Learn 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.

Stock Tab: Warehouses VS Trucks

Transferring Materials

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.

What's the best way to add items to my Trucks?

Short answer: tools, yes, automatically. Materials, no; you need to transfer them back manually. Here's exactly how each one works.

Do materials and tools reappear in my catalog when a job ends?

Ply 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.

Flat rate pricing in Ply: How to make it work with Kits

When 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 update stock items consumed for internal use

Field 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.

How to Use Field Requests for Truck Inventory and Replenishment

Track high-value items unit by unit;  know exactly which serial number is in which location, on which job, and who installed it.

Serialized Materials

Build a standard truck setup once; then apply it to every new vehicle in seconds. No more manually adding materials one by one per truck.

Stock Templates

When 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…

Ply Barcode Lookup: Why the Scanned Code Doesn't Appear as a UPC

Regular cycle counts keep your stock data trustworthy; catch discrepancies early before they turn into costly surprises at reorder time.

How to create and manage Cycle Counts in Ply 📊

Control which materials Ply automatically flags for reordering; and which ones you're intentionally running down or phasing out.

Non-Replenishable Materials

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 replace Ply barcodes or add your own 🔁

Move materials between locations, assign them to jobs, or correct quantities directly from the app; no barcode is required.

How to transfer or adjust quantities without scanning a barcode

A deep-dive into Ply's material selection options so you always count the right things at the right time with the right scope.

How to select materials for an inventory count in Ply?

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…

Do you want to do a paper-based inventory count? Here’s why cycle counts are a better option.

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.

Understanding Picklist Statuses in Ply 🗂️

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.

Regular Transfers vs. Pick Lists 🔄

Your command center for low-stock alerts. See everything that needs reordering across all your locations;  and take action in one place.

Critical items list

Automatically restock your warehouse or truck on a schedule; no manual tracking, no spreadsheets, no forgetting. Ply watches usage and creates picklists for you.

Rolling Replenishment🔁

Already 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.

Add materials from a Template to an existing Location

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…

Hide Location Prefixes (A/B/L/B)

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.

Price Lock: Control who can see and edit prices.

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.

Location Templates: Apply Materials with Flexible Options (Quantities, Min/Max, Barcodes and More)

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.

AI Field Requests for Technicians 🤖

When 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 Inventory Location Response works in Ply

Update 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 Bulk Update Stock levels in Ply

Copy 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 replicate materials from a Warehouse to a Truck using Stock templates

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.

How to print Barcodes by Category from a Truck: Print Inventory Log.

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

Decimal quantities on Purchase Orders 🔢

Once your equipment exists in Ply, learn how to track each unit, send equipment to jobs, mark it as installed, and transfer it between locations.

Tracking and Moving Equipment in Ply

Stock & Fleet Management

Log In

Our Website

Facebook Community

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search and ask

Find guides, answers, and references.

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Reading along with you

English

Español

linear-gradient(to bottom right, #355f51,#458F79)