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 & LifecycleAn RFQ is how you ask suppliers for their best price on materials. This guide walks through the full lifecycle, from creating a request to accepting a bid and generating…
RFQ management: how to manually share a Request For Quote and send an accepted offer.When a supplier isn't in Ply's portal, you can still share RFQs via a copyable link or PDF and send accepted bid confirmations the same way.
How can Suppliers submit offers for an RFQ?A Ply customer has sent you a Request for Quote; here's exactly how to respond, enter your prices, and submit your bid in a few minutes.
How to create and manage Purchase Orders in PlyPurchase Orders track every material order you place with a supplier, from creation to delivery and payment. Create them from an accepted RFQ bid, directly from the catalog, or from…
How to Receive Materials in a Purchase OrderWhen your order arrives, you need to reconcile it in Ply to update your stock levels. Here's the full process; from changing status to confirming the receipt.
How to Create and Manage a Returns POSend materials back to a supplier, whether incorrect, damaged, overstocked, or under warranty, and keep your inventory and records accurate.
How to Partially Receive a Purchase Order (PO) in PlyWhen only part of an order arrives, reconcile what's on hand now and come back for the rest later; Ply keeps the PO open until everything is received.
Creating Purchase Orders for ToolsOrder new tools and equipment through the same PO workflow you use for materials; with one key difference in how you add them to the order.
Purchase Orders: add multiple vendor contacts for PO EmailsAdd multiple contacts to a supplier profile and choose exactly who receives the PO email when you place an order; purchasing manager, AP, logistics, or all of them at once.
Purchase Orders: Activity TabThe Activity tab is a complete, timestamped audit trail of everything that happened on a PO; who created it, what changed, when it was sent, received, and reconciled.
Purchase Orders: Special Order & Custom Material ItemsCreate a custom one-time material directly in a PO; without it permanently cluttering your catalog. Once consumed, it disappears from your active inventory automatically.
How to record Cost to Business and Cost to Client for a Purchase made outside of PlyWhen you buy materials outside Ply; at a supply house, Home Depot, or by direct phone order; log both what you paid and what you charge your customer to keep…
Create Purchase Orders for KitsReorder or restock a kit with one click; Ply automatically expands it into all its component materials on the PO, ready to review and send.
How Purchase Order Updates from Suppliers Work in Ply
How to Enable PO Creation for TechniciansBy default, only Admins and Owners can create Purchase Orders. This guide shows how to grant individual technicians permission to create POs directly, and how to revoke it when needed.
How to Add Online Vendors (Like Amazon) in PlyAmazon, Home Depot, Grainger, online vendors don't integrate directly with Ply, but you can still track every purchase and keep your inventory accurate using a simple workaround.
Add a Serial Number during PO reconciliation.When receiving a serialized material on a PO, you can enter its serial number right in the reconciliation form or add it later from the Stock section. Both paths are…
Ply Punch-Out Chrome ExtensionBrowse supplier websites like you normally would; then send items straight to your Ply catalog or create a Purchase Order in one click. No copying, no pasting.
How to submit PO price updates as a SupplierThis guide covers both sides of the flow: what the supplier does to submit price changes and what the Ply user sees and needs to do to review and approve…