Streamline purchase order approvals with Attain OS Forms. Atty AI drafts your PO request from context — review, customize, and submit instantly. No spreadsheet chaos.
A Purchase Order (PO) request is the formal first step in any business purchase — whether it‘s office supplies, contractor services, or equipment. Without a structured form, requests get lost in email threads, approvals stall, and budgets blur. Attain OS Forms gives you a dedicated PO request form that captures every necessary detail, routes to the right approver, and keeps your spend under control.
Instead of juggling spreadsheets, PDFs, and approval chains, Attain OS replaces that entire stack. Its built-in AI agent, Atty, drafts your PO request from your project context — you simply review, adjust, and submit. No integrations needed; everything lives inside Attain OS.
A construction supervisor needs to order a replacement generator urgently. Using the PO request form, they specify the item, vendor, and reason for urgency. The form routes to the project manager and then to finance, all within Attain OS — no emails, no lost requests.
An office manager sets up a monthly PO for printer toner and paper. With the form, they enter the vendor, estimated cost, and department allocation. The approval chain is predefined, and the PO is auto-numbered for easy tracking against the budget.
An IT lead needs to renew a SaaS subscription for the coming year. They fill out the PO request with the license type, cost, and contract period. The form flags that the expense exceeds a threshold, triggering a secondary approval from the CFO — all within Attain OS, without any third-party integration.
Tell Atty what you‘re buying — for example, “I need to order 10 ergonomic chairs for the new office, total budget under $2,000, vendor is OfficeMart.” Atty uses your project context (department, approved budget, vendor list) to understand the request.
Atty generates a complete Purchase Order Request form with relevant fields: item description, quantity, unit price, total cost, vendor name, delivery date, and account code. You see a near‑finished form ready for your review.
Check the details — adjust quantities, add a note for the finance team, or change the approver. The form is fully editable. No starting from scratch; Atty does the heavy lifting.
Submit the form directly within Attain OS. The request appears in the recipient’s Tasks or Work Board. You can monitor its status (pending, approved, rejected) without leaving the platform. No email forwarding, no spreadsheet updates.
A close-to-finished draft — not a blank page. Here's the kind of result the flow hands you, ready to review, tweak, and publish.
Please fill out this form to request approval for a business purchase. All fields marked with * are required.
Yes, you can configure routing rules within the Forms app so that a PO request automatically goes to the right approver — for example, requests under $500 go to the department head, while larger amounts escalate to finance. No external workflow tool needed.
No. Attain OS does not integrate with QuickBooks, Xero, or any external accounting tool. Instead, it replaces those tools with its own Budgets and Reconciliations apps, so your PO data stays inside Attain OS and is tracked there.
Yes. The form supports file attachments (via the Documents app). You can include vendor quotes, product specs, or any supporting PDF. Atty‘s Doc Analysis can even extract key details from those attachments to pre-fill fields.
You‘ll see the status update in the Tasks or Work Board app. The form creator and requester can view the current status at any time. There‘s no separate email notification — everything is visible within Attain OS.
