Demand Forecast in Smart Min/Max

New smart min/max setting that helps to forecast your location demand by calculating optimal stock levels based on a target two-week lead time. Whether you have years of transaction history or are launching a new material, our advanced algorithms recommend precise min/ max thresholds—helping your team automatically prevent unexpected stock outs while keeping your holding costs lean.

How to use it:

1. Go to Stock > Automations > Smart Min/Max > Demand Forecast
2. Choose your Coverage Level

New inbox for supplier invoices

You can now set a second email address just for inbound supplier invoices. Purchasing keeps its custom domain inbox, Accounts Payable gets its own, and 3-way match reads the invoices from the second one. Owners, Admins and Managers can edit the address; Techs and Members can see it.

How to use it:

1. Go to Settings > Automation › Three Way Match > Inbound Invoice Parsing.

1. Enter the address suppliers should send invoices to. The hint below the field shows the domain to use.
2. Leave it empty to keep using your sending address, exactly as before.

Matching Added to Unstructured Bulk Upload Tool

We’ve upgraded our AI-powered upload tool to give you even more flexibility and control over your inventory data. In addition to creating new records, the tool now automatically matches and updates existing items in your catalog. Whether you are adding a batch of fresh inventory or refreshing pricing and details on current stock, our intelligent importer handles both seamlessly, eliminating duplicate entries and saving you valuable manual cleanup time.

How to use it:

1. Go to Settings > Labs > Enable Unstructured Document Upload
2. Go to Bulk Upload

Job Activity: User History

The job activity feed used to show only material movements. It now records Job created and Job finished with the person's name and time, and the jobs list shows the creator without you opening the activity tab.

Jobs that came in from ServiceTitan, Housecall Pro, Jobber, FieldEdge, AccuLynx or Service Fusion are attributed to the integration, since there's no Ply user behind them.

How to use it: Open any job → Activity, or check the creator column on the jobs list.

Link your FieldEdge users to Ply users

FieldEdge employees are now pulled into Ply so you can match them to Ply users, the same way ServiceTitan already worked. Once a tech is linked, work they do in FieldEdge is attributed to the right person in Ply.

How to use it: Go to Company & Billing → Team → Link User with FieldEdge and pick the matching employee. Available to Owners, Admins and Managers.

Updates on Service Titan Integration

• Purchase Order now can be sync FROM Service Titan

• Your ServiceTitan PO number on vendor emails

Improvements

• Ply Library now has a new supplier search bar.
• PO indicator now clears per material, when that material is reconciled.
• On-hand stock and min/max visibility in create PO
• "Hide items already on a PO" now respects the list's location. If you replenish per truck, an item already ordered for the warehouse used to vanish from truck 12's list. The toggle now only hides items on a PO for that list's location, and the row badge agrees with it.
• Long job notes open in a modal instead of stretching the Job Details page into a wall of text — and the character limit is enforced as you type, so you get a hard stop rather than an error after you've finished writing.
• A tidier New Field Request flow. Steps 1 and 2 are sized to their content, Notes is a real multi-line box, and Cancel holds one position throughout. Same steps, same fields, same validation.
• Job Details polish. Status pills line up with the title, the metrics card uses Ply's colours, empty jobs no longer show three bold $0.00 values that read as a failed load, and empty sections collapse instead of leaving dead space.
• Hide the customer's phone number from techs. A new business setting keeps customer numbers off jobs for the Tech role. Every other role sees them as before.

Staging Area/ On-Holds

Create named spots inside a warehouse — a shelf, a bin, a cage, the spot by the front door — each with its own code and colour. Stage materials as On-hold materials: still counted at the warehouse, but listed separately so nobody picks it for another job. Techs get told where to collect it.

On-hold QTY come from three places: a field request line staged for a tech, a pick list line assigned while the order is gathered, or a manual hold with nothing behind it ("keep these four for Monday"). They release when you release them, or automatically when the line stops owing anyone anything.

How to use it: Open your Stock location —> See “on hold” as a new location value and a new tab next to Materials.

New public API endpoints

• Manage jobs
• Reconcile received purchase orders
• Equipment read access and job materials write access
• Line items on field requests
• Edit catalog costs

PO Templates

Save a purchase order as a template How to use it:

1. Build a Purchase Order as you normally would.
2. Save it as a template.
3. Start your next PO from that template and adjust quantities.

