New Features

Web

Set a Custom "Created At" Date on Purchase Orders ✨

You can now manually set the creation date and time on a PO — useful when you're backdating a PO or correcting a record.

How to use it: During “Create a PO”, select a “Date Created” date from the past.

Auto-Send POs to ServiceTitan by Status ✨

A new ServiceTitan integration setting lets you automatically push a Purchase Order to ServiceTitan when it reaches a specific status — no manual sync required.

How to use it: Go to Settings > Workspace > Integrations > FSM > Service Titan > Scroll down to "PO auto sending" > Turn on "Enable" > Select your type, business unit, inventory location, and PO status to auto send.

QuickBooks: Deletions Now Sync ✨

When you delete a material or consumable in Ply, that deletion now syncs to QuickBooks automatically. A new Accounting setting gives you control over this behavior.

SMS & Voice Notifications for Field Requests ✨

Technicians can now receive field request alerts via SMS or voice call — not just push notifications. Once it’s set up, technician can now call or text a Ply Phone Number to let us know what materials they need from the field, and that message will be converted into a Field Request for your warehouse team to pick out or order.

How to use it: On admin account > Settings > Company & Billing > Create a Phone number > Set up a Ply Phone number.

Then, on your technician’s account > Settings > Profile > Create Phone Number > Enter technician’s phone number.

Serial Numbers in Pick Lists ✨

When fulfilling a pick list, you can now select specific serial numbers for tracked items. No more guesswork about which unit was pulled.

How to use it: Open a pick list > Select material > Tap the material to choose the specific serial number to assign.

Search & Filters on Inventory Count Board ✨

The Inventory Count (Cycle Counts) board now has search and filters, so you can quickly find the count you need without scrolling through the full list.

How to use it: Go to Stock > Inventory Count > Filter button is next to Search bar.

Export Consumables from Stock ✨

You can now export your consumables directly from Stock to Excel — the same export you rely on for materials is now available for consumables too.

How to use it: Go to Stock > Location > Select Consumables > On the right hand side, click on “…” > Select “Export All Consumables”.

iOS v1.7.5 Updates:

RFQ

• Convert RFQs to Purchase Orders ✨
• The RFQ list now supports extending dates, editing fulfillment info, archiving, and deleting RFQs.

PO

• Ability to add Tools to a PO
• Archive & Unarchive POs
• POs can now be edited regardless of status, with smart guardrails:

Job List

• The Job list now supports flexible time filters (Date Range, Current, 1 Day, 1 Week, 1 Month) and sorting options.

Tool

• Tool Activity and Tool UDP info are now available from the iOS app.

Android v2.3.1 Updates:

• Videos are now supported in Purchase Order chat threads on Android, and PDF files can be downloaded directly in the app.
• A scan sensitivity button has been added to all camera screens, so you can tune barcode scanning to your environment.
• Service M8 integration is now available on Android.

Bug Fixes

Web

Purchase Orders

• Custom fields were missing from catalog exports
• Shipping cost was incorrectly reset to zero after toggling certain settings
• Could not create a PO using materials added via Smart Suppliers
• App crashed when opening a PO draft created with Smart Suppliers
• File upload failed during PO creation
• Misaligned fields in PO Details
• PO price including tax could not be updated
• Negative tax values could be entered via the percentage slider
• A newly created supplier didn't appear immediately in the PO dropdown
• Navigation button from the Reconciliation screen directly to the related Purchase Order

Inventory & Stock

• Rolling PO settings (replenishment strategy changes) weren't saving correctly
• Duplicated tool activity records appeared after PO reconciliation
• Tools from Kits were incorrectly added to PO item lists
• Activity records in Consumable Details were showing errors

Field Requests

• Status counters didn't update after applying filters
• Blank modal appeared when tapping "Back" from Field Request creation on the Location page

Notifications & Users

• Archived technicians were still receiving notifications
• Phone number displayed incorrectly when the field was empty

IOS

• Material variants from Ferguson weren't recognized when creating a PO via a Field Request
• Ship To validation was incorrectly required for pickup orders
• Kits were syncing to HCP invoices even when sync was disabled
• Tool detail screen scrolling issues

Android

• App crashed when saving a label template
• Dashboard crash on Material Usage graph with decimal data

Questions or feedback? Reach out to Ply Support team via the Buddy Chat or email support@getply.com .

This release is packed with features you've been asking for - from flexible purchase order numbering to better visibility into active POs across your workflow.

Whats New

Multiple PO Number Formats

Configure up to 5 purchase order number formats for different departments. When creating a PO, simply select the format that fits.

