By 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 Enable PO Creation for Technicians

Create a custom one-time material directly in a PO; without it permanently cluttering your catalog. Once consumed, it disappears from your active inventory automatically.

Purchase Orders:  Special Order & Custom Material Items

Order 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.

Creating Purchase Orders for Tools

Reorder or restock a kit with one click; Ply automatically expands it into all its component materials on the PO, ready to review and send.

Create Purchase Orders for Kits

Purchase 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 create and manage Purchase Orders in Ply

How to create, enable, and set up Purchase Orders for kits, tools, and special order items

Getting Started with POs

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