{"id":21247,"date":"2025-08-19T14:20:31","date_gmt":"2025-08-19T08:50:31","guid":{"rendered":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/?post_type=article&#038;p=21247"},"modified":"2025-08-19T14:20:31","modified_gmt":"2025-08-19T08:50:31","slug":"forms-2-0-use-case-purchase-order-management","status":"publish","type":"article","link":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/forms-2-0-use-case-purchase-order-management\/","title":{"rendered":"Use Case: Managing Purchase Orders Using Forms 2.0"},"content":{"rendered":"<h2>Overview<\/h2>\n<section>\n<p class=\"mt-4\">This article shows how to set up a full Purchase Order (PO) process using Nimblework\u2019s\u00a0<strong>Forms\u202f2.0<\/strong>. You\u2019ll configure seven logical blocks (from PO details to payment tracking) with screenshots and tables for each, helping Procurement get control, clarity, and accuracy.<\/p>\n<\/section>\n<h2>Problem Statement<\/h2>\n<p>As TechNova Inc. expanded operations across departments, it began facing challenges with traditional procurement practices. IT and Admin teams frequently raised hardware and software requests, but these were submitted via spreadsheets or paper forms, leading to:<\/p>\n<ul>\n<li>Manual data entry errors scattered, siloed records across departments<\/li>\n<li>Slow approvals due to lack of standardization<\/li>\n<li>Difficulties tracking vendor performance and purchase history<\/li>\n<\/ul>\n<p>These issues not only slowed operations but also introduced compliance risks and reduced financial transparency.<\/p>\n<h2>Business Scenario<\/h2>\n<p data-pm-slice=\"1 1 []\">To streamline procurement, TechNova adopted Forms 2.0. The goal was to create a single, standardized Purchase Order form that captured all necessary data in a structured and trackable way. With this setup, the procurement team could:<\/p>\n<ul>\n<li data-pm-slice=\"1 1 []\">Access real-time PO data<\/li>\n<li data-pm-slice=\"1 1 []\">Visualize spend categories<\/li>\n<li data-pm-slice=\"1 1 []\">Automate approval workflows<\/li>\n<li data-pm-slice=\"1 1 []\">Ensure compliance through consistent formats<\/li>\n<\/ul>\n<p>Let\u2019s walk through how the team configured the PO form using Blocks 1 to 7 in Forms 2.0.<\/p>\n<h2 data-pm-slice=\"1 1 []\">Key Participant<\/h2>\n<p>The Project Manager (Configurator) will be responsible for creating blocks, adding fields, configuring validation rules, and publishing the form.<\/p>\n<h2>Form Structure<\/h2>\n<p>The Configurator designs and configures the Purchase Order form within Nimblework using the intuitive <strong>Form Builder<\/strong>. This powerful capability allows for a highly structured and dynamic form that precisely adapts to specific business needs and user input.<\/p>\n<p>For detailed steps on how to create and configure forms and fields within Forms 2.0, please refer to the <a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-use-form-2-0-configuration\/\" rel=\"noopener\">Configure a Form using Form 2.0 article.<\/a><\/p>\n<p data-pm-slice=\"1 1 []\">Screenshot below shows the <strong>Form Builder<\/strong> \u2014 the workspace where you configure your form. To make sure all key information is captured for a Purchase Order raised by the IT team, the following blocks (Block 1 to Block 7) should be added for effective PO management and tracking.<\/p>\n<p data-pm-slice=\"1 1 []\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-21653 size-full\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Form-Builder-2.png\" alt=\"Form Builder\" width=\"2411\" height=\"1494\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Form-Builder-2.png 2411w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Form-Builder-2-300x186.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Form-Builder-2-1024x635.png 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Form-Builder-2-768x476.png 768w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Form-Builder-2-1536x952.png 1536w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Form-Builder-2-2048x1269.png 2048w\" sizes=\"(max-width: 2411px) 100vw, 2411px\" \/><\/p>\n<h3>Block 1: Purchase Order Details<\/h3>\n<p>This is the header block of the PO form. Think of it as the starting point of your configuration\u2014where basic but critical information about the order is captured. Below are the key fields, their types, and why they matter. To know more about how to add blocks and fields, <a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-use-form-2-0-configuration\/#AddingFieldSegmentstoaForm\" rel=\"noopener\" class=\"\" data-start=\"91\" data-end=\"196\">click here<\/a>.