Set Up Your Company Details in Ply
In this guide, we’ll walk you through how to enter your company’s business information into Ply. This is a quick but important step that ensures consistency across documents like purchase orders, RFQs, and internal records. Once set up, your details will automatically populate where needed. No retyping required.
Why Adding Business Info Matters
Your business information is used across Ply to help you:
Automatically populate documents like POs, RFQs, and invoices
Maintain consistency in supplier communications
Keep your workspace records clean and professional
Entering this data up front removes the need for manual entry later. It also helps your team operate more efficiently.
1. Navigating to the Business Info Section
To get started:
Click on Settings in the main navigation
Click on the Company & Billing > Company > Business Information tab in the sidebar
This opens the form where you can enter all your company’s core details.
2. Entering Your Company Details
Here are the fields you can complete:
Business Legal Name: Your official company name
Business Entity Type: Choose from Corporation, LLC, Sole Proprietorship, etc.
Business Start Date: The date your business officially started
Business Phone Number: Include your area code or country code as needed
Employer Identification Number (EIN): Your company’s federal tax ID
Business Address: The main physical address
Apt/Suite (optional): Add a unit, floor, or suite number if needed
City: The city where your business is located
State / Province: Select from the dropdown menu
Zip Code: Your postal code
3. Saving Your Information
Once you’ve filled out the form:
Click Save Information in the bottom left corner
Your data will be stored and applied automatically across Ply
You can return to this section at any time to make updates
There is no confirmation popup. Your changes save instantly when you click the button.
Tips for Accurate Setup
Use your business’s legal name, not a nickname or brand name
Double-check your EIN and contact number for accuracy
Keep your address current so POs and invoices reflect the correct location
You can skip the Apt/Suite field if it does not apply to you
Still need help? Contact Support!