Ply’s Purchase Order integration with ServiceTitan allows you to create POs in Ply and sync them directly into ServiceTitan’s Purchase Order module. This saves time, reduces manual data entry, and ensures accurate tracking across platforms.
🧾 What You'll Learn in This Guide
- How to create a Purchase Order (PO) from a replenishment list
- How to move the PO through different stages
- How to sync that PO with ServiceTitan
- How to reconcile received items back into your stock location
✅ Step 1: Create a Purchase Order from a Replenishment List
- Go to Stock in Ply and select your stock location.
- Go to Replenishment List tab.
- Select the item(s) you want to replenish.
- Click Create Purchase Order.
- Fill in the PO details:
- PO Number (or let Ply assign one)
- Assignee
- Ship-to location
- Required-by date
- Associated Job (optional)
- Contact name
- Supplier
- Adjust quantities and unit costs as needed.
- Click Create & Send Purchase Order to send it to the supplier.
🔄 Step 2: Sync the Purchase Order to ServiceTitan
- Go to the Purchase Orders tab in Ply.
- Find and open the PO you just created.
- Click Create Purchase Order in ServiceTitan (or you may see this in the top-right corner or a dropdown).
- A modal will appear where you’ll enter:
- Supplier run
- Business unit
- Inventory location
- Order date
- Technician impact (optional)
- Commission, tax, or shipping info (if applicable)
- Click Create.
✅ The PO is now synced to ServiceTitan. A ServiceTitan logo will appear next to the PO in Ply. Clicking it will open the PO directly in ServiceTitan.
📤 Step 3: Batch Transfer to Accounting (Optional)
If you have accounting software like QuickBooks Online or Sage connected to ServiceTitan, you can now batch-transfer the synced PO from ServiceTitan to your accounting system.
📦 Step 4: Reconcile the PO in Ply
- In Ply, go back to Purchase Orders and locate the synced PO.
- Drag it to the Received stage and click Change Status.
- Click Reconcile.
- Select the destination (e.g. your default warehouse or a job).
- Click Confirm in the top-right corner.
The items will now be added to your stock.
📊 Step 5: Verify the Reconciliation
- Go to your stock location (e.g. “Default Warehouse”).
- Open the Activity tab.
- You’ll see the reconciled item listed with the reason “PO Reconciled,” along with purchase price and a link back to the PO.
- Click the ServiceTitan logo to reopen the synced PO in ServiceTitan.
✅ That’s it!
You’ve now successfully created, synced, and reconciled a Purchase Order between Ply and ServiceTitan. If you have any questions, feel free to reach out to our support team, we’re here to help.