Set Up Your Company Details in Ply ✍️
In this guide, we’ll walk you through how to enter your company’s business information into Ply. This is a quick but important step that ensures consistency across documents like purchase orders, RFQs, and internal records. Once set up, your details will automatically populate where needed. No retyping required.
Why Adding Business Info Matters 🤔
Your business information is used across Ply to help you:
- Automatically populate documents like POs, RFQs, and invoices
- Maintain consistency in supplier communications
- Keep your workspace records clean and professional
Entering this data up front removes the need for manual entry later. It also helps your team operate more efficiently.
1. Navigating to the Business Info Section 🧭
To get started:
- Click on Settings in the main navigation
- Select the Business Info tab in the sidebar
This opens the form where you can enter all your company’s core details.
2. Entering Your Company Details 📝
Here are the fields you can complete:
- Business Legal Name – Your official company name
- Business Entity Type – Choose from Corporation, LLC, Sole Proprietorship, etc.
- Business Start Date – The date your business officially started
- Business Phone Number – Include your area code or country code as needed
- Employer Identification Number (EIN) – Your company’s federal tax ID
- Business Address – The main physical address
- Apt/Suite (optional) – Add a unit, floor, or suite number if needed
- City – The city where your business is located
- State / Province – Select from the dropdown menu
- Zip Code – Your postal code
3. Saving Your Information 💾
Once you’ve filled out the form:
- Click Save Information in the bottom left corner
- Your data will be stored and applied automatically across Ply
- You can return to this section at any time to make updates
There is no confirmation popup. Your changes save instantly when you click the button.
✅ Tips for Accurate Setup
- Use your business’s legal name, not a nickname or brand name
- Double-check your EIN and contact number for accuracy
- Keep your address current so POs and invoices reflect the correct location
- You can skip the Apt/Suite field if it does not apply to you
🎥 Want a Step-by-Step Visual?
Watch our walkthrough video to see how to complete and save your business information in Ply.