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What types of data is synced and requested through Ply?

Here are some of the common data types that would be synced and requested through Ply:

Project-Related Data:

  • Job Details: Information about specific jobs, including job names, descriptions, customer details, and scheduled dates.
  • Project Status: Updates on the progress and current status of projects.

Financial Data:

  • Pricing Information: Cost details for materials and services.
  • Invoices and Payments: Records of invoices generated, payments made and received, and due dates for accounts payable and receivable.
  • Credit Information: Data used for underwriting and credit checks, often sourced through banking integrations.

Inventory Data:

  • Stock Levels: Current inventory levels in warehouses and on trucks.
  • Material Usage: Information on how materials are being used within various jobs.
  • Replenishment Needs: Data regarding inventory that needs to be reordered.

Supplier Data:

  • Vendor Lists: Information on suppliers, including contact details and performance metrics.
  • Bid Details: Specifics of bids from suppliers for various RFQs.

User and Account Data:

  • User Permissions and Roles: Details about the users, their roles within the platform, and what they are authorized to do.
  • Account Settings: Preferences and settings for each business account, which could include notification preferences and other customizable features.

Order and Procurement Data:

  • RFQs: Details of all requests for quotes, including specifications and requirements.
  • Purchase Orders: Information on orders placed, pending orders, and historical order data.

Syncing with FSM and Accounting Software:

  • API Data: Data exchanged through API keys for integrations with FSM tools.
  • Financial Transactions: Synced financial records from accounting platforms like QuickBooks, Xero, or FreshBooks.

Ply's data syncing capabilities ensure that all these different types of data remain consistent across the platform and any integrated systems. This data exchange is crucial for businesses to maintain accurate records, make informed decisions, and streamline their operational workflows.

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