<\/p>\n<h3><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-21655 size-full\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Purchase-Order-1-1.png\" alt=\"Purchase Order Builder\" width=\"2436\" height=\"1494\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Purchase-Order-1-1.png 2436w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Purchase-Order-1-1-300x184.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Purchase-Order-1-1-1024x628.png 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Purchase-Order-1-1-768x471.png 768w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Purchase-Order-1-1-1536x942.png 1536w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Purchase-Order-1-1-2048x1256.png 2048w\" sizes=\"(max-width: 2436px) 100vw, 2436px\" \/><\/h3>\n<table style=\"width: 98.6682%; height: 260px;\">\n<tbody>\n<tr style=\"background-color: #e8e8e8;\">\n<th style=\"height: 20px; width: 10.9878%;\"><span class=\"selected\">Field<\/span><\/th>\n<th style=\"height: 20px; width: 16.2042%;\"><span class=\"selected\">Field Type<\/span><\/th>\n<th style=\"height: 20px; width: 70.2963%;\"><span class=\"selected\">Reason<\/span><\/th>\n<\/tr>\n<tr style=\"background-color: #fdfdff;\">\n<td style=\"text-align: left; height: 20px; width: 10.9878%;\"><span class=\"selected\">PO ID<\/span><\/td>\n<td style=\"text-align: left; height: 20px; width: 16.2042%;\"><span class=\"selected\">ID (Auto-generated)<\/span><\/td>\n<td style=\"text-align: left; height: 20px; width: 70.2963%;\"><span class=\"selected\">Unique identifier for tracking and auditing throughout the procurement lifecycle.<\/span><\/td>\n<\/tr>\n<tr style=\"background-color: #fdfdff;\">\n<td style=\"text-align: left; height: 20px; width: 10.9878%;\"><span class=\"selected\">Name<\/span><\/td>\n<td style=\"text-align: left; height: 20px; width: 16.2042%;\"><span class=\"selected\">Single Line Text\u00a0\u00a0<\/span><\/td>\n<td style=\"width: 70.2963%;\">Captures the descriptive name or title of the purchase order for easy identification and reference \u2014 for example, \u201cLinux and laptops for engineering team,\u201d so that anyone reviewing can quickly understand the purpose of the order.<\/td>\n<\/tr>\n<tr style=\"background-color: #fdfdff;\">\n<td style=\"text-align: left; height: 20px; width: 10.9878%;\"><span class=\"selected\">PO Date<\/span><\/td>\n<td style=\"text-align: left; height: 20px; width: 16.2042%;\"><span class=\"selected\">Date Picker<\/span><\/td>\n<td style=\"text-align: left; height: 20px; width: 70.2963%;\"><span class=\"selected\">Records official PO creation date, crucial for timelines and financial periods.<\/span><\/td>\n<\/tr>\n<tr style=\"background-color: #fdfdff;\">\n<td style=\"text-align: left; height: 40px; width: 10.9878%;\"><span class=\"selected\">Department<\/span><\/td>\n<td style=\"text-align: left; height: 40px; width: 16.2042%;\"><span class=\"selected\">Static Dropdown (Hierarchical)<\/span><\/td>\n<td style=\"text-align: left; height: 40px; width: 70.2963%;\"><span class=\"selected\">Links PO to a specific department for budget allocation and cost tracking. Users navigate large organizational structures efficiently.<\/span><\/td>\n<\/tr>\n<tr style=\"background-color: #fdfdff;\">\n<td style=\"text-align: left; height: 40px; width: 10.9878%;\"><span class=\"selected\">Vendor Name<\/span><\/td>\n<td style=\"text-align: left; height: 40px; width: 16.2042%;\"><span class=\"selected\">Static Dropdown (Searchable)<\/span><\/td>\n<td style=\"text-align: left; height: 40px; width: 70.2963%;\"><span class=\"selected\">Identifies the supplier. Users quickly find correct vendors using search.<\/span><\/td>\n<\/tr>\n<tr style=\"background-color: #fdfdff; height: 20px;\">\n<td style=\"text-align: left; height: 20px; width: 10.9878%;\"><span class=\"selected\">Requested By<\/span><\/td>\n<td style=\"text-align: left; height: 20px; width: 16.2042%;\"><span class=\"selected\">Static Dropdown\u00a0<\/span><\/td>\n<td style=\"text-align: left; height: 20px; width: 70.2963%;\"><span class=\"selected\">Identifies the individual initiating the purchase request for accountability.