a truck. Once on a truck, they're considered consumed — no individual usage tracking needed.

How to transfer:

  1. Go to Stock > Warehouse > Consumables

  2. Select the consumable(s)

  3. Click Transfer

  4. Choose the truck and enter quantity

  5. Hit Confirm

Check Stock > Fleet > Truck > Consumables Tab to see what's onboard.


Replenishment & Purchase Orders

Replenishment:

  • Set Min/Max values per warehouse

  • When stock falls below min, Ply adds the item to your Replenishment List

  • Replenishment happens at the warehouse level only, not from trucks

Creating a PO with Consumables:

  1. Go to Catalog > Consumables

  2. Select item(s) → click Create Purchase Order

  3. Choose a supplier, required date, and ship-to warehouse

  4. Confirm quantities (based on min/max logic)

  5. Click Create PO

Your PO will include both materials and consumables in separate sections ✅


Other Key Features

  • Barcodes: Print or generate new ones for easy tracking

  • Bulk actions: Edit, delete, or transfer multiple items at once

  • Mobile support: Field techs can view + transfer consumables if permissions allow

  • Permissions: Admins can control who sees or moves consumables

  • Reporting: Export consumables from Consumables > Export Catalog


Can I Move a Material to a Consumable?

Yes. You can migrate a Material into a Consumable directly from the Catalog:

  1. Go to Catalog

  2. Expand the material using the arrow on the right

  3. Click the three dots

  4. Select Create a consumable

This pulls in the existing material details so you don't need to re-enter them. After creating the consumable, you'll need to manually delete the original material.

Note: Materials can only be migrated one at a time. For large migrations, send a list to Support and our Data team can assist.


Can I Move a Consumable to a Material?

There isn't currently a single-click option to convert a consumable into a material. To do that:

  1. Export your consumables as a spreadsheet (Excel or CSV) from Catalog > Consumables > Export catalog

  2. Prepare the exported file so column headers match the materials import template

  3. Upload the consumable list as materials using Catalog > Materials > Bulk Upload/Update

  4. After importing, delete the original consumables to avoid duplicates


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