Catalog Cleanup Package

Say goodbye to a messy catalog: we'll merge duplicates and fill in missing details so the right part is easy to find. Ply then flags unusual prices or orders and tells you what you'll need before you run low. Questions? Our support team is happy to help!

Supplier Associate roles

You can now give reps from your integrated suppliers (Ferguson, Johnstone, APR, Atlantic Plumbing, Standard Supply, mSupply) their own login to help manage stock at the locations you choose. They can count and update stock and see their own orders, but they never see your prices or costs.

Improvements

Report

• Inventory Usage Report now shows the top 50 most-used materials combined across all of their locations.

Purchase orders

• PO Customer field: add a customer name to a PO and track it (manual input)
• PO PDF includes job info
• Bulk set received quantity to 0 when reconciling

3-Way Match

• PO number matching settings in Automation Center
• Upload up to 5 invoices for a single PO
• Add more invoices inside a match > Documents tab

Catalog & Stock

• Supplier integrated-material tag on linked materials
• Add kits from Catalog to a Stock location when the materials weren't there before

• Bulk assign categories to materials, and bulk delete materials, on Catalog page

• Bulk mark as serialized, Activate, Deactivate in Catalog Bulk Edit
• New business cost filter in Catalog, Stock, and PO tracker page
• Inventory count option to require 100% completion
• Apply min/max when adding materials from Catalog to Stock locations
• Vendor name now shown in Replenishment List under each item

Warranty

• New Replacement PO selection in warranty claims

Equipment

• New Catalog → Equipment filter by equipment details (lifespan, type, brand, category, model, manufacturer, unit)
• Equipment unit notes now accepts PDF, JPG, PNG, CSV, DOCX, XLS file formats.

ServiceTitan Integration

• Supplier costs on ServiceTitan equipment come into Ply
• ServiceTitan equipment materials now feed into the Ply estimate pipeline as material line items

Housecall Pro Integration

• Ignore jobs created before a specific date (default syncs all jobs)

FieldEdge Integration

• FieldEdge invoice materials come out of the Ply warehouse selected in FieldEdge

Supplier Integrations & pricing

• "Avg paid" column replaces supplier live cost

Thank you for helping us build a better Ply! For any questions, feel free to reach out to our support team, we would be happy to help!

Warranty & Rebates Trackers

Track defective parts from the job to the credit. Start a warranty claim from a job, material, tool unit or barcode scan, and move it through Submitted, Approved, Credited or Denied. Print a sticker for the part on the shelf, and a claim packet for the supplier. Set up rebate programs with tiers for each supplier, and see how close you are to the next tier.

How to use it: Go to Returns → Warranty or Rebates tab on top

Available for Plus and above tiers

Recount in Inventory Count

A recount creates a new inventory count tagged Recount, so you can check the results and build better counting habits on your warehouse team. Every material can be recounted, including adjusted, matched and not counted ones.

How to use it: Open an inventory count that's Waiting for Confirmation and click Recount.

Uploaded POs become Draft PO

When you upload a file to create a PO, Ply now shows you what it read before it creates anything. You can fix the header and line items, and link each line to an existing material or create a new one. This prevents duplicate materials and wrong values. The supplier gets nothing until you approve.

How to use it:

1. Go to Settings > Procurement > Purchasing Settings > Enable File Upload Review Flow
2. Enable any subsequent settings needed

Setting: Bulk Smart Min/Max for a location

Turn on Smart Min/Max for every material in a location at once.

How to use it:

1. Go to Settings > Procurement > Smart Min/Max
2. Locations, enable Smart Min/Max for a location > Set up Materials
3. Click on location drop down > “Enable Smart Min/Max for all materials” in this location

For Service Titan

• New setting for auto-sending returns, syncing categories with ServiceTitan, and weighted average cost.
• Supplier costs on ServiceTitan equipment now come into Ply.

Other Improvements

• FieldEdge: stock comes from the right warehouse. Materials on a FieldEdge invoice now come out of the warehouse selected in FieldEdge.
• PO templates: zero quantities and your own item order.
• Start a pick list from a stock template. Build a pick list from a stock template instead of adding items one by one.Status filter on the PO board now sticks.
• When a supplier's bid file has lines that don't match a material in Ply, they now show in the RFQ bid so you can link or create them.
• 3-way match finds POs by ServiceTitan number. If a supplier puts the ServiceTitan PO number on an invoice, Ply can still match it to the right PO.
• The ⋮ menu on the PO cardis now is an Actions panel that display more options.
• Equipment names are now clickable links in modals and stock views, like materials and tools already were.
• Catalog category UI update where long category lists collapse so rows stay short.

