Stock & Fleet Management
Stock & Fleet Management
30 articles
Stock Tab: Warehouses VS TrucksLearn how Ply organizes your inventory across fixed warehouse locations and mobile truck stock; and how each one supports your team's workflow from the warehouse floor to the field.
Transferring Materials
What's the best way to add items to my Trucks?There are four ways to load materials onto a truck in Ply. This guide walks you through each one and helps you pick the right option for your situation.
Do materials and tools reappear in my catalog when a job ends?Short answer: tools, yes, automatically. Materials, no; you need to transfer them back manually. Here's exactly how each one works.
Flat rate pricing in Ply: How to make it work with KitsPly doesn't have native flat rate pricing yet, but Kits are a proven workaround that many companies are using today across ServiceTitan, Housecall Pro, and Jobber.
How to update stock items consumed for internal useWhen materials are used by your company, not for a customer job; here's how to properly log that consumption in Ply so your stock counts stay accurate and your reports…
How to Use Field Requests for Truck Inventory and ReplenishmentField Requests let techs flag what their truck needs; and give managers a clean workflow to order or restock those items without any back-and-forth.
Serialized MaterialsTrack high-value items unit by unit; know exactly which serial number is in which location, on which job, and who installed it.
Stock TemplatesBuild a standard truck setup once; then apply it to every new vehicle in seconds. No more manually adding materials one by one per truck.
Ply Barcode Lookup: Why the Scanned Code Doesn't Appear as a UPCWhen you use Ply Barcode Lookup to scan an item and add it to your catalog, you might expect the scanned code to automatically appear in the UPC field of…
How to create and manage Cycle Counts in Ply 📊Regular cycle counts keep your stock data trustworthy; catch discrepancies early before they turn into costly surprises at reorder time.
Non-Replenishable MaterialsControl which materials Ply automatically flags for reordering; and which ones you're intentionally running down or phasing out.
How to replace Ply barcodes or add your own 🔁Use manufacturer barcodes, your own custom codes, or Ply's auto-generated labels, whatever fits your workflow. Here's how to manage them all.
How to transfer or adjust quantities without scanning a barcodeMove materials between locations, assign them to jobs, or correct quantities directly from the app; no barcode is required.
How to select materials for an inventory count in Ply?A deep-dive into Ply's material selection options so you always count the right things at the right time with the right scope.
Do you want to do a paper-based inventory count? Here’s why cycle counts are a better option.We get it; paper feels familiar, fast, and simple. But before you print that spreadsheet, here's what actually happens when you count on paper and why Ply's cycle counts get…
Understanding Picklist Statuses in Ply 🗂️Every picklist moves through a series of statuses from creation to fulfillment. Knowing what each one means, and what to do at each stage, keeps your materials moving without bottlenecks.
Regular Transfers vs. Pick Lists 🔄Ply gives you two ways to move inventory, each built for a different kind of operation. Here's how to know which one to reach for.
Critical items listYour command center for low-stock alerts. See everything that needs reordering across all your locations; and take action in one place.
Rolling Replenishment🔁Automatically restock your trucks on a schedule; no manual tracking, no spreadsheets, no forgetting. Ply watches usage and creates picklists for you.
Add materials from a Template to an existing LocationAlready have a template built? Apply it to any existing truck or warehouse in a few clicks; add all materials or just the ones you need.
Hide Location Prefixes (A/B/L/B)Control whether Ply shows Aisle, Bay, Level, and Bin labels on your stock locations; or displays just the numbers. A simple display toggle with a big impact on how your…
Price Lock: Control who can see and edit prices.Decide exactly which roles can view or edit your cost data. Keep business costs private from techs, give managers full access, or any combination in between.
Location Templates: Apply Materials with Flexible Options (Quantities, Min/Max, Barcodes and More)When applying a template to an existing location, choose exactly what to bring in, quantities, min/max, barcodes, and position labels without touching what's already working.
AI Field Requests for Technicians 🤖Techs text or call a Ply phone number to request materials. The AI processes the message and creates a Field Request instantly: no app, no login, no friction.
How Inventory Location Response works in PlyWhen materials are added to a job, Ply needs to decide where to deduct them from; a technician's truck or the warehouse. Here's exactly how that decision is made and…
How to Bulk Update Stock levels in PlyUpdate quantities, min/max thresholds, barcodes, and positions across an entire location at once; by downloading a spreadsheet, editing it, and uploading it back.
How to replicate materials from a Warehouse to a Truck using Stock templatesCopy your entire warehouse inventory list to a new or existing truck in four steps; create a template from the source, then apply it to the destination.
How to print Barcodes by Category from a Truck: Print Inventory Log.The Print Inventory Log generates a clean, category-organized PDF of all materials on a truck; including barcodes, SKUs, quantities, and images; perfect for physical audits and field reference.
Decimal quantities on Purchase Orders 🔢Order and receive materials in fractional amounts, like 2.5 ft of copper tubing or 0.75 lbs of solder, without rounding up to the nearest whole uni