Note: If you already have Fergusonāintegrated materials in your catalog, you can skip Steps 1ā3 and start at Step 4.
š Path A ā New to Ferguson Items | ā Path B ā Items Already in Catalog |
Haven't added them to your catalog yet | Ferguson materials are already imported |
Your Ferguson materials aren't in your Ply catalog yet. You'll need to browse the Ply Library, add items to a Draft List, then import to catalog before creating the PO. | Your Ferguson materials are already in your Ply catalog. Skip the Library steps and go straight to creating the PO from your catalog. |
ā Follow all 7 steps | ā Jump to Step 4 |
ā”ļøStep 1: Ply Library + Your Ferguson Account
Navigate to the Ply Library.
Go to Account
Confirm you are working in the correct region, account, job, or contract.
Pricing and availability may vary by region, job, or contract. Verifying this upfront ensures the correct prices flow through to your purchase order.
ā ļøVerify this before browsing, pricing varies by context
The region, account, and contract you have selected directly affect the prices shown in the Library. If you order under the wrong account or branch, the PO will be placed at incorrect pricing that may not match your actual agreement.
ā”ļø Step 2: Add Materials from the Ply Library to Draft List
Browse or search for the materials you need.
Select the materials and add them to the Draft List.
The Draft List functions like a shopping cart where you can stage materials before adding them to your catalog.
ā
šWhat is the Draft List?
The Draft List is a temporary staging area, like a shopping cart. Items sit here until you review them and import them into your Catalog. Nothing is ordered or committed yet at this stage.
ā”ļø Step 3: Import Materials from Draft List into Your Business Catalog
Open your Draft List.
Select the materials you want to import.
Enter required details such as location and any editable fields.
When everything looks correct, click Import to Catalog.
Once imported, the materials are now part of your Business Catalog and ready for purchasing.
ā”ļø Step 4: Create a Purchase from Your Catalog
Go to your Business Catalog.
Select the materials you want to order.
Click Create Purchase Order.
š” Path B starts here
If your Ferguson materials were already in your catalog, this is where you begin. Skip steps 1ā3 and start from your Catalog directly.
ā”ļø Step 5: Fill Out Purchase Order Details
Complete all required purchase order details (e.g., delivery location, quantities, dates).
When selecting a supplier, make sure to choose Ferguson Integrated supplier.
Make sure to select the correct Ferguson account location.
ā ļøSelect "Ferguson Integrated" as the Supplier ā Critical Step
Choosing the wrong supplier type means the order won't go through the integration
šØ Always select "Ferguson Integrated" ā not plain "Ferguson"
You may see a standard "Ferguson" supplier option in Ply. Selecting that one sends the PO as a regular email ā it does NOT go through the integration. Only "Ferguson Integrated" routes the order directly to Ferguson's Trilogie system and notifies your sales associate.
ā”ļø Step 6: Final Review
Review all purchase order details carefully.
Confirm materials, quantities, locations, and supplier information.
Use āPreviousā button to go back and make any necessary edits before submitting.
ā”ļø Step 7: Send the Purchase Order to Ferguson
Click Create & Send button to submit the purchase order to Ferguson.
You can track the Purchase order on the Purchase Order tracker.
ā”ļø What Happens Next?
The purchase order is sent directly to Fergusonās Trilogie system.
Your assigned Ferguson sales associate is automatically notified via email.
š”What is Trilogie?
Trilogie is Ferguson's internal ordering and distribution platform. When a PO goes through the integration, it enters Trilogie directly, the same system Ferguson uses internally to process and fulfill orders.
Your Fergusonāintegrated purchase order is now successfully submitted and in progress.
ā”ļø Best practices
ā Triple-check the supplier field says "Ferguson Integrated," not "Ferguson."
This is by far the most common mistake on this flow, the two options look similar, but only one actually routes through Trilogie.
ā Confirm your Account context (region, branch, contract) before Step 1.
If it's set incorrectly, everything downstream, Library pricing, the Draft List import, and the PO itself, inherits the wrong context.
ā If you hit a Ferguson-related error anywhere in this flow, note the exact step and time.
Ferguson-integrated errors come in more than one form (see below), the more specific detail you can give support, the faster the right team can look into it.
ā”ļø Common issues & fixes
"I'm getting 'Failed to send request to Ferguson API' while creating or editing the PO."
This is a known error family with more than one underlying cause (temporary connectivity issues between Ferguson and Ply, or an API limit on very large orders). See Ferguson Integration: What it is + What you can do for the full breakdown and what to report to support.
"I get 'Data Not Found in Ferguson' when trying to reconcile a Ferguson-integrated PO, or when adjusting a quantity."
This is a separate, confirmed error we've seen recur on Ferguson-integrated order, it can appear during reconciliation or when adjusting a quantity on the app, not just when creating the PO. Each time this has come up, our engineering team has had to investigate and resolve it on the backend; there isn't a self-serve fix. If you hit this, contact support with the PO number and the exact action you were taking (e.g., "adjusting quantity on the app") so we can escalate it right away.
"My PO went out as a regular email instead of going through Ferguson's system." This almost always means "Ferguson" was selected instead of "Ferguson Integrated" on the Supplier field in Step 5. Double-check which one was selected; if it's wrong, you'll need to recreate the PO with the correct supplier selected, since a PO already sent as a plain email won't retroactively route through the integration.
"A material I need isn't in the Ply Library, or my catalog item still shows no Ferguson price after importing."
See How to get additional materials linked to Ferguson, our team can link a material to its matching Ferguson item from the backend if it's not showing up automatically.
ā”ļø FAQs
Can I skip straight to Step 4 every time once my materials are already in my catalog?
Yes, that's exactly what Path B is for. You only need Steps 1ā3 the first time you bring a new Ferguson material into your catalog.
What happens if I choose the wrong account/branch in Step 1?
The library pricing you see (and the pricing that flows into your PO) will reflect the wrong context. Go back to the Account tab, correct it, and re-verify pricing before continuing.
Is there a way to confirm my PO actually reached Trilogie?
You'll get an automatic notification that your Ferguson sales associate was notified, and you can track the PO on the Purchase Order Tracker. If you're ever unsure, reach out to support with the PO number.
Questions about creating Ferguson-integrated POs? We're happy to help.