<\/span><\/td>\n<\/tr>\n<tr style=\"background-color: #fdfdff; height: 40px;\">\n<td style=\"text-align: left; height: 40px; width: 10.9878%;\"><span class=\"selected\">Payment Terms<\/span><\/td>\n<td style=\"text-align: left; height: 40px; width: 16.2042%;\"><span class=\"selected\">Static Dropdown<\/span><\/td>\n<td style=\"text-align: left; height: 40px; width: 70.2963%;\"><span class=\"selected\">Defines agreed-upon payment conditions (e.g., Net 30, Due on Receipt), critical for financial operations.<\/span><\/td>\n<\/tr>\n<tr style=\"background-color: #fdfdff;\">\n<td style=\"text-align: left; height: 20px; width: 10.9878%;\"><span class=\"selected\">Currency<\/span><\/td>\n<td style=\"text-align: left; height: 20px; width: 16.2042%;\"><span class=\"selected\">Static Dropdown<\/span><\/td>\n<td style=\"text-align: left; height: 20px; width: 70.2963%;\"><span class=\"selected\">Defines PO amount currency, essential for international transactions and accuracy.<\/span><\/td>\n<\/tr>\n<tr style=\"background-color: #fdfdff;\">\n<td style=\"text-align: left; height: 20px; width: 10.9878%;\"><span class=\"selected\">Delivery Date<\/span><\/td>\n<td style=\"text-align: left; height: 20px; width: 16.2042%;\"><span class=\"selected\">Date Picker<\/span><\/td>\n<td style=\"text-align: left; height: 20px; width: 70.2963%;\"><span class=\"selected\">Specifies expected delivery date, aiding planning and tracking.<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p style=\"text-align: left;\">To know more about field types, <a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/field-types-in-form-2-0-configuration\/\" rel=\"noopener\">click here<\/a>.<\/p>\n<h3>Block 2: Spend Summary by Category<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-21656 alignright\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Analytics-Purchase-Orders--300x300.png\" alt=\"\" width=\"342\" height=\"342\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Analytics-Purchase-Orders--300x300.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Analytics-Purchase-Orders--150x150.png 150w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Analytics-Purchase-Orders--480x480.png 480w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Analytics-Purchase-Orders-.png 616w\" sizes=\"(max-width: 342px) 100vw, 342px\" \/><\/p>\n<p>This block helps you visualize where the money is going in your purchase order. Think of it as a quick snapshot that shows how your budget is spent across different categories (like hardware, software, services, etc.). It\u2019s useful when someone reviewing the PO wants to understand the financial impact without reading every line item.<\/p>\n<p>By adding this block, you&#8217;re giving decision-makers instant clarity on spending patterns and helping them make faster, informed approvals.<\/p>\n<h3>Block 3: Line Items<\/h3>\n<p>This is where you capture all the specific items being ordered\u2014like different types of laptops for developers. You&#8217;ll enter each item\u2019s name, quantity, rate, tax, and unit of measure. Think of this block as your main order list.<\/p>\n<p>It uses a dynamic grid, which means you can add multiple rows and it will automatically calculate subtotals and totals for you. This makes managing big orders easier and reduces the risk of manual errors.<\/p>\n<p>To know more about different block types, <a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-use-form-2-0-configuration\/#UnderstandingDifferentBlockTypes\" rel=\"noopener\">click here<\/a>.<\/p>\n<h3><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-21667\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Purchase-Order-Line-Items.png\" alt=\"Purchase Order Line Items\" width=\"2706\" height=\"332\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Purchase-Order-Line-Items.png 2706w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Purchase-Order-Line-Items-300x37.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Purchase-Order-Line-Items-1024x126.png 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Purchase-Order-Line-Items-768x94.png 768w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Purchase-Order-Line-Items-1536x188.png 1536w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Purchase-Order-Line-Items-2048x251.png 2048w\" sizes=\"(max-width: 2706px) 100vw, 2706px\" \/><\/h3>\n<table style=\"width: 99.5492%;\">\n<tbody>\n<tr style=\"background-color: #e8e8e8;\">\n<th style=\"width: 15.1345%;\"><span class=\"selected\">Field<\/span><\/th>\n<th style=\"width: 23.991%;\"><span class=\"selected\">Field Type<\/span><\/th>\n<th style=\"width: 60.4183%;\"><span class=\"selected\">Reason<\/span><\/th>\n<\/tr>\n<tr>\n<td style=\"background-color: #fdfdff; text-align: left; width: 15.1345%;\"><span class=\"selected\">Item ID<\/span><\/td>\n<td style=\"background-color: #fdfdff; text-align: left; width: 23.991%;\"><span class=\"selected\">Number<\/span><\/td>\n<td style=\"background-color: #fdfdff; text-align: left; width: 60.4183%;\"><span class=\"selected\">Unique alphanumeric identifier for the item, crucial for inventory management and system integration.