Hold Qty Deducted from Available Stock

After a material is picked, its on-hold QTY will be deducted from its Stock Inventory QTY.

How to use it:

1. Go to Settings > Catalog > Stock.
2. Enable "Remove stock when wait for pickup".

Bulk upload equipment

Add equipment in bulk from a file instead of creating units one at a time — the fastest path yet for getting an existing fleet or a new warehouse into Ply.

How to use it:

1. Go to Equipment.
2. Choose Bulk Upload and download the template file.
3. Fill it in, upload, and review before confirming.

Bulk conversion between Materials, Consumables, and Tools/Equipment

Reclassify items in bulk when something was set up as the wrong type. Previously this meant recreating each item under the right type and losing its history.

Note: cannot convert an item that is synced to an external system (QuickBooks/ServiceTitan/HCP/Jobber), need to unlink it first; additionally, cannot convert an item that is on an open purchase order, pick list, or in a kit.

How to use it:

1. Select the items you want to reclassify.
2. Choose the type to convert them to.
3. Review the summary and confirm.

Bulk update supplier and supplier UPC on existing materials

Change the supplier and supplier UPC across many materials at once. If you switch suppliers or clean up a catalog you inherited, this is a one-pass job now.

How to use it:

1. Go to Settings > Bulk Upload.
2. Under Update Existing > Download Existing Catalog to make supplier info update.
3. Upload updated file.

Rolling Replenishment can send POs to the supplier for you

When Rolling Replenishment generates a purchase order, Ply can now send it straight to the supplier — no manual send step. And when Auto-create PO is on for a pick list, you can choose which supplier the order goes to.

How to use it:

1. Open your Rolling Replenishment settings
2. Turn on auto-send for generated POs
3. For pick-list replenishment with Auto-create PO enabled, pick the supplier from the new selector

Improvements

• Spend and Inventory Lenses now live in "Reports" section
• Inventory lens now has new filters on: equipments, consumables, dead stock dates
• Warehouse and truck archiving is now Owner and Admin only
• Your logo on RFQ share PDFs and links

• Deleting a kit no longer erases its history

• Archiving a warehouse or truck is now limited to Owners and Admins.
• Jobber: kits deduct inventory from invoice line items

• List endpoints no longer report zero counts or omit job locations. Missing query parameters and non-UUID values now return a 400 Bad Request that tells you what's wrong, instead of a 500. PO search results include the integrated supplier.
• Accurate list counts, job locations, and clearer errors — Public API
• Clearer price and supplier tracking on equipment
• Cleaner Purchase Orders board toolbar design

What's New

Anomaly Detection ✨

Ply now watches your inventory movements and spendings and flags unusually large adjustment, a quantity that moved in the wrong direction, a transfer that doesn't match the pattern for that material. Flagged movements are highlighted in the activity feed, and admins, owners, and managers get a digest notification so nothing sits unnoticed for a week.

Supplier Price Change History On Materials ✨

Supplier cost changes under Prices & Suppliers are now recorded in the material activity log — who changed it, when, and the old and new price.

New Total Discrepancy Metric on 3-Way Match page ✨

A new metric shows the total dollar difference Three-Way Match has found between your purchase orders and invoices, plus how many matches had a difference.

Equipment Board ✨

Equipment gets a full visual rebuild — a new Equipment board, a redesigned list page, a cleaner details page, and a faster creation flow. Filters and info popups were reworked so you can narrow down a fleet without leaving the page, and the whole section now supports dark mode.

Rolling Replenishment now covers kits ✨

Kits are first-class targets in Rolling Replenishment. Enroll a kit at a destination, set the target quantity ("par level") you want maintained, and the same automated schedule that restocks materials will keep the kit's contents topped up — through the usual draft purchase orders and pick lists.

New Min/Max Strategy for Rolling replenishment ✨

A fourth strategy joins Usage, Min, and Max: Min/Max reorders a material once stock reaches or drops below its minimum, then orders enough to bring it back up to the maximum.

Draft Field Requests ✨

Technicians can build a field request across the day and submit it when it's ready. Drafts live in their own Drafts column, visible only to techs, and no notification or email goes out until the request is actually submitted.

