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Catalog

Build & Manage Your Catalog

Quick Start Guide - Upload

Keep your catalog fresh and up to date — bulk upload new materials, updates, or supplier data in one go.

Here’s How to Bulk Upload/Import your Materials

Upload any PDF or Excel document and Ply's AI automatically extracts materials and adds them to your catalog.

Here's How to Upload Documents to Extract and Add Materials

If items were set up as the wrong type (consumables that should've been materials, materials that are really tools) you can reclassify them in bulk instead of recreating each one…

How to Convert Items Between Materials, Consumables, Tools and Equipment

When doing a bulk upload of materials in Ply, you might run into an error related to the Supplier and Supplier UPC columns in the template.

Error: Supplier UPC is required when Supplier is provided

How to Resolve and Prevent Duplicates with Bulk Upload

Error: Some materials with the same names or item numbers already exist in the catalog.

Upload a file with new materials, materials you need to update, or a mix of both. Ply’s AI matches each item to your catalog and lets you choose what to…

Update Catalog from File: Match, Update, or Create Materials in One Upload

Get your materials into Ply. Your guide to uploading, importing, and troubleshooting.

Add Materials to Your Catalog

Keep your Ply catalog accurate and up to date. Learn how to bulk update your existing materials, edit prices and details in one pass, and troubleshoot common update errors like…

Quick Start Guide - Update

Make large-scale changes to your catalog in minutes — download, edit, and upload back into Ply.

How to Use Bulk Update to Edit Your Catalog in Ply

You can update all your material costs at once, both Cost to Client (markups) and Cost to Business, by applying a global percentage increase or decrease directly from your Catalog.

Adjust All Costs at Once Using Global Price Editing

Learn How to Update your Materials info Here

Keep Your Materials Up to Date

Learn the difference between your Catalog and your Stock, and understand what information lives in each one.

Catalog VS Stock

Learn the difference between Tags, Categories, and Folders in Ply, and how each one helps you organize your materials.

What's the difference between Folders, Tags, and Categories?

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

Materials vs Consumables in Ply

Learn what custom fields are in Ply and how to create and use them to track extra item details beyond the standard fields.

What Are Custom Fields and How Do You Use Them in Ply?

Understand the basics of how your catalog works in Ply.

Catalog Fundamentals

How to Manage Bins, Aisle, Bays and Level Locations?

You can add one or multiple UPC codes to a material - one per supplier. This is useful when different suppliers use different codes for the same item.

Supplier UPC Codes in Ply: What They Are & How to Add Them

Set up custom units of measurement for your materials (like each, box, or pallet), and use Multi UoM to define conversions between them — so you can, for example, order…

Units of Measurement & Multi UoM in Ply

Learn how to create and manage kits to bundle multiple materials or tools into a single package for easier ordering and distribution.

Kits

Step-by-step instructions for assigning a category to a material in Ply's Catalog.

How to Add a Category to a Material

Learn how to create and manage variants in Ply to offer multiple options—like size or color—for a single item under one main product.

How to Create and Manage Variants in Ply

Learn how to view, search, sort, and filter your tools by location, job, assignment, or status from the Catalog.

Tools

Add a single material to your Ply catalog without using bulk upload, ideal for quick, one-off additions.

How to Add a Material Manually (One by One)

Keep your catalog clean and complete: find duplicates, fill in missing details like brand, description and image, and stay up to date with a weekly scan. Whether you already use…

Catalog Cleanup: Enhance & Dedupe

Learn how to organize and add information to your materials.

Setting Up Your Materials

A breakdown of the different cost types in Ply, what each one means, how to set them up, and how they relate to one another

Understanding Costs in Ply: Cost to the Client, Cost to the Business, and Supplier Price

Understand how Ply tracks inventory that was purchased at different prices, and choose how that cost shows up in your catalog.

Cost Layers: Tracking Different Purchase Costs for the Same Material

Master the different cost types in Ply and how they work

Understanding Costs

Deactivate materials you no longer need instead of deleting them - keep your catalog clean while preserving history and traceability, with the option to restore anytime

Activating and Deactivating Materials

Learn how to merge duplicate materials in Ply by transferring info to one record and removing the other.

How to Manually Merge Duplicate Materials

Materials Merge has been one of our most requested features, and it's finally here. It lets you combine two materials in your catalog into a single item, handy for cleaning…

How to use Ply Materials Merge

Ply requires item numbers to be unique across your catalog, so no two materials can share the same one.

Error: Item Number Already Exists

Deleting items in bulk is a new feature that simplifies catalog management.

How to Delete Items in Bulk

Maintain your catalog by managing duplicates, merging items, and removing what you don't need.

Keeping Your Catalog Clean

Learn how to quickly export your Ply catalog to an Excel file, making it easy to manage and analyze your data!

How to Export Your Full Catalog

This guide walks you through how to export your full catalog from Ply and organize it by location using a spreadsheet. This is especially helpful if you want to review…

How to Export and Organize Your Catalog by Location in Ply

You can now create your own reasons for inventory movements instead of choosing from a fixed list.

Customizing Stock Movement Reason Codes

Export your catalog data and organize it by location

Exporting & Reporting 

Learn what Equipment is in Ply, how it differs from materials, and how to create a new equipment item step by step.

Creating Equipment in Ply

If you added your equipment as materials before Ply had a dedicated Equipment section, here's how to move those items over and clean up your catalog.

Cleaning Up Equipment That Was Previously Added as Materials

Add equipment in bulk from a file instead of creating units one at a time.

How to Bulk Upload Equipment

How to create and manage equipment items in your catalog.

Equipments Feature

Step-by-step instructions for printing barcodes from the Ply web app or mobile app.

Printing Barcodes

Learn how to scan a receipt in Ply to quickly add materials and inventory to a job or location, right from your phone or computer.

Scanning Receipt Feature

Learn how to quickly print multiple labels from your mobile device using a Brother portable printer - in just a few taps.

How to Bulk Print Labels on Mobile

How to set up UPC codes, print barcodes, and scan receipts into inventory.

Barcodes & Scanning

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