How to use it: Go to Settings > Procurements tab > scroll to PO Number Formats

See Active POs While Building Orders

No more guessing if an item already has an active purchase order. You'll now see active PO status right on the item as you're selecting it during PO creation - and in the Replenishment tab too.

How to use it: Browse items in any Purchase Order - active PO indicators appear automatically. Check the Replenishment tab to see active POs per item.

QuickBooks Online Consumable Sync

Consumables now sync to QuickBooks Online. Previously only materials and tools were supported - now your full inventory flows through. No extra setup needed if QBO is already connected.

File Attachments on Materials

Upload PDFs and reference files directly to a material - perfect for spec sheets, installation guides, or troubleshooting documents your team needs in the field.

How to use it: Open any Material > look for the Files section to upload documents

Serial Numbers During Transfers

Add serial numbers during inventory transfers, so items that need tracking don't slip through the cracks.

How to use it: Start a Transfer and add serial numbers directly in the transfer flow

Notification Controls by Location

Get more granular control over which notifications you receive by enabling or disabling them per location.

How to use it: Go to your Notification Settings and configure preferences per location

ServiceTitan: Focused Tech View

Technicians using the ServiceTitan integration now see only items for their current job - no more scrolling through unrelated inventory.

Additional Improvements

• Tag Management - Edit and delete tags that were previously locked
• Faster Catalog Exports - Quicker Excel downloads for catalogs and location inventories
• Supplier Filtering - Filter by supplier on both catalog and stock location views
• Clearer User Invitations - Improved invitation flow during integrations and syncs
• Housecall Pro - PO shipping costs now automatically create a custom line item on the job
• QuickBooks - PO shipping costs create a non-inventory item and attach to the PO

Bug Fixes

• Fixed kit selection so both tools and materials are selected consistently
• Resolved an issue deleting tool units from the catalog
• Consumables created from materials now correctly copy the image
• Techs at a location can now properly select consumables for transfer
• Fixed material quantities not carrying over from the quantity selector to the PO
• Various UI/UX improvements across the app

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.

If you've been on the fence about using Purchase Orders, now's the time to give them a shot. We've completely redesigned the PO creation experience to be faster, smarter, and a whole lot easier to use, whether you're sending one order or managing dozens.

Whats New

Progress Tracker & Quick Navigation

A new section indicator in the upper-right corner shows you exactly where you are in the PO creation process. Sections light up as you complete them, and you can click on any section to jump directly to it, no more endless scrolling.

💾 Unsaved Draft Mode

Accidentally close the tab? No problem. PO creation now auto-saves your progress locally in your browser. When you return, you'll be prompted to restore your draft right where you left off.

📋 Sticky Order Summary Panel

A new Order Summary module follows you as you scroll, keeping a live view of your item count, ship-to info, selected supplier, subtotal, tax, and total always within reach. Collapse it when you don't need it, expand it when you do.

📦 Smarter Delivery & Pickup Handling

Selecting Will Call / Pickup now automatically removes the delivery address fields, keeping the form clean and relevant. When a supplier is selected, their address pre-fills automatically on the PO PDF.

⚠️ Inline Validation

Missing a required field? Instead of a generic error, Ply will now scroll you directly to the incomplete section so you can fix it fast and keep moving.

🎨 Refreshed Layout & Redesigned Modules

We've cleaned up spacing and reorganized key elements throughout the form and including the Requested Items section, Additional Charges module, and the Supplier selection area ,giving you more room to work and a cleaner overall experience.

⌨️ Keyboard Shortcuts

Power users, this one's for you:

• Cmd/Ctrl + S: Save as draft
• Cmd/Ctrl + Enter: Send PO to supplier

Why Start Using Purchase Orders?

Purchase Orders are the backbone of a tight procurement process. With Ply's PO flow, you can:

• Control spending before it happens, not after
• Keep suppliers accountable with a paper trail for every order
• Automatically update inventory when materials are received
• Eliminate manual reconciliation by tying POs directly to your materials catalog

This redesign makes it easier than ever to get started. Give it a try and create your first PO here.

Highlights

• Sync Individual POs to QuickBooks Online: select and sync specific purchase orders to QBO on demand. No more waiting for batch syncs on time-sensitive orders.

• Custom Email Domains for POs & RFQs: Send purchase orders and RFQs from your company's branded email address instead of a generic sender. Configure here!

• Item Numbers in Inventory Usage Reports: cross-reference materials with your supplier catalogs and existing systems more easily.

New Features

• Editable Inventory Adjustment Reasons: Made a mistake? You can now update the reason on an inventory adjustment after it's been saved.

• Quantities During Pick List Selection: Specify quantities while selecting materials for pick lists, cutting out extra steps.

