➡️ Follow this step-by-step
From the main menu, navigate to Purchase Orders.
Open the PO you want to receive.
Change the status of the PO to Received or Partially Received to start reconciling it fully or partially. You can also drag & drop the PO card to the Received or Partially Received statuses.
You can also drag & drop the PO card to the Received or Partially Received statuses.
4. After changing the status, the Reconcile option will be enabled. Click on "Reconcile." (This works the same from within the PO or from the board view.)
This is the view within the PO:
This is the view from the board:
5. Once inside, you'll need to specify whether you want to reconcile those materials into a Location or into a Job. (Reconcile means you confirm them as received, and they will start reflecting in the stock.)
📦 Location | 🔧 Job | ⚙️ Custom Per Item |
⭐ Most common | Direct to site | Split shipments |
Materials go to a warehouse or truck in your stock system. Select the specific location from the dropdown. | Materials go directly to a job — useful when delivery goes straight to a job site without touching your warehouse. | Different items go to different locations. Each line item gets its own destination selection. |
e.g. Warehouse A, Truck #7 | e.g. Job #4821 — Morrison HVAC install | e.g. Filters → Warehouse A, Capacitors → Truck #7 |
Once you select Job or Location, in the dropdown menu you’ll need to choose which job or which location
You don’t need to reconcile everything into the same location or the same job. If you created a PO with multiple materials that need to be reconciled into multiple locations, you can select the option “Custom Locations for materials”.
6. After confirming the location, mark how much of the material you received. For example, if you ordered 2 units but only received 1 this time, mark 1 now and receive the other one later.
To do that, hit on "Edit Qty" in the material line.
And enter the received quantity like this:
7. Save the changes.
At that point we will have received some units, so we’ll have done a partial reconciliation, and the PO will show under the status Partially Received.
As you can see, the Reconcile button is still available for you to use when you receive the rest of the materials.
➡️ How to Reconcile the Remaining Items
Go to Purchase Orders
Find the PO
Open the PO and select Reconcile from the three-dot menu, or click the Reconcile button directly from the board.
Then click on Add Stock - this button is enabled when there are still materials left to reconcile.
Once there, click on Add Location and reconcile the rest
And that’s it! That’s how you can partially reconcile materials
➡️ Can I Unreconcile a PO?
Yes, you can unreconcile POs by clicking on the three dots in case you would like to correct that status:
➡️ Best practices
✅ If you're on Housecall Pro, double-check the item's material category before your first partial receive.
A category set to a parent (non-leaf) category can trigger sync errors during reconciliation, see Common issues & fixes below.
✅ Avoid manually force-editing quantities directly on a partially reconciled PO outside the normal flow.
If a PO's reconciliation state gets manually modified in a way that conflicts with what's expected, it can get stuck in an inconsistent state that needs a backend reset from support to fix cleanly.
✅ Use "Custom Locations for materials" instead of doing multiple separate partial receives when you already know a shipment needs to be split across several destinations; it's faster than reconciling repeatedly to different single locations.
➡️ Common issues & fixes
"I'm on Housecall Pro and got 'Cannot update materials in Housecall Pro: The material could not be found' when trying to partially receive items."
This was a confirmed bug and has since been fixed, you should now be able to partially reconcile without this error. If you're still seeing it, contact support with the PO number.
"A partially received PO is stuck in a weird state and won't let me reconcile cleanly, even after unreconciling."
This can happen if the PO's reconciliation state was manually modified in a way that leaves it inconsistent, for example, quantities edited outside the standard reconcile flow. In a real case, engineering reverted the PO's reconciliation state, adjusted the material quantities, and reset the correct on-hand quantity so the customer could reconcile it cleanly again. If this happens to you, contact support with the PO number, this typically needs a backend reset rather than a self-serve fix.
"I need to reconcile from the Table view, but I can't find the option there."
This is expected; the Table view doesn't surface the reconcile action directly. Use the Received tab, or open the PO from the All tab and use the three-dot menu → Reconcile.
➡️ Related feature requests worth voting on
"Receiving shipments on POs in the mobile app feels clunky."
There's an active feature request with strong support to simplify this — you can add your vote here: Simplified process for receiving shipments on purchase orders in the PLY app
"I want partial receiving improved to be more line-by-line."
There's an open feature request for this, you can add your vote here: Improve Partial PO Receiving – Line-by-Line Reconciliation.
"I want to reconcile directly from the Table view, not just Received/All."
There's an open feature request for this, you can add your vote here: Be able to "reconcile" from table view.
Still need help? Contact Support!
Questions about partially received POs or reconciling across multiple locations? We're happy to help.