Information You'll Need from Your Supplier
Contact each supplier and ask for:
Legal business name (as it appears on their invoices)
Business email address
Business type (e.g., "Wholesale Distributor", "Manufacturer")
Phone number
Business address (city, state, postal code, street address)
Tax ID/EIN (required in some regions)
Banking details:
Account number
Routing number
Account holder name
Tip: Most suppliers have this information readily available. You might get it from a sales contact, vendor management contact, or their accounting team.
Adding Supplier Details in Ply
Step 1: Open the Supplier
Go to Procurement > Purchasing > Suppliers
Select the supplier you want to enable for payments
Click the Payment Information tab
Step 2: Set Up Supplier Details
Click Set Up Supplier Details
Fill in the supplier information:
General Info
Legal business name (required)
Email (required)
Business type (required) - select from dropdown
Phone number (required)
Business Address
City (required)
State or province (required)
Postal code (required)
Address line 1 (required)
Address line 2 (optional)
Other Information
EIN/Tax ID (required in some regions)
Business description (optional)
Step 3: Set the Supplier Net Terms
Click on "Set Net Terms"
From there, you can:
1. Create a New Payment Term from there
2. Select an existing payment term
Step 4: Save the changes.
Click Continue to proceed. The supplier is now set up for payments.
Checking What You've Added
After setup, you can view the supplier's payment information anytime:
Go to Suppliers and select the supplier
Click Payment Information tab
You'll see:
Default payment term (if set)
Supplier details you entered
Status
What Happens Next?
Once a supplier's details are entered, you can Create a PO and start making payments
Error Messages During Payment
If you see these errors when trying to make a payment, it means the supplier details aren't complete:
"Supplier is not linked as a counter party"
You haven't set up the supplier's details yet
Complete the "Set Up Supplier Details" form above
"Supplier payment method not configured"
The supplier's banking details (account/routing number) are missing
Go back to Supplier Details and make sure all banking fields are filled in
Tips
One-time setup: You only do this once per supplier
Contact supplier: If you don't have their info, reach out directly.
Use an existing contact: Check your email history with the supplier; they may have sent you their details before
Keep it organized: Have all supplier info ready before you start adding them to Ply
What's Next?
Set payment terms for suppliers (Net 30, Net 45, etc.)
Make your first payment