<\/span><\/td>\n<\/tr>\n<tr>\n<td style=\"background-color: #fdfdff; text-align: left; width: 15.1345%;\"><span class=\"selected\">Item Name<\/span><\/td>\n<td style=\"background-color: #fdfdff; text-align: left; width: 23.991%;\"><span class=\"selected\">Single line<\/span><\/td>\n<td style=\"background-color: #fdfdff; text-align: left; width: 60.4183%;\"><span class=\"selected\">Provides a clear, descriptive name for the product or service being ordered.<\/span><\/td>\n<\/tr>\n<tr>\n<td style=\"background-color: #fdfdff; text-align: left; width: 15.1345%;\"><span class=\"selected\">Quantity<\/span><\/td>\n<td style=\"background-color: #fdfdff; text-align: left; width: 23.991%;\"><span class=\"selected\">Number<\/span><\/td>\n<td style=\"background-color: #fdfdff; text-align: left; width: 60.4183%;\"><span class=\"selected\">Specifies the numerical amount of the item being purchased, critical for inventory and cost.<\/span><\/td>\n<\/tr>\n<tr>\n<td style=\"background-color: #fdfdff; text-align: left; width: 15.1345%;\"><span class=\"selected\">Unit of Measure (UoM)<\/span><\/td>\n<td style=\"background-color: #fdfdff; text-align: left; width: 23.991%;\"><span class=\"selected\">Dropdown<\/span><\/td>\n<td style=\"background-color: #fdfdff; text-align: left; width: 60.4183%;\"><span class=\"selected\">Defines the unit by which the quantity is measured (e.g., &#8220;Each&#8221;, &#8220;Box&#8221;, &#8220;Hour&#8221;), ensuring clarity.<\/span><\/td>\n<\/tr>\n<tr>\n<td style=\"background-color: #fdfdff; text-align: left; width: 15.1345%;\"><span class=\"selected\">Rate<\/span><\/td>\n<td style=\"background-color: #fdfdff; text-align: left; width: 23.991%;\"><span class=\"selected\">Number<\/span><\/td>\n<td style=\"background-color: #fdfdff; text-align: left; width: 60.4183%;\"><span class=\"selected\">The cost per unit of the item, essential for accurate financial calculation.<\/span><\/td>\n<\/tr>\n<tr>\n<td style=\"background-color: #fdfdff; text-align: left; width: 15.1345%;\"><span class=\"selected\">Amount<\/span><\/td>\n<td style=\"background-color: #fdfdff; text-align: left; width: 23.991%;\"><span class=\"selected\">Number\u00a0<\/span><\/td>\n<td style=\"background-color: #fdfdff; text-align: left; width: 60.4183%;\"><span class=\"selected\">Automatically calculates the subtotal for each line item (Quantity * Rate).<\/span><\/td>\n<\/tr>\n<tr>\n<td style=\"background-color: #fdfdff; text-align: left; width: 15.1345%;\"><span class=\"selected\">Tax<\/span><\/td>\n<td style=\"background-color: #fdfdff; text-align: left; width: 23.991%;\"><span class=\"selected\">Number (Percentage)<\/span><\/td>\n<td style=\"background-color: #fdfdff; text-align: left; width: 60.4183%;\"><span class=\"selected\">The applicable tax amount for the line item. Can be manually entered or calculated based on rules.<\/span><\/td>\n<\/tr>\n<tr>\n<td style=\"background-color: #fdfdff; text-align: left; width: 15.1345%;\"><span class=\"selected\">Total<\/span><\/td>\n<td style=\"background-color: #fdfdff; text-align: left; width: 23.991%;\"><span class=\"selected\">Formula (Auto-calculated)<\/span><\/td>\n<td style=\"background-color: #fdfdff; text-align: left; width: 60.4183%;\"><span class=\"selected\">Automatically calculates the final total for each line item based on Quantity, Rate, and Tax (Amount + Tax).<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p style=\"text-align: left;\">To know more about field types, <a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/field-types-in-form-2-0-configuration\/\" rel=\"noopener\">click here<\/a>.<\/p>\n<h3>Block 4: Shipment Details<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-21695 alignright\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Purchase-Order-Shipment-details-2.png\" alt=\"Purchase Order Shipment details\" width=\"335\" height=\"278\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Purchase-Order-Shipment-details-2.png 1328w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Purchase-Order-Shipment-details-2-300x249.