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Field Requests: How to Create, Manage, and Fulfill Them

Field Requests help your techs in the field communicate with your warehouse and back office quickly and efficiently, without the need for extra calls or texts

In this guide, you'll learn how to:

  • Create a field request from mobile

  • Manage and fulfill requests from the web

  • Create and link purchase orders

  • Reconcile received items back into a location

ℹ️ What are Field Requests?

Field Requests are designed for your techs to use. Since they can’t create POs directly from the app, they can use a Field Request to add the materials they need.
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The account owner or admin can then review the request and decide whether to create a PO, RFQ (Request for Quote) or a Pick List for those materials.

🛠️ Creating a Field Request (Mobile)

  1. Open the Ply mobile app and tap the Field Requests tab in the bottom-right corner.

2. Tap the ➕ icon in the top-right corner to create a new request.

3. Select a location.

4. Choose a job if needed.

5. Hit on Add Materials - Or Scan or search for materials and add the needed quantity.

6. Set a priority, due date, and add notes.

7. Tap Confirm to send it to the back office.
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Managing Requests (Web)

  1. Go to Stock > Field Requests in the web app.
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2. You’ll see a status filter at the top (e.g., Open, In Progress, Completed).

3. Click any request to view details, edit due dates, change status, or delete it.

4. Hover over Availability to check stock by location and decide whether to create a purchase order or picklist.

Creating a Purchase Order from a Field Request

  1. Open the field request.

  2. Select the items you want to order.

  3. Click Create Purchase Order.
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  4. Fill in:
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    • Supplier

    • Ship-to location

    • Optional: add teammates to notifications
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  5. Review and send the PO.

Once sent, it will show as “In Progress” and link back to the original request.

ℹ️ You can repeat this same process for creating a Request for Quote or a Pick List.

Receiving & Reconciling Items

  1. After receiving the PO, go to the Purchase Orders tab.

  2. Change the PO status to Received.

  3. Click Reconcile, choose a location, and confirm.

  4. Go back to the Field Request and mark it as Received to complete it.

ℹ️ You may also want to check out our Help Center guide on Managing PO Status & Reconciliation

Final Step

Once reconciled and marked as complete, the request will appear in the Completed tab in both the mobile and web apps.

Still need help?

Contact Support Here!

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