Decimal Unit Support, FSM Status-Based Material Sync, Kit Selection, QBO Bill Creation on PO Received, and More!

Decimal Units for PO (e.g., inches) ✨

Materials can now be purchased and received in decimal quantities (e.g., 2.5 inches, 0.75 ft). Previously only whole units were supported. Please make sure to update your apps!

How to do it: When creating a PO, simply enter a decimal quantity as material quantity.

Kit Selection on Create PO ✨

When creating a purchase order, you can now select Kits in addition to individual materials. Kits are expanded to their component materials on the PO.

How to do it: Create PO > Select “Add More Items” > Select Kits

Sync PO Edits to ServiceTitan ✨

Edits made to a purchase order in Ply are now synced back to the corresponding record in ServiceTitan, keeping both systems in sync without manual updates.

How to do it: Once a Ply PO has copy created in Service Titan PO, the update will also be synced to Service Titan PO.

QuickBooks Online: Bill Creation on PO Received ✨

A new toggle in Accounting Settings lets you automatically create a QBO bill when a purchase order is received. You can also add an item description field on POs that flows through to the bill in QBO.

How to do it: Go to Settings > Workspace > Integration > Accounting > QBO > Look for “Automatically create a Bill in QuickBooks when a Purchase Order is received”

FSM Status-Based Material Sync ✨

You can now configure Ply to sync materials from your field service management system only when a job or work order reaches a specific status. Set your preferred trigger status in Settings.

How to do it: Go to Settings > Workspace > integration > FSM > Job Status To Sync Item > Save.

Fixes

PO & RFQ

• "Partially Received" PO status now does not close the PO in QuickBooks and blocking further receiving.
• Sending a PO to multiple supplier email addresses now working correctly.
• PO and RFQ serial number flow now has proper error messages.
• When syncing PO to QBO, item descriptions, purchaser info,, and notes now sync correctly to their own fields.
• Smart supplier POs, Draft List, and Inventory History Report decimal rounding error now fixed.

FSM

• PO with a "Required By" date in the past now sync correctly to ServiceTitan and are now longer blocked from creation.
• Kit transfer requests now correctly sync alongside material transfers, with matching checkbox behavior in the UI.

Rolling Pick list

• Rolling pick list now excludes items not in warehouse from being automatically added.

Reports

• Movement report missing material consumption entries.
• Inventory History Report running totals in the "At Time Of" view now calculating correctly.
• Multi-month PDF Report timeout error now fixed.

Others

• Material Details now correctly hides archived locations.
• Material Catalog now correctly shows archived locations.

Improvements

• Inventory Count Sortable Material List (on Web)
• PO List Status Sorting
• Faster Location Search