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Purchase-Order-Shipment-details-2-1024x850.png 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Purchase-Order-Shipment-details-2-768x637.png 768w\" sizes=\"(max-width: 335px) 100vw, 335px\" \/><\/p>\n<p>This is the logistics section of your form. It\u2019s where you specify when and where the ordered items should be delivered, and how. As the person configuring this block, you\u2019ll guide your users to input critical delivery info such as the shippingaddress, delivery date, and method of transport.<\/p>\n<p>This ensures items reach the right place on time and helps both you and your vendors avoid confusion or delays.<\/p>\n<table style=\"width: 99.1537%;\">\n<tbody>\n<tr style=\"background-color: #e8e8e8;\">\n<th style=\"width: 17.6887%;\"><span class=\"selected\">Field<\/span><\/th>\n<th style=\"width: 16.3915%;\"><span class=\"selected\">Field Type<\/span><\/th>\n<th style=\"width: 88.3255%;\"><span class=\"selected\">Reason<\/span><\/th>\n<\/tr>\n<tr style=\"background-color: #fdfdff;\">\n<td style=\"text-align: left; width: 17.6887%;\"><span class=\"selected\">Tracking Number<\/span><\/td>\n<td style=\"text-align: left; width: 16.3915%;\"><span class=\"selected\">Text Input (Optional)<\/span><\/td>\n<td style=\"text-align: left; width: 88.3255%;\"><span class=\"selected\">Once provided by vendor, this field allows for real-time tracking of the shipment.<\/span><\/td>\n<\/tr>\n<tr style=\"background-color: #fdfdff;\">\n<td style=\"text-align: left; width: 17.6887%;\"><span class=\"selected\">Desired Delivery Date<\/span><\/td>\n<td style=\"text-align: left; width: 16.3915%;\"><span class=\"selected\">Date Picker<\/span><\/td>\n<td style=\"text-align: left; width: 88.3255%;\"><span class=\"selected\">The preferred date for the goods or services to be received, aiding logistics planning.<\/span><\/td>\n<\/tr>\n<tr style=\"background-color: #fdfdff;\">\n<td style=\"text-align: left; width: 17.6887%;\"><span class=\"selected\">Shipping Method<\/span><\/td>\n<td style=\"text-align: left; width: 16.3915%;\"><span class=\"selected\">Static Dropdown<\/span><\/td>\n<td style=\"text-align: left; width: 88.3255%;\"><span class=\"selected\">Defines how the items will be shipped (e.g., &#8220;Standard&#8221;, &#8220;Express&#8221;, &#8220;Freight&#8221;).<\/span><\/td>\n<\/tr>\n<tr style=\"background-color: #fdfdff;\">\n<td style=\"text-align: left; width: 17.6887%;\"><span class=\"selected\">Carrier<\/span><\/td>\n<td style=\"text-align: left; width: 16.3915%;\"><span class=\"selected\">Static Dropdown<\/span><\/td>\n<td style=\"text-align: left; width: 88.3255%;\"><span class=\"selected\">Identifies the shipping company responsible for delivery.<\/span><\/td>\n<\/tr>\n<tr style=\"background-color: #fdfdff;\">\n<td style=\"text-align: left; width: 17.6887%;\"><span class=\"selected\">Shipping Address<\/span><\/td>\n<td style=\"text-align: left; width: 16.3915%;\"><span class=\"selected\">Mutiline Text<\/span><\/td>\n<td style=\"text-align: left; width: 88.3255%;\"><span class=\"selected\">Specifies the exact location where the ordered items should be delivered.<\/span><\/td>\n<\/tr>\n<tr style=\"background-color: #fdfdff;\">\n<td style=\"text-align: left; width: 17.6887%;\"><span class=\"selected\">Special Instructions<\/span><\/td>\n<td style=\"text-align: left; width: 16.3915%;\"><span class=\"selected\">Mutiline Text<\/span><\/td>\n<td style=\"text-align: left; width: 88.3255%;\"><span class=\"selected\">Allows for any specific notes or requirements for the delivery personnel.<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3>Block 5: Summary &amp; Discounts<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-21698 alignright\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Purchase-Order-Discounts.png\" alt=\"Purchase Order Discounts\" width=\"338\" height=\"297\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Purchase-Order-Discounts.png 1008w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Purchase-Order-Discounts-300x264.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Purchase-Order-Discounts-768x675.png 768w\" sizes=\"(max-width: 338px) 100vw, 338px\" \/><\/p>\n<p>This is your finance block. Here, you&#8217;ll pull together all costs from the items listed earlier, apply any applicable discounts, and calculate taxes to arrive at the final grand total. It\u2019s the block decision-makers look at before signing off the PO.