🛠️ Ply’s catalog feature streamlines the management of material details, cost analysis, and barcode tracking. Here's how you can add and edit materials in your Ply catalog:
Sync with Your FSM
- Integrated Catalog: Connect Ply to your Field Service Management (FSM) system to import your materials list. This creates a continuous bi-directional sync, ensuring your catalog is always up-to-date with job details and material requirements from your FSM.
![Notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2Fdb8ce224-8675-4d87-8159-04adc3301a6f%2Fa1175356-97d3-49bf-8034-6de1c69a6fc5%2Fconnect.gif?table=block&id=3c980c27-82a4-4e3d-8504-28533601ae96&cache=v2)
Bulk Upload Materials
- Template Upload: Ply supports bulk uploading of materials using a CSV template. This is efficient if you have a large inventory.
- Contact for Template: To use this method, reach out to your customer success manager or send a request to hi@getply.com to obtain the CSV template and instructions.
Manually Add Materials
- Individual Entry: Materials can be added one at a time using Ply’s web or mobile application. This method is useful for on-the-fly additions or when managing a smaller catalog.
Steps for Manual Addition
- Navigate to Catalog: From the home dashboard, click on 'Catalog' to view your existing materials list.
- Add New Material: Look for an option to add a new material, which might be indicated by a '+' icon or a button labeled 'Add New' or similar.
- Enter Material Details: Fill out the form with all necessary details about the material, such as name, description, unit cost, and any other relevant information.
- Save the Material: After entering the details, save the new material to add it to your catalog.
- Edit as Needed: If you need to make changes to material information, you can do so by selecting the material from the catalog list and updating the required fields.
![Notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2Fdb8ce224-8675-4d87-8159-04adc3301a6f%2Ff784b4a7-a493-4b4e-88d1-1140f0b315e7%2Fmanual.gif?table=block&id=91cd2ab9-3a5f-415d-82c3-ce8fa6267aee&cache=v2)
By maintaining a well-organized materials catalog in Ply, you can ensure accurate costing, efficient stock management, and streamlined order processing, enhancing overall operational efficiency.