Request For Quote (RFQ) & Purchase Order (PO)
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.
19 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