<\/p>\n<p>Think of it as the financial snapshot of your entire order\u2014perfect for budget checks, audit readiness, and ensuring financial accuracy before submission.<\/p>\n<table style=\"width: 100%; height: 200px;\">\n<tbody>\n<tr style=\"background-color: #e8e8e8;\">\n<th style=\"height: 20px;\"><span class=\"selected\">Field<\/span><\/th>\n<th style=\"height: 20px;\"><span class=\"selected\">Field Type<\/span><\/th>\n<th style=\"height: 20px;\"><span class=\"selected\">Reason<\/span><\/th>\n<\/tr>\n<tr style=\"background-color: #fdfdff;\">\n<td style=\"text-align: left; height: 40px;\"><span class=\"selected\">Subtotal<\/span><\/td>\n<td style=\"text-align: left; height: 40px;\"><span class=\"selected\">Formula<\/span><\/td>\n<td style=\"text-align: left; height: 40px;\"><span class=\"selected\">The sum of all &#8220;Amount&#8221; fields from Section 3, providing the raw cost before discounts\/taxes.<\/span><\/td>\n<\/tr>\n<tr style=\"background-color: #fdfdff;\">\n<td style=\"text-align: left; height: 40px;\"><span class=\"selected\">Discount Amount\/Percentage<\/span><\/td>\n<td style=\"text-align: left; height: 40px;\"><span class=\"selected\">Number<\/span><\/td>\n<td style=\"text-align: left; height: 40px;\"><span class=\"selected\">Allows for the entry of a specific discount amount or percentage to be applied to the subtotal.<\/span><\/td>\n<\/tr>\n<tr style=\"background-color: #fdfdff; height: 20px;\">\n<td style=\"text-align: left; height: 20px;\"><span class=\"selected\">Tax Rate<\/span><\/td>\n<td style=\"text-align: left; height: 20px;\"><span class=\"selected\">Number<\/span><\/td>\n<td style=\"text-align: left; height: 20px;\"><span class=\"selected\">The applicable tax rate (e.g., VAT, Sales Tax) to be applied to the order.<\/span><\/td>\n<\/tr>\n<tr style=\"background-color: #d1f5a9;\">\n<td style=\"text-align: left; height: 40px;\"><span style=\"color: #339966;\"><strong><span class=\"selected\">Grand Total<\/span><\/strong><\/span><\/td>\n<td style=\"text-align: left; height: 40px;\"><span style=\"color: #339966;\"><strong><span class=\"selected\">Formula (Auto-calculated)<\/span><\/strong><\/span><\/td>\n<td style=\"text-align: left; height: 40px;\"><span style=\"color: #339966;\"><strong><span class=\"selected\">The final, total cost of the Purchase Order, including all items, discounts, and taxes.<\/span><\/strong><\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3>Block 6: GRN \u2013 Goods Received Note<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-21699 alignright\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Purchase-Order-Goods-Receved-Note.png\" alt=\"Purchase Order Goods Receved Note\" width=\"350\" height=\"307\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Purchase-Order-Goods-Receved-Note.png 1006w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Purchase-Order-Goods-Receved-Note-300x263.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Purchase-Order-Goods-Receved-Note-768x673.png 768w\" sizes=\"(max-width: 350px) 100vw, 350px\" \/><\/p>\n<p data-pm-slice=\"1 1 []\">This is your fulfillment tracking block. It gives everyone using the form a quick glance at whether the items have been received or are still pending. You won\u2019t input detailed GRN info here\u2014that&#8217;s stored in a separate record\u2014but by adding this block, you give users real-time visibility into delivery status.<\/p>\n<p data-pm-slice=\"1 1 []\">This helps trigger next steps like payment processing or follow-ups with the vendor. Think of it as your connection between the PO and the actual physical goods arriving.<\/p>\n<table style=\"width: 98.9983%; height: 200px;\">\n<tbody>\n<tr style=\"background-color: #e8e8e8;\">\n<th style=\"width: 143px; height: 20px;\"><span class=\"selected\">Field<\/span><\/th>\n<th style=\"width: 167px; height: 20px;\"><span class=\"selected\">Field Type<\/span><\/th>\n<th style=\"width: 582px; height: 20px;\"><span class=\"selected\">Reason<\/span><\/th>\n<\/tr>\n<tr style=\"background-color: #fdfdff; height: 40px;\">\n<td style=\"text-align: left; width: 143px; height: 40px;\"><span class=\"selected\">Received Quantity<\/span><\/td>\n<td style=\"text-align: left; width: 167px; height: 40px;\"><span class=\"selected\">Number<\/span><\/td>\n<td style=\"text-align: left; width: 582px; height: 40px;\"><span class=\"selected\">Displays the total quantity of items confirmed as received against the PO, useful for reconciliation.