What's New This Week: New Public API Endpoints, PO Templates, Hold Qty Deducted from Available Stock, Bulk Actions, and more

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