• Location Breakdown Tooltips: Hover over quantity columns in the catalog to see stock by location at a glance.

• PO Title in Supplier Communications: The "Title" field now appears in PO emails and PDFs sent to suppliers for added context.

Improvements

• Barcode scanning now returns more comprehensive results across all relevant locations.
• Kit deletions from jobs now show as a single consolidated activity in movement reports.
• Movement Report exports now clearly indicate adjustment directions.
• Added validation to prevent duplicate materials during bulk catalog edits.
• Cleaned up notification settings by removing outdated financing options.

Bug Fixes

• Fixed rolling pick list editing issues where non-replenishable items appeared incorrectly.
• Resolved kit materials appearing twice after being added to a pick list.
• Corrected min/max amounts showing as 0/0 when editing material availability.
• Fixed running totals and phantom "Without Reason" entries in movement reports.
• Resolved historical inventory discrepancies affecting truck inventory accuracy.
• Fixed duplicate serial numbers being accepted during entry.
• Resolved ServiceTitan integration page crashes.
• Improved PO reconciliation calculations and serial number display during receiving.
• Vendor filters now persist when navigating between purchase orders.
• Fixed slow performance when copying from location templates.
• Consumables and kits now properly clean up when locations are deleted.

As always, please let us know how we're doing by chatting with us or contacting support@getply.com. If you have a feature request you can also add it to our ideas board here!

Never lose productivity because of poor signal again.

We know you're often working in warehouses, job sites, trucks, or remove areas where internet connectivity isn't always reliable. That's why Ply now works offline.

What you can do offline:

✓ Browse your inventory - View all your locations and materials

✓ Create transfers - Move materials between locations

✓ Submit purchase orders - Order materials from suppliers

✓ Update quantities - Adjust stock counts as you work

How it works:

When you log in, Ply automatically downloads your data to your device. If you lose connectivity, just keep working - your actions are saved locally. When you're back online, everything syncs automatically. No extra steps needed.

Getting started:

Just update to the latest version of your mobile applications and use Ply as you normally would. Offline mode works automatically - there's nothing to configure.

We've just released updates to both our iOS and Android apps with features designed to save you time when creating purchase orders and managing materials in the field.

Preferred Supplier Selection on Purchase Orders (iOS)

Creating POs just got faster. You can now choose to use your Preferred Supplier for each material when building a purchase order, letting Ply automatically route items to the right vendors based on your saved preferences. No more manually selecting suppliers for every line item. Just review and submit.

You can also set and manage preferred suppliers directly from each material variant's settings.

Add Kits to Field Requests (iOS & Android)

Your team can now add entire kits when creating field requests from a job. Instead of requesting individual materials one by one, techs can select pre-built kits to speed up the process and ensure they're getting everything they need for the job.

Improved Kit Creation (iOS)

When creating new kits, you'll now see a dedicated Stock Setup step just like on web so you can configure storage locations and kit positions right from your phone.

Barcode & Scanning Improvements (Android)

We've added a Generate Barcode button for easier label creation, and improved the scanner experience when capturing multiple items.

Ferguson Integration Update (iOS)

For businesses connected to Ferguson, integrated suppliers now display a clear "Integrated" badge, making it easier to distinguish them from your other vendors.

Additional Improvements

• Better search on POs, now includes line items in results (iOS)
• Supplier UPC support for materials (iOS)
• Photo preview fixes in the catalog (Android)
• Various stability and compatibility fixes across both platforms

We shipped improvements to rolling replenishment and PO reliability, new controls for PO communications, simpler tool and field workflows, better supplier pricing visibility, and faster template editing. These updates are now live in production.

Major Updates:

• Rolling Replenishment settings improvements: refined replenishment controls to make automatic ordering more predictable and easier to tune. Manage Replenishment Automation here
• PO reconcile reliability updates: Improved reconcile logic so purchase orders sync and settle more consistently across systems.
• Control customer integrations within POs: new option to choose whether a PO interacts with integrations, giving you finer integration control.
• Toggle to send or hide prices in supplier communications: boolean setting to include or exclude item prices when sending POs to suppliers.
• Techs can assign tools to themselves: field techs can now claim tool ownership directly in the app for clearer on site accountability.
• Kits marked as job inputs with restricted transfers: mark kits as job inputs to prevent accidental transfers and keep job inventory accurate.
• Default job transfer reason set to Consumed: new default transfer reason, Consumed, reduces manual corrections for common field workflows.
• Supplier price range column for integrated suppliers: see supplier price ranges at a glance to compare pricing when creating or reviewing POs.