Brand New

Material Enhancement Button

Thin material records can now fill themselves in. Click Enhance on any material and Ply searches the web and supplier catalogs for a better name, description, brand, manufacturer, category and photo. You review every suggestion before it's saved, so nothing changes without you. This is useful when a file upload or FSM sync brought over little more than a part number. Available to Plus-Tier or above subscriptions.

How to use it:

1. Go to Catalog, open a material, and click Enhance in the top corner. The search takes about 10–20 seconds.
2. Click See suggestions. Click Use or Dismiss on each one, or click Use all high to accept the strongest matches at once. Changed your mind? Click Undo.

Truck On PO

You can now pick the truck a PO is for, the same way you already pick a job. You don't need a separate PO format for every truck to tell orders apart. The truck shows on the PO card and on the PO's details.

How to use it: Create or edit a PO and choose a truck in the Truck field. It's optional, so POs without a truck work the same as before.

PO Status Notifications

Ply now tells you when a purchase order you're on changes status, so you don't have to keep opening POs to see where they stand. Each alert shows the PO number, supplier, old and new status, who changed it, the total, and what to do next. Owners, Admins and Managers also get the day's PO status changes in their daily summary email.

How to use it: Go to Settings → Workspace → Notifications → Purchase Orders. Pick Everything, Action needed or Outcomes only, or choose your own statuses. Then choose email, push, or both.

Update PO with Matched Invoice

Accepting the match can now update the PO to what was invoiced. Ply shows each change before you accept: lines to Update, Add or Remove. You can still see the original discrepancies on the match.

How to use it: Go to Settings → Automations → Three-Way Match and turn on Update purchase order items from invoice on accept. This sets the default. You can change it for any single match when you accept it. You can't remove a line that has already been received.

QBO Location and Class on Create and Edit PO

If you track Classes or Locations in QuickBooks Online, you can now set them on the PO in Ply. They carry through to QuickBooks, so your accountant no longer has to re-tag every PO by hand. The Location field uses your company's own name for it, such as Division, Territory or Property.

How to use it: Create or edit a PO. Choose a Location in the General section, and a Class on each line, or use Set class for all lines. If you just added a class in QuickBooks, click Refresh from QuickBooks in the dropdown. The fields only show if Class or Location tracking is turned on in QuickBooks.

Option to Send PO to QBO

You can now stop Ply from sending purchase orders to QuickBooks Online. This helps if your team manages POs in QuickBooks and only wants Ply to read them. POs created in QuickBooks still come into Ply either way.

How to use it: Go to Settings → Accounting Settings and turn off Send purchase orders to QuickBooks Online. Changes made while it's off aren't re-send when you turn it back on.

Jobber Integration Setting: Price or Cost to be on Jobber Expense

You can now choose whether Jobber expenses show your business cost or your client cost. Before, Ply always sent the business cost.

How to use it: Go to Settings → Integrations → Jobber. With Set materials as expenses on, choose Business cost or Client cost.

Sage Intacct: Sales Invoices Become Jobs

Sage Intacct sales invoices now come into Ply as jobs. The materials on each invoice come off your stock onto that job, technicians named on the invoice are added to the job, and the matching stock changes go back to Sage. When an invoice changes, the job follows. If you remove a line, its stock goes back to the warehouse it came from.

How to use it: Jobs sync on their own. To pull them in right away, Managers and above can click Sync jobs from Sage Intacct at the top of the Jobs page.

Warehouse View for Field Request

The field request board now has a warehouse view sorted by what needs doing next: Pending, Needs Picking, Hybrid, POs Pending and Complete. Each card shows its pick list and PO status, so your team can work the queue without opening every request.

How to use it: Go to Field Requests and switch to the warehouse view. Drag a card to move it along, or click it to open a quick preview.

Other Improvements

• QuickBooks account lists only show accounts that fit. Each GL account dropdown in Accounting Settings lists only the accounts that work for that field, with sub-accounts shown by their full path.
• Connect ServiceM8 from its Add-on Store. Clicking Connect for Ply in ServiceM8's Add-on Store now takes you straight to the ServiceM8 connect step in Ply, after you sign in or sign up.
• No duplicate equipment names. Ply now stops you from creating two pieces of equipment with the same name, the same way it already did for item numbers.
• Invoices read as invoices. A file uploaded to 3-way match as an invoice is always read as an invoice, even if it has purchase order headings on it.
• Stock counts stay safe when you edit alerts. Saving Customize Alerts or Smart Min/Max no longer overwrites a stock quantity that changed while you were editing.

Thank you for helping us build a better Ply!

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.