Release: Multiple Custom PO Formats, Active POs in Replenishment + POs for Items, Single Job Tech Assignment Setting & More!
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.