<\/span><\/td>\n<\/tr>\n<tr style=\"background-color: #fdfdff; height: 40px;\">\n<td style=\"text-align: left; width: 143px; height: 40px;\"><span class=\"selected\">Status<\/span><\/td>\n<td style=\"text-align: left; width: 167px; height: 40px;\"><span class=\"selected\">Static Dropdown<\/span><\/td>\n<td style=\"text-align: left; width: 582px; height: 40px;\"><span class=\"selected\">Indicates the current state of goods receipt (e.g., &#8220;Not Received&#8221;, &#8220;Partially Received&#8221;, &#8220;Fully Received&#8221;).<\/span><\/td>\n<\/tr>\n<tr style=\"background-color: #fdfdff;\">\n<td style=\"text-align: left; width: 143px; height: 20px;\"><span class=\"selected\">Date(s) of Receipt<\/span><\/td>\n<td style=\"text-align: left; width: 167px; height: 20px;\"><span class=\"selected\">Date<\/span><\/td>\n<td style=\"text-align: left; width: 582px; height: 20px;\"><span class=\"selected\">Shows when the goods were physically received, aiding in tracking delivery timelines.<\/span><\/td>\n<\/tr>\n<tr style=\"background-color: #fdfdff;\">\n<td style=\"text-align: left; width: 143px; height: 40px;\"><span class=\"selected\">Link to GRN Document<\/span><\/td>\n<td style=\"text-align: left; width: 167px; height: 40px;\"><span class=\"selected\">URL<\/span><\/td>\n<td style=\"text-align: left; width: 582px; height: 40px;\"><span class=\"selected\">Provides a direct navigation path to the official Goods Received Note record for detailed verification.<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3>Block 7: Payment Details<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-21700 alignright\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Purchase-Order-Payment.png\" alt=\"Purchase Order Payment\" width=\"425\" height=\"373\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Purchase-Order-Payment.png 1000w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Purchase-Order-Payment-300x263.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Purchase-Order-Payment-768x674.png 768w\" sizes=\"(max-width: 425px) 100vw, 425px\" \/><\/p>\n<p>This is your payment tracking block. Here, you&#8217;re giving the finance team and stakeholders a quick overview of how and when the payment was made for the order.<\/p>\n<p>Whether the payment is pending, partially done, or fully settled, this block helps maintain transparency across departments. It also makes follow-ups with vendors easy, keeps your accounts payable cycle organized, and supports timely and accurate vendor settlements.<\/p>\n<table style=\"width: 100%;\">\n<tbody>\n<tr style=\"background-color: #e8e8e8;\">\n<th style=\"width: 15.8713%;\"><span class=\"selected\">Field<\/span><\/th>\n<th style=\"width: 18.535%;\"><span class=\"selected\">Field Type<\/span><\/th>\n<th style=\"width: 64.5949%;\"><span class=\"selected\">Reason<\/span><\/th>\n<\/tr>\n<tr style=\"background-color: #fdfdff;\">\n<td style=\"text-align: left; width: 15.8713%;\"><span class=\"selected\">Payment Status<\/span><\/td>\n<td style=\"text-align: left; width: 18.535%;\"><span class=\"selected\">Static Dropdown<\/span><\/td>\n<td style=\"text-align: left; width: 64.5949%;\">Shows current payment progress\u2014Pending, Partially Paid, or Paid\u2014for tracking payment lifecycle.<\/td>\n<\/tr>\n<tr style=\"background-color: #fdfdff;\">\n<td style=\"text-align: left; width: 15.8713%;\"><span class=\"selected\">Payment Mode<\/span><\/td>\n<td style=\"text-align: left; width: 18.535%;\"><span class=\"selected\">Static Dropdown<\/span><\/td>\n<td style=\"text-align: left; width: 64.5949%;\">Identifies the mode of payment (e.g., Bank Transfer, Cheque) to help reconcile financial records.<\/td>\n<\/tr>\n<tr style=\"background-color: #fdfdff;\">\n<td style=\"text-align: left; width: 15.8713%;\"><span class=\"selected\">Invoice Number<\/span><\/td>\n<td style=\"text-align: left; width: 18.535%;\"><span class=\"selected\">Number<\/span><\/td>\n<td style=\"text-align: left; width: 64.5949%;\">Captures the official invoice number from the vendor for validation and record-keeping.<\/td>\n<\/tr>\n<tr style=\"background-color: #fdfdff;\">\n<td style=\"text-align: left; width: 15.8713%;\"><span class=\"selected\">Payment Date<\/span><\/td>\n<td style=\"text-align: left; width: 18.535%;\"><span class=\"selected\">Date<\/span><\/td>\n<td style=\"text-align: left; width: 64.5949%;\">Records the actual date of payment, useful for audit trail and vendor communication.