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Adding materials for the first time

🔎 When you’re ready to onboard your inventory into Ply, the process is designed to be as smooth as possible. Ply offers a range of methods to suit different business needs and preferences for the initial intake of materials:

Bulk Uploading

  • Template Assistance: Ply provides a template for you to compile and enter your inventory data during the onboarding process. This method is efficient for large volumes of materials.
  • Data Migration Support: If you have an existing database, Ply can assist with the migration process to ensure your data is transferred accurately.

Manual Auditing

  • Barcode Scanning: Utilize Ply’s materials intake flow to scan barcodes directly into the system at your warehouse or truck locations.
  • Detail Entry: For items without barcodes or for additional details, manually enter the material specifics into your catalog.

Using the Ply Catalog

  • Pre-filled Materials Database: Ply’s extensive database allows you to quickly add pre-existing material details to your catalog, which can then be assigned to your stock.

Ply Auditing Services

  • Onsite Assistance: Ply offers professional auditing services where a specialist can come to your location to perform the initial audit.
  • Setup Services: The specialist can also help set up your Ply system to ensure everything is ready for seamless operation.

FSM Software Integration

  • Seamless Integration: Connect Ply with FSM and accounting software such as ServiceTitan, Housecall Pro, QuickBooks, Xero, and Freshbooks for direct data import.
  • Automated Sync: This connection can automate the intake process by syncing your existing materials and financial data with Ply.

Getting Started

  1. Determine Your Approach: Decide which method of intake works best for your business needs.
  1. Prepare Your Data: Gather all necessary information on your materials to ensure a comprehensive inventory intake.
  1. Contact Ply: Reach out to your customer success manager or email hi@getply.com for templates, assistance, or to inquire about Ply’s auditing services.
  1. Implement: Execute the chosen intake method with the support of the Ply team.
 

Remember, Ply is there to support you every step of the way, from planning through execution, to ensure your materials intake process is efficient and sets you up for ongoing operational success.

 
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