When to Use This
Use this when you want to move a standard set of materials from one location to another, for example, restocking a truck or prepping materials for a job, without building the pick list item by item. The template gives you the starting list; you decide what goes in and how much.
If you haven't built a template yet, see Creating a Stock Template & Applying It to New Locations first. If you want to add template materials directly to a location's stock instead of picking them, see Applying a Template to an Existing Location.
š Heads up: The Template feature is currently only available on the web version of Ply. It is not yet supported on the mobile app.
How to Create a Pick List from a Template
Go to the Stock tab
Click the Templates tab
Open the template you want to use
Select the materials you want to include, check individual items, or use Bulk select to select the entire template
Click Create pick list
In Step 1 ā Pick List Information, fill in the details and then Click Next step
In Step 2 ā List of Materials, review the materials from the template:
Adjust quantities in the Select Qty column using ā/+ or by typing a value
Click Add note to leave a note on an item
Click the šļø icon to remove an item from the pick list
Use Search and add materials to add items that aren't in the template
Click Next to go through the Equipment, Kits, and Consumables tabs. Search and add any items you need, or leave them empty
Click Save and Add Pick List
If any items need attention, fix them in the pop-up and click Done
Confirm by clicking Save and Add Pick List again
Click Show Pick list to open your new pick list
ā ļø If the quantity you select is higher than what's available at the From location, Ply shows a warning on that item with how many units you'll need to order, for example, "You have exceeded the number of materials at this location, you will need to order 16 additional materials." You can still create the pick list.
Full Template vs. Specific Items
| Full Template | Specific Items |
How to use | Click Bulk select, every material in the template is selected | Check the boxes next to the items you want |
When to use | You want to pick the entire standard template | You only need part of the template |
Example | Restocking a truck with its full standard setup | Prepping a few items for a specific job |
š” The checkbox in the header row only selects the materials on the current page. To select every material in the template, use Bulk select, the counter at the top shows the total (e.g., 229 items selected). Click Exit Bulk Select Mode to cancel.
Items Requiring Attention
When you click Save and Add Pick List, Ply checks every item. If any have a quantity of 0 or a serial number issue, the Items Requiring Attention pop-up opens and flags them, for example, "Please select quantity greater than zero."
Option | What it does |
Enter a quantity | Set a quantity greater than zero to keep the item on the pick list |
šļø (trash icon) | Removes that one item; confirm with Remove |
Remove All | Removes every flagged item at once |
Once all flagged items are fixed or removed, click Done to continue.
After the Pick List Is Created
You'll see a Your Pick list has been created confirmation. If any materials exceed the available stock at the From location, it lists them with the Qty Needed and Price (Client/Cost) so you know exactly what to order. Click + Show all materials to see the full list.
Click Show Pick list to open it. The pick list shows its destination, total quantity, and list of materials. If items need to be restocked, it's tagged Need Refill.
You can find all your pick lists anytime under Stock ā Pick Lists.
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