Minor updates and fixes:

• Improved QuickBooks Online mapping fields: better mapping between QBO and Ply to reduce errors when creating POs from QuickBooks data.
• Add materials to templates while editing: add items directly into a template during editing to speed up template maintenance.
• Jobber setting to prevent attaching PO links to jobs: new integration option to stop PO links from being added to Jobber job notes.
• Improved handling of kit transfer activity: transfer activity for kits is now clearer and more reliable in activity logs and audits.
• Movement report shows plus and minus indicators: inventory movement numbers now include clear plus and minus markers for easier reading.
• Fix for pasting text into PO comments and chat: resolved an issue so you can paste text into PO comments and the PO chat without errors.
• Included in this release is 30+ UI and bug fixes

Questions or feedback

Reply to this announcement or contact support@getply.com to request a walkthrough or report an issue.

Ply now connects directly to Zapier, making it easy to automate workflows between Ply and the tools you already rely on.

With Zapier, Ply becomes the system of record for inventory, purchasing, and locations, while your other systems stay in sync automatically. No custom development. No manual exports. Just real time events flowing where they need to go.

Connect Ply to 6,000+ apps like Slack, Google Sheets, Airtable, Notion, QuickBooks workflows, CRMs, and internal tooling.

Every meaningful event in Ply can now trigger workflows in other tools automatically. Inventory stays aligned. Purchasing moves faster. Teams stay informed without extra work.

Use Zapier to:

• Sync inventory changes to spreadsheets or dashboards

• Notify teams when purchase orders are created or received

• Keep external systems updated as locations and trucks change

• Automate onboarding and internal workflows

Inventory and Materials

• Material created

• Material updated

• Material deleted

• Inventory quantity updated

Automatically trigger workflows whenever materials are added, changed, removed, or when on hand quantities change at any location.

Locations

• Location created

• Location updated

• Location deleted

Includes warehouses, trucks, vans, and any stock location managed in Ply.

Purchase Orders

• Purchase order created

• Purchase order updated

• Purchase order status changed

Every stage of the purchase order lifecycle can trigger downstream automation.

Users

• User created

• User updated

Explore Ply on Zapier

Well hello there! This week we shipped over 75 features and bug fixes with a focused set of updates to speed up picking, exporting, and catalog maintenance, and to make field requests easier to create and manage. Here is what changed.

Highlights

• Picklist search and filters: find pick lists and items faster using search terms and filter controls in the Picklists page.

• Export selected materials from Catalog export: choose specific materials to include when exporting Stock or Catalog data, export only what you need.

• Bulk edit mode for consumables: update consumable items in bulk to save catalog maintenance time.

• View serial numbers in return details: see the exact serials associated with a return for clearer traceability.

• Expanded field request creation and redesign: more users can create field requests based on admin settings, and the Field Requests flow has a cleaner, easier to use design.

Other enhancements and fixes

• Show PARTIAL SUCCESS messages in QuickBooks Online PO sync: sync results are clearer when some lines succeed and others do not.

• Bulk update progress: the UI now displays only the relevant progress stages to reduce noise during large updates.

• Material activity on PO creation: catalog activity entries are now recorded when a PO is created and not only when it is reconciled.

• Duplicate serial validation: added checks to prevent the same serial number from being entered for the same material across locations.

Where to find these features

• Picklist search and filters: open Picklists on the web app.

• Selective Catalog export and Bulk Edit for consumables: open Catalog then Export or Bulk Edit.

• Return serial view: open a Return from a PO and check Return Details.

• Field Requests redesign and settings: open Field Requests, or go to Settings to adjust who may create requests.

• QuickBooks sync messages and bulk update progress: check Integrations and the Bulk Update UI.

If you would like a walkthrough or to enable any setting for your account, reply here or contact support@getply.com. Your feedback helps us prioritize what to build next.

We shipped a focused set of updates this week to improve integrations, make field requests more predictable, and give you better visibility over supplier emails and serial numbers.

✅ Highlights

• HCP employee sync redesigned, sync logic is more reliable for employee records in Housecall Pro

• Field Requests FIFO reconcile, requested materials are reconciled and transferred in first in

• PDF download from notifications in app, save supplier quotes

• View sent supplier emails on the PO page

🔧 Other enhancements and fixes

• Filter Purchase Orders by supplier in the PO list

• Find duplicate serial numbers across all locations for the same material

• Expanded serial number uniqueness validation to all business locations

Where to find these features

• HCP sync settings: Integrations then Housecall Pro in Settings

• Field Requests reconcile: open a Field Request or PO then use Reconcile to see FIFO behavior

• Notification PDFs: Notifications center on web and mobile

• Sent supplier emails and PO filters: Purchase Orders page, open a PO to view sent messages