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

✨ This release requires mobile app update✨

What's New

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.

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

• "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.

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

• 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.

• 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