🛠️ 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.
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 firstname.lastname@example.org 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.
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.