When setting up an Inventory Count in Ply, you have three different ways to select the materials you want to include. Here’s a step-by-step guide to help you choose the best option for your workflow:
1️⃣ Option 1: Select Specific Materials Only
If you want to include only a few specific materials, follow these steps:
- Set up the basics of the Inventory Count (Location + Assignee + Dates).
- Check the box for "Show Additional Settings."
- Do not select anything under the "All Items" tab.
- Go directly to the Custom List tab and select the materials you want to count.
- Save your Inventory Count.
✅ This way, only the materials you manually selected will be included in the count.
2️⃣ Option 2: Select an Entire Category
If you want to include all materials under a specific category:
- Set up the basics of the Inventory Count (Location + Assignee + Dates).
- Check the box for "Show Additional Settings."
- Go to the "All Items" tab.
- Select the category you want.
- Save your Inventory Count.
✅ This will automatically include all materials assigned to the selected category.
3️⃣ Option 3: Select a Category + Add Extra Materials
If you need to include an entire category plus some additional materials:
- Set up the basics of the Inventory Count (Location + Assignee + Dates).
- Check the box for "Show Additional Settings."
- From the "All Items" tab, select the category you want.
- Then, go to the Custom List tab and select any extra individual materials.
- Save your Inventory Count.
✅ This method will include all materials from the selected category plus any extra materials you manually add.
Tips to Avoid Common Mistakes 🚀
- If you only want to count specific materials, make sure no category is selected under the "All Items" tab.
- Always double-check your selections before saving.
- If unsure, reviewing the videos linked above can help clarify the process quickly.
If you need additional help setting up your Inventory Count, feel free to reach out — we’re here for you! 🙌