Improvements

• A new Export menu on the Purchase Orders list downloads the currently filtered orders as CSV or Excel — whatever's on screen is what you get in the file.
• Tags in the catalog export. The native catalog export includes a Tags column.
• Preferred Supplier is now available when updating supplier prices in bulk.
• PO board cards and the PO details page now show who created the order and when.
• Draft, Sent, Confirmed, Received and the rest now look identical everywhere they appear — board columns, cards, the details page header, and the Reconcile, Supplier Suggestions, and PO Details modals — and are easier to read in dark mode.
• More columns in the Spend Lens export. The Excel export picks up PO Creator, Job Number and Job Name (from your FSM), Ship To and Ship To Type (warehouse, job site, or truck), PO Received At, and ServiceTitan PO# for ServiceTitan-connected businesses.

What's New

FIFO/ LIFO (Cost Layer Extension) ✨

Cost Layers just got two new costing modes. Since Cost Layers launched, businesses could choose Last Purchase or Average cost accounting. Now you can also choose FIFO (First In, First Out) or LIFO (Last In, First Out) — and set the mode per material, not just for your whole warehouse.

How to use it:

1. Go to a material's detail page and open Cost Settings
2. Select FIFO or LIFO as the cost mode for that material
3. Open Cost Layers on the material to see exactly what each layer of on-hand inventory cost you, and which layer was consumed on a given transaction

Web: Dark Mode 🌚

One of our most popular feature requests is now here: Ply's web app now supports dark mode.

How to use it:

1. Find the "sun" button on upper right hand corner
2. Toggle "Dark Mode" on

Payments (Beta) 💵

Payments beta members can now pay supplier invoices directly in Ply using ACH or Plaid! Enjoy seamless payment tracking without digging through your inbox:

Ply automatically highlights upcoming due dates to help you prioritize urgent bills, while customizable payment roles and approval policies keep your team compliant and secure.

Not in the beta yet? Contact your Ply representative to get access!

Service Fusion Integration ✨

Ply now integrates directly with Service Fusion. Sync work orders, materials, and job data between the two systems without manual re-entry.

How to use it:

1. Go to Settings → Integrations
2. Connect your Service Fusion account
3. Map your Service Fusion jobs and materials to Ply

Improvements

• Purchase order cards in Rolling Replenishment now show which truck or location the PO is sourcing for, so you can tell at a glance where the inventory is headed. Pending PO Indicator Now Shows on All Stock Inventory Items
• Source Truck/Location on PO Cards in Rolling Replenishment
• The pending PO indicator used to appear only on Low Stock items. It now shows on every item in Stock Inventory that has a PO on the way.

Brand New

Spend Lens & Inventory Lens

See where every dollar goes and every material sits: break down spend by supplier and PO, spot price creep on your top materials, and investigate on stock-outs and shrinkage before they cost you a job.

Johnstone Balsan Integration

Real-time Johnstone Supply prices, right inside your Ply catalog. Order in seconds—no extra tabs, no hassle. Reach out to your CSM to get started.

FieldEdge Integration

Ply and FieldEdge now talk to each other, so your FieldEdge jobs and materials stay in sync automatically. Reach out to your CSM to get started.

FieldEdge Integration Coming Soon: Ply Pay (Limited Rollout)

We’re launching new Accounts Payable features to streamline your entire PO-to-payment workflow. Select customers can now access live business verification, invoice and receipt downloads, and built-in fee management controls.

Want to test it first? Talk to your CSM today!

Improvements

• Preferred Supplier on Estimate-Based POs

• Bulk PO Send — Per-Supplier Contacts

ServiceTitan Integration Updates

• Added Taxable and Inventory fields to FSM settings for more accurate syncing
• Equipment records now respect your "Do not add to invoice from reconcile" setting
• Faster, filterable equipment search across all your equipment units

Your feedback shapes what we build. Have ideas, questions, or need help? reach out anytime via in-app chat or email us at support@getply.com.

What's New

Margin Monitoring

Track margin performance on catalog level and see them reconciled automatically as costs change.

How to use it: Set a margin goal in workspace settings (by category, material, or catalog), then check the new Goal column next to your materials — margins auto-adjust as reconciliation runs.

