1
Project
2
Supplier
3
PO Title
4
Delivery Items
5
Details
6
Approval
1
Select Project
Which project is this for?
2
Select Supplier
Who are you ordering from?
3
Add PO Title
Give this purchase order a descriptive name
Order Date
Mon 23/03/2026
PO Number
PO–001
GST
GST – Exclusive
Delivery Items
| # | Description | Unit | Cost Centre | Unit Cost ($) | Order Qty | Total ($) | Tax |
|---|---|---|---|---|---|---|---|
| 1 | $ | $ 0.00 | GST on Exp. | ||||
| 2 | $ | $ 0.00 | GST on Exp. |
Subtotal (ex. GST)$ 0.00
GST 10%$ 0.00
Total (inc. GST)$ 0.00
Attachments
+ Browse or drop file
Delivery Details
Approval Workflow
Users selected under 'Can Approve' and 'Can Close' will receive an email notification for the purchase order approval request.
Can Approve
Can Approve if total amount is Any Amount
Can Close
Can Close if total amount is Any Amount
Product Spec — Guided Purchase Order Creation
- Change: Replaced the flat form with a guided 6-step flow. Steps 1-3 are guided (Project, Supplier, PO Title), then the full form reveals for steps 4-6.
- Stepper: Wizard-style stepper stays pinned at the top, showing progress through all 6 sections.
- Steps 1-3: Sequential guided cards. Must complete each before the next unlocks.
- Steps 4-6: Full form sections (Delivery Items, Attachments & Details, Approval) — stepper updates as you scroll.
- Why: The current form shows everything at once which is overwhelming. Guiding users through the 3 most important decisions first reduces cognitive load and ensures critical fields aren't missed.
Prototype by James Baker — click through the steps to see the interaction.