📊 How to Create and Manage Cycle Counts in Ply

🧭 Step-by-step: Setting Up a Cycle Count

1. Start from the web app

• Go to the Stock tab → Stock Level

• Click into the Inventory Count section

• Hit “Create New Count” to get started

2. Fill in the basics

• Location – Where the count will happen

• Assignee – Who will do the counting

• Start & End Dates – The window for completing the count

• Frequency – How often this count should repeat (e.g. monthly, every 3 months)

3. Dive into Additional Settings (optional but powerful)

• Selection Method:

Choose how Ply should pick materials to count:

• Random → A random sample of materials
• By Activity → Based on recent activity

Then, pick what percentage of materials should be included.

• Cost Range Filter:

Enable this to only count materials within a specific cost range.

• Category Filter:

Want to count just one category of items? You can do that here too.

• Position Filter:

Toggle between:

• Only materials with positions
• Or include materials without positions too

🧩 Choosing Specific Materials to Count

1️⃣ Specific materials only

• Fill out the basics (Location, Assignee, Dates)

• Open Additional Settings

• Skip the All Items tab

• Use the Custom List to select individual materials manually

2️⃣ Entire category

• Fill out the basics

• Open Additional Settings

• Use the All Items tab to pick a category
 

3️⃣ Category + extra materials

• Start with the basics

• Select a category in All Items

• Then go to the Custom List to add a few extras

• Save everything together 🚀

📱 What about the mobile app?

• Open the count in the Ply mobile app

• See exactly which materials to count

• Enter the quantities

• Submit the count when done

🎥 Watch the video!