How to Manage Serialized Materials in Ply: A Simple Guide 😎📦

Add Serialized Materials to Your Catalog 📦

1. Go to the Catalog:
• Navigate to the Catalog section in Ply.

2. Create or Open a Material:
• Click the three dots (⋯) next to the material or create a new one.

3. Enable Serialization:
• Click Edit and check the box for “Material Serialized”.

4. Adjust Serial Numbers to materials in Stock Locations 🏢
• Go to the Stock Location: Navigate to the location (Warehouse/Truck) where the material is stored.
• Locate the material and click the three dots (⋯) > Edit Availability.
• Add or adjust the serial numbers in the inventory.
• Click Save to confirm.

Assign Serialized Materials to a Job 🔄💼

1. Go to the Jobs Section:
• Navigate to the Jobs tab and open the desired job.

2. Add Items to the Job:
• Click on Add Items within the job.

3. Select the Location:
• Choose the location (Warehouse/Truck) where the material is stored.

4. Select the Serialized Material:
• Search for the material and select it.

5. Confirm the Serial Number:
• Choose the correct serial number associated with that material.

6. Save the Changes:
• Click Save to confirm the addition of the serialized item to the job.

✅ Why Use Serialization?

• Easily track specific items by serial number.

• Prevent errors by ensuring the right item is assigned to the right job.

• Maintain accurate stock counts across multiple locations.

Watch the Video Guide 🎥👀