Movement Reporting helps you track how materials moved across your locations and why the quantity changed during a specific time period.
This report is great for answering questions like:
- “Why did this item’s quantity change?”
- “Did it move between locations?”
- “Was it added through a PO?”
- “Was it adjusted, reconciled, or consumed?”
What you’ll see in Movement Reporting
Go to Reports → Movement Reporting.
The report has two main sections:
1) Movement Summary (Chart)
At the top, you’ll see a chart that gives you a quick overview of material activity for the date range you selected.
This helps you spot trends like:
- lots of adjustments this week
- a spike in PO item adds
- increased consumption over time
2) Movement Table (Detailed list)
Below the chart, you’ll see a table with the full list of movement events. Each row represents a movement entry for a material, including:
- Material name
- Item number
- Variation (if applicable)
- Location Name FROM / TO
- Location Address FROM / TO
- Quantity (QTY)
- Move reason
- Date
- Client cost (per item + total)
- Business cost (per item + total)
This is the best section to use when you’re trying to understand exactly what changed.
Date range (very important)
At the top right, select the date range you want to review.
You can choose quick options like:
- Today / Yesterday
- This week / Last week
- Last 30 days
- Last 3 / 6 / 12 months
Then click Confirm.
Filters (to narrow down the report)
Click Filters on the top right to focus on exactly what you need.
Filter by Location
Use this when you want to review movements for a specific:
- warehouse
- truck/van
- job location
Filter by Move Reason
Use this when you only want to see certain types of activity, like:
- PO Item Add
- Adjustment
- Reconciled
- Consumed
- Restocked
- etc.
This is especially helpful if you’re troubleshooting a specific inventory issue.
Understanding the “FROM” and “TO” columns
In the table (and in exports), you’ll see:
- Location Name FROM
- Location Address FROM
- Location Name TO
- Location Address TO
These fields help you understand where the material was moved.
Quick rule of thumb:
- If you see a FROM + TO, it usually means the material was moved between locations.
- If those fields are blank or don’t look like a transfer, it may be an inventory event like a reconciliation or quantity update, depending on the Move Reason.
Exporting the report
To download the report, click Export as… and choose:
- Excel
Exports are helpful if you want to:
- review movements with your team
- sort/filter data outside of Ply
- keep a record for internal tracking
What this report can (and can’t) show
✅ Movement Reporting CAN show:
- which materials were involved
- the quantity that changed
- the reason the movement happened (Move Reason)
- the location involved (FROM / TO)
- the date of the movement
- client and business costs
❌ Movement Reporting DOES NOT show:
- who performed the action (no user/employee column)
- the exact “on hand” before/after snapshot in the report view
Common Move Reasons you’ll see
Here are a few of the most common ones:
PO Item Add
Material was added through a Purchase Order.
Adjustment
Quantity was manually updated.
Reconciled
Material was updated as part of PO reconciliation.
Consumed / Sold
Material was used or removed from stock.