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2>Supplementary Information Tabs<\/h2>\n<p>To keep your main PO form clean and easy to use, Forms 2.0 lets you organize related information into separate tabs. Each tab can hold its own sections and blocks, helping you present only what&#8217;s needed on screen while keeping everything accessible in one place.<\/p>\n<p><strong>Tabbed Layouts:<\/strong> You can add tabs for things like Comments, Attachments, or even an Activity Log. You can also create custom tabs to store extra info specific to your company\u2019s PO process. This helps your users focus on one part of the form at a time and makes the whole experience smoother and less cluttered. To know more about tabs, <a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-use-form-2-0-configuration\/#Tabs\" rel=\"noopener\">click here<\/a>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-21707 size-full\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Card-Tabs-1.png\" alt=\"Card Tabs\" width=\"2430\" height=\"772\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Card-Tabs-1.png 2430w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Card-Tabs-1-300x95.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Card-Tabs-1-1024x325.png 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Card-Tabs-1-768x244.png 768w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Card-Tabs-1-1536x488.png 1536w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Card-Tabs-1-2048x651.png 2048w\" sizes=\"(max-width: 2430px) 100vw, 2430px\" \/><\/p>\n<p data-start=\"100\" data-end=\"273\"><strong data-start=\"100\" data-end=\"109\">Note:<\/strong> You can place these blocks in a single tab, separate them into custom tabs, or even create a new form. Arrange them based on your specific needs and preferences.<\/p>\n<h2 data-pm-slice=\"1 1 []\">Full Card View<\/h2>\n<p>The submitted PO form has clean tabs for attachments, logs, and discussions. Here\u2019s how it looks:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-21990\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Purchase-Order.png\" alt=\"Purchase Order custom form\" width=\"2884\" height=\"5117\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Purchase-Order.png 2884w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Purchase-Order-169x300.png 169w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Purchase-Order-577x1024.png 577w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Purchase-Order-768x1363.png 768w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Purchase-Order-866x1536.png 866w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/07\/Purchase-Order-1154x2048.png 1154w\" sizes=\"(max-width: 2884px) 100vw, 2884px\" \/><\/p>\n<div class=\"helpful-block-content wth-theme-thumbs\" data-title=\"\" >\n<ul>\n<li><span class=\"wth-title\">Was this helpful?<\/span><\/li>\n<li><a data-post=\"21247\" data-post-url=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/forms-2-0-use-case-purchase-order-management\/\" data-post-title=\"Use Case: Managing Purchase Orders Using Forms 2.0\" data-response=\"1\" href=\"#\" class=\"wth-green-btn icon-thumbsup\">Yes<\/a>&nbsp; &nbsp;<a data-response=\"0\" data-post=\"21247\" data-post-url=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/forms-2-0-use-case-purchase-order-management\/\" data-post-title=\"Use Case: Managing Purchase Orders Using Forms 2.0\" href=\"#\" class=\"wth-red-btn icon-thumbsdown\">No<\/a><\/li>\n<\/ul>\n<\/div>","protected":false},"author":4,"featured_media":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"video","multi-rating":{"mr_rating_results":[]},"_links":{"self":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article\/21247"}],"collection":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article"}],"about":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/types\/article"}],"author":[{"embeddable":true,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/comments?post=21247"}],"version-history":[{"count":111,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article\/21247\/revisions"}],"predecessor-version":[{"id":21993,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article\/21247\/revisions\/21993"}],"wp:attachment":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/media?parent=21247"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}