Purchasing (RFQ's & Purchase Orders)
Everything from sending a quote request to a supplier, comparing offers, creating the PO, receiving the order (full or partial), syncing it to your FSM, and handling edge cases like returns and external purchases.
24 articles
- RFQ Management & Lifecycle
- RFQ management: how to manually share a Request For Quote and send an accepted offer.
- How can Suppliers submit offers for an RFQ?
- How to create and manage Purchase Orders in Ply
- How to Receive Materials in a Purchase Order
- How to Create and Manage a Returns PO
- How to Partially Receive a Purchase Order (PO) in Ply
- Creating Purchase Orders for Tools
- Purchase Orders: add multiple vendor contacts for PO Emails
- Purchase Orders: Activity Tab
- Purchase Orders: Special Order & Custom Material Items
- How to record Cost to Business and Cost to Client for a Purchase made outside of Ply
- Create Purchase Orders for Kits
- How Purchase Order Updates from Suppliers Work in Ply
- How to Enable PO Creation for Technicians
- How to Add Online Vendors (Like Amazon) in Ply
- Add a Serial Number during PO reconciliation.
- Ply Punch-Out Chrome Extension
- How to submit PO price updates as a Supplier
- Why isn't my Cost to the Business updating after reconciling a PO?
- How to check if an item is already on order (and avoid duplicate POs)
- Margin Monitor: Set Your Profit Margins Automatically
- Purchase Setting: Lock Business Cost from PO Reconciliation
- Cost Layers: Tracking Different Purchase Costs for the Same Material