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Quick PO: get a PO number now; add items later

Need a PO number before you know exactly what you're buying? A quick PO gives you one in seconds; you add the materials later.

Sometimes a tech is standing at the supplier counter and needs a PO number right now, before anyone has built out the line items. Quick PO solves that: pick a supplier, optionally link a job, and Ply hands you a PO number immediately. The PO is saved as a draft so you can add materials whenever you're ready.

⚠️ Quick PO is currently available on the web app. Mobile support is coming soon.

➡️ Who can use Quick PO

Admins, owners, and managers can create quick POs. Technicians can too, as long as they have PO creation permission: see How to Enable PO Creation for Technicians.

➡️ How to create a Quick PO

  1. Go to Purchasing → Purchase Orders.

  2. Click the arrow next to Create New and select Quick PO.

  3. Choose the Supplier (required).

  4. Optionally select a Job if this purchase is for a specific job.

  5. Click Get PO number.

Ply shows the new PO number with a copy icon so you can share it with the supplier or your tech right away. You'll also see the supplier, job, status (Draft), and who created it.

➡️ Adding items later

From the confirmation screen you have two options:

  • Add items: opens the PO so you can add materials right away.

  • Done: closes the window. The PO stays on your board with a purple Needs Items tag so it's easy to spot. When you know what was bought, open the PO and add the materials. The tag goes away once items are added.

Once the items are in, finish the PO as usual: send it, then receive and reconcile it. See How to Receive Materials in a Purchase Order.

➡️ Best practices

✅ Have the rest of the PO details handy when you send it.

A Quick PO only asks for supplier and job. When you mark it as Sent, Ply asks for the Required By date and the supplier email before it moves forward.

✅ ServiceTitan users: add Required By before syncing.

POs that sync to ServiceTitan need that date, so set it before you move the PO forward.

✅ Don't leave Quick POs sitting in Draft.

Add the items as soon as the purchase is confirmed so your stock and job costs stay accurate.

➡️ FAQs

Do I need to link a job?

No, Job is optional. Link it if the materials are for a specific job so the costs land in the right place.

Is Quick PO on the mobile app?

Not yet. It's web-only for now; mobile is coming soon.

Still need help?

Contact Support!

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