Recent News: Account Cleanup Package, Supplier Associate Roles, and more

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!