Material Merge

Merge duplicate materials in your catalog into a single record -- including materials synced from ServiceTitan, Housecall Pro, and Jobber integrations. Merged materials keep their full history, with integration links intact.

How to use it: Go to your material catalog > select 1-5 materials > Select Material Merge and go through the steps to review which material details you would like to keep

3-Way Match

Now free until July 29th: let Ply catch mismatches between your invoice, PO, and receipt before they catch you.

How to use it: Follow the these steps to complete your first match

Also New

Lab Setting - Unstructured Document Upload

PO creation > “Add Item”

• Create new Items
• Search by UPC

Service Titan Integration

• Material images now syncs from Ply to Service Titan

Job updates

• Finished Jobs now shows a Start date column
• Active Jobs shows a Last Update column
• Job Notes has a higher character limit.

Sorting & Filtering

• Replenishment List Filtering by items already on a PO vs. items that still need one.

• Folder Sorting & Filtering alphabetically.

Mobile:

• Equipment scanning now recognizes equipment (not just materials/consumables),
• with label printing, location/notes visibility, bulk actions (transfer, create PO, print barcodes, delete),
• NFC tag support for Consumables and Equipment
• activity log that shows status changes as OLD → NEW.

Your feedback shapes what we build. Have ideas, questions, or need help? Reach out anytime via in-app chat or email us at support@getply.com.

What's New

Material Cost Layer

Pick a costing mode for your inventory: Last Purchase (the default, using the most recent purchase price) or Average (blending cost across your inventory layers). You can also manually edit individual cost layers when you need to make a correction.

How to use it:

1. Go to Catalog > Click on a material > new “Cost Layer” tab.
2. Choose Last Purchase or Average as the costing mode.
3. Select any layer to manually edit its cost if needed.

Rolling Replenishment now supports truck-only setups

Trucks that don't route through a warehouse can now use Rolling Replenishment directly — no warehouse step required.

How to use it:

1. Go to Stock > Automation > Rolling Replenishment
2. Set up “Destiny” as “Truck”, and leave “From empty.

Techs can now update equipment status

Tech-role users can change an equipment unit's status themselves, without needing a manager or admin to make the change.

How to use it:

1. Have a technician go to Catalog or Stock location > Equipment > Click on a unit
2. Select “Status” options

Return unused material to the warehouse

Process returns of unused material back to the warehouse directly in Ply, keeping inventory counts accurate when material comes back from a job or truck unused.

How to use it:

1. Open the job or truck the material is coming from.
2. Select the unused material and choose Return to Warehouse.
3. Confirm the quantity being returned.

Redesigned Purchase Order details page

The Purchase Order details page has a cleaner layout, making it easier to scan items, costs, and status at a glance.

How to use it: Open any Purchase Order to see the new layout.

Improvements

• Suppliers now see the destination location on Purchase Orders — the location field is populated on the Supplier's PO view.
• Rolling Replenishment pick lists now include type descriptions.
• Consistent Equipment transfer experience — "Transfer to Job" now matches "Transfer to Location."
• Equipment status changes show before-and-after values in the activity log.
• New filter added to the inventory availability API.
• Improved Jobber sync reliability — Ply now handles additional Jobber webhook events.

