How to Scan a Receipt to Enter Materials?
Log in to your Ply account.
Navigate to the location where you want to enter the receipt.
Once inside, scroll to the right until you find Receipts.
From there, click on Scan > Scan Receipt.
You can then choose whether to scan a receipt on the spot or upload one from your gallery.
Scan or upload the file.
Once done, the submission will be sent to your manager for approval.
What happens next?
Your receipt will be sent for Admin/Owner approval. Once an admin approves it, the items will reflect in the selected location’s inventory.
I am an Admin/Owner - How do I review and approve the scanned receipt?
Go to the Location where the receipt request was submitted.
Navigate to Receipts.
Receipts pending approval will appear under Pending.
From there, using the three-dot menu, you can:
Open: Allows you to view the receipt only.
Review Items" Lets you view and edit the receipt.
Download the receipt.
Delete the request.
Once reviewed, you can approve or reject it from Review Items > Next Step > Confirm.
This confirms the reception and adds the materials to your stock.
Important Note
If you are scanning a receipt that contains materials whose names or item numbers do not match the ones in your catalog, this may result in duplicate entries.
Still need help? Contact Support!