Rolling Replenishment helps you automatically generate picklists based on what your technicians used from their trucks. This makes it easy to restock trucks daily (or on a schedule) without manually tracking what was used.
What is Rolling Replenishment?
Rolling Replenishment is an automation that creates a Picklist for a truck based on materials that were deducted from that truck.
For example:
- A tech uses 5 units of a material from their truck
- That material is deducted from the truck inventory
- Rolling Replenishment will generate a picklist to restock those 5 units
This is designed to help you restock the truck consistently based on real usage.
Where to find Rolling Replenishment
Rolling Replenishment is configured from: Settings → Automations → Rolling Replenishment
From there, you can:
- Connect trucks to Rolling Replenishment
- Choose where the truck is replenished from (Source Warehouse)
- Set frequency (Daily/Weekly/Monthly/Custom)
- Choose how the replenishment is calculated (Usage vs Min Settings) Usage: Replenishes the net amount used since the last update. It calculates the difference between materials consumed and those already restocked. Min Settings: Replenishes materials whenever their current stock level falls below the defined minimum threshold for this location.
Before you start (important requirements)
To ensure Rolling Replenishment works correctly:
✅ The technician must have materials in their truck (with stock available)
✅ The technician must be assigned to the truck
✅ Materials must actually be deducted from the truck (usage/transfer to job/etc.)
If the truck has no materials, or nothing was deducted, Rolling Replenishment won’t generate anything.
Step 1: Add a truck to Rolling Replenishment
- Go to Settings → Automations → Rolling Replenishment
- Click Add Truck
- Select the Source Warehouse
- This is the warehouse that will replenish the truck
- Select the Truck you want to connect
Step 2: Choose your settings
Create Pick List
This means Ply will generate a picklist automatically for the truck based on the logic you choose.
Strategy: Usage vs Min Settings
You’ll see two strategy options:
Usage
This generates replenishment picklists based on materials deducted/used from the truck.
Best for:
- Daily restocking workflows
- Companies that want trucks replenished based on actual usage
- Usage: Replenishes the net amount used since the last update. It calculates the difference between materials consumed and those already restocked.
Min Settings
This generates replenishment picklists based on minimum stock thresholds.
Best for:
- Keeping trucks above a minimum stock level at all times
- Restocking “standard truck inventory” regularly
- Min Settings: Replenishes materials whenever their current stock level falls below the defined minimum threshold for this location.
Step 3: Set the schedule
In the Replenishment Schedule, choose how often Ply should generate the picklist:
- Daily
- Weekly
- Monthly
- Custom Frequency
Then select:
- Time (when the automation should run)
- Schedule Start Date
Once saved, picklists will be generated automatically based on the schedule.
Step 4: Confirm
Click Confirm to save the automation.
Once enabled, your truck will appear in the Rolling Replenishment list with:
- Linked location
- Frequency
- Strategy
- Rolling Repl toggle enabled
Managing existing trucks
Once a truck is connected, you can click the three dots (⋯) to:
Edit Replenishment Settings
Use this to change:
- Schedule (daily/weekly/etc.)
- Strategy (Usage/Min Settings)
- Start date/time
Process Now
This will run Rolling Replenishment immediately (without waiting for the scheduled time).
Delete
This removes Rolling Replenishment from that truck.
What does “Process Now” do?
When you click Process Now, Ply will immediately generate the rolling replenishment picklist for that truck right away, even if it’s not time for the scheduled run yet.
This is helpful if:
- You want to test the setup
- You want to generate the picklist early
- You don’t want to wait until the scheduled time
You’ll see a confirmation modal like:
“Are you sure you want to process the rolling replenishment for ‘[Truck Name]’?”
Then you can click:
- Process now
- Cancel
Where do the picklists show up?
Rolling Replenishment picklists are created automatically in the Picklists tab.
Tip: The picklist name will include the truck/location name, so you can quickly identify where it came from.
Common questions / troubleshooting
“I enabled Rolling Replenishment, but no picklist is being created.”
Most common reasons:
- The truck has no materials
- No materials were deducted/used
- The schedule hasn’t run yet
Try using Process Now to trigger it manually and confirm the setup is working.
“Will I see the picklist immediately after a tech uses materials?”
Not immediately. Rolling Replenishment runs on a schedule, so:
- If a tech uses materials today
- The picklist will be created the next time the automation runs (usually the next day)
This is not retroactive.
Need help setting it up?
If you tell us:
- which truck(s) you want to enable
- what warehouse should replenish them
- whether you want Usage or Min Settings
- your preferred schedule (daily/weekly)
We can confirm the best setup for your workflow.
✅ Summary
Rolling Replenishment helps you automatically restock trucks by generating picklists on a schedule. You can configure it from: Settings → Automations → Rolling Replenishment
And you can manually trigger it anytime using Process Now.