Bug Fixes

• Fixed an issue where the active tab would unexpectedly switch when adding a new purchase.
• Cost layer records are now correctly removed after a PO is unreconciled.
• Fixed Landed Cost % being recalculated incorrectly between partial PO reconciliations.
• Fixed "Ship To" location showing empty in the supplier email when the destination is a truck.
• Removed unused custom fields from print and export forms.
• Assigning equipment to a job via status change now correctly logs an assignment activity.
• Equipment unit names are now clickable and link to their equipment page from Job view.
• Equipment type now displays correctly in Job view.
• Change Status modal no longer allows selecting replacement units from archived locations.
• Equipment units from deleted locations no longer appear in Catalog Unit / Replacement Unit lists.
• Users with restricted Price Locking permissions can no longer view or edit Business Cost in Cost Layers.
• Cost Layers now refresh automatically after changing the Cost Calculation Mode.
• Fixed ServiceTitan cost sync issues where cost overrides could be incorrectly replaced or not restored.
• Fixed outdated QBO values temporarily overwriting manually added cost layers.
• Fixed a spacing issue on the Variance Reporting page.
• Stock Overview widget now returns counts scoped correctly for Tech and Member roles.
• Resolved a collection of minor UI issues across the app.
• Fixed client-facing invoice prices being altered on ServiceTitan service jobs.
• Fixed a material cost overwrite issue on synced jobs.
• Fixed an error creating vendors in ServiceTitan for certain Purchase Orders.
• Fixed barcodes changing or being deleted unexpectedly.
• Fixed Rolling Replenishment generating full Purchase Orders instead of pick lists.
• Fixed pick lists printing materials only, leaving out kits.
• Pick List PDFs now preserve item order to match the web view.
• Fixed Rolling Replenishment creating duplicate orders for received-but-unreconciled and manually created POs.
• Tech users can no longer view serial numbers for equipment at locations they aren't assigned to.
• Fixed equipment count always showing 0 for archived locations.
• Equipment names are now clickable in the Purchase Order items list.
• Fixed bulk delete only removing equipment from the current page when a selection spanned multiple pages.
• Fixed missing details on manually deleted equipment activity, missing serial numbers on "Reverted Equipment" activity, incorrect usage counts, and incorrect activity labels.
• Fixed equipment pictures not displaying in the Transfer to Location modal.

What's New

Equipment management ✨You can now manage equipment directly in Ply — track it, purchase it, allocate it to jobs, and sync it with your field service management system (ServiceTitan). Equipment is treated as its own category alongside materials, so your team has a full picture of what's on each truck and job.

Where to find it: In Catalog, Stock > Locations, and Jobs

Set a PO name prefix for Rolling Replenishment POs ✨POs created through Rolling Replenishment now support a configurable name prefix, so POs for different purposes are easy to identify in your PO list.

How to use it: Set up PO prefixes on Setting > Procurement > PO Prefixes.

Then go to Stock > Automation > Add or Edit Configuration > Config PO Format for Rolling Replenishment Picklist or Purchase Orders.

Update material prices from accepted invoice matches in 3WM ✨When you accept a match in Three-Way Match, you can now update the material's catalog price to match what you actually paid — no need to go edit it separately.

How to use it: After reviewing match > At Accept Match, there's a "Update Material Prices" toggle" which, once toggled on, the invoice price for this match will update the material business price.

Filter Purchase Orders by location type ✨The Purchase Orders list now has a Location Type filter — quickly narrow down to Truck, Warehouse, or Job orders.

Filter Purchase Orders by creator ✨See only your own orders, or filter to a specific team member's POs.

Field Request cards show item count ✨Field Request cards now show the number of items requested instead of individual quantities, for a faster at-a-glance read.

Improvements & Bug Fixes

• Location value breakdown restored — The hover-over on Locations showing value split by materials, kits, consumables, and tools is back after being removed during a recent redesign.
• Add Items to Job — tab selections no longer lost — Switching between the Materials and Kits tabs when adding items to a job no longer clears your selections.
• Scrollbar overlapping quantity values — Fixed a display issue where the scrollbar sat too close to quantity values, making them hard to read.
• Items added to a closed PO now reconcile correctly — Items added to an already-reconciled PO via the three-dot menu are now properly included in reconciliation.
• RFQ creator email hidden — The creator's email address no longer appears on the RFQ details page.
• AI PO from file — first upload failure fixed — Uploading a file to create a PO now works reliably on the first attempt.

iOS

• Min/Max quantities on Label PrintSet minimum and maximum quantity thresholds directly on the Label Print screen — no more switching screens to look up par levels.

• Edit Profile screenUpdate your name and contact details from a new dedicated Edit Profile screen in the app.

• Landed Cost on Purchase OrdersAdd landed costs — freight, duties, tariffs, handling fees — to POs at the line-item level. Set default rules for all suppliers or supplier-specific rules for more precise tracking. Configured from the new Landed Cost settings page in Settings.

Stop overpaying on invoices.

Ply now automatically compares your PO, invoice, and delivery receipt - flagging anything that doesn't add up before it gets approved.

This is a paid add-on. Add it to your plan here → 3-Way Match