Assigning materials to a job in Ply is simple and can be done in multiple ways. Whether you’re working from the Jobs tab, your Stock list, or the Ply app, here’s a step-by-step guide to help you get it done efficiently.
✅ Method 1: Assigning Materials from the Jobs Tab
1️⃣ Go to the Jobs tab on the left-hand side.
2️⃣ Click on a specific job you want to add materials to.
3️⃣ Look for the green “Add Location” box and click it.
4️⃣ Select a material from a specific location (e.g., a truck) if you know it’s already there.
5️⃣ Choose the materials you’d like to add and select the quantity.
6️⃣ (Optional) Adjust the price if needed.
7️⃣ If the material has a serial number, select the one you’d like to use.
8️⃣ Click Save, confirm the changes, and the materials will now be added to the job.
✅ Method 2: Assigning Materials from Your Stock Locations (Warehouses / Trucks)
If you're in the warehouse and need to assign materials from stock, follow these steps:
1️⃣ Go to your Stock tab.
2️⃣ Select the materials you want to assign.
3️⃣ Click Transfer.
4️⃣ Instead of choosing a Location, switch the transfer type to Job.
5️⃣ Select an Active Job or even a Finished Job (if materials were used but not previously recorded).
6️⃣ Search for the correct job.
7️⃣ Adjust the quantity, price, or reason for the transfer if needed.
8️⃣ Click Transfer and confirm.
9️⃣ Check the job to ensure the materials have been successfully added.
✅ Method 3: Assigning Materials via the Ply App
📱 Prefer to do this on the go? No problem! You can assign materials using the Ply app, just like you would on the desktop version.
✅ The process is the same, and any permission level—Admin, Technician, Manager, or Member—can do it.
🚀 Wrapping Up
Ply gives you flexibility when assigning materials to jobs, whether from the Jobs tab, Stock List, or mobile app. Choose the method that works best for you and keep your inventory accurate and up to date!
Need more help? Reach out to our support team or check out our Help Center for more guides like this. Here is a video for you to check out:
🔄 Transferring Unused Materials Back to Warehouse or Truck 🚚
If you have materials that weren’t used for the job, no worries! 🙌 They can be easily transferred back to a warehouse or truck. Employees can scan and transfer items, but remember, they can only transfer to locations they’re assigned to. 📦👷♂️
