Po creator

Order form and PO creator

Turns deal terms into a document a customer can sign and finance can bill from. The script does every calculation, so the numbers are exact and the same every time. You collect the terms, run it, and walk the user through the checklist.

When to use

• A rep or deal desk needs an order form or purchase order for a deal.
• The user pastes deal terms from a CRM, an email, or a quote and wants it "ready to sign".
• Not for contracts or MSAs. Those are legal documents; this produces the commercial order that sits under them.

Inputs

Ask for anything missing. Never invent a legal name, address, price, or PO number.

Recurring prices are per unit per year. Add "price_period": "month" (or | month in the short form) for monthly unit prices.

Steps

1. Collect the deal. If the user gave a file in data/, use it. Otherwise write data/deal.json (shape: the kit's examples/deal.json) or data/deal.txt in the short form:

   customer: Contoso Robotics Inc.
   address: 22 Harbor Road, Bayview
   billing contact: Finance Team, invoices@contoso.example
   start: 2027-01-01
   term: 24 months
   billing: annual
   payment terms: Net 30
   po required: no
   line: PLAT-SEAT | Platform seat | 120 | 600 | 510
   line: ONB-PLUS | Onboarding plus training | 1 | 9000 | 9000 | one-time

   Show the user the terms you captured and ask them to confirm before generating.

2. Generate.

   node scripts/po-creator.mjs data/deal.json --out out --name order-form

   Use --name to give each deal its own files, for example --name of-2026-0142. Add --today YYYY-MM-DD only to reproduce an old run.

3. Read the summary in out/<name>.json: totals, billing_schedule, checklist, blockers.
4. Report back with the template below. Lead with blockers.
5. Fix and rerun. When the user supplies a missing item (PO number, signer), update the deal file and run step 2 again. Never hand-edit numbers in the output files.
6. Hand off. The HTML prints cleanly to PDF from any browser (File, Print, Save as PDF). The finance checklist prints on its own last page and is marked internal: remind the user to drop that page before sending.

Output to the user

**Order Form OF-2026-0142** for Northwind Traders LLC: TCV $34,000.00, ACV $30,000.00, discount 17.1%.
Files: out/order-form.md, out/order-form.html (print to PDF)

Before signature (1 blocker):
- BLOCKER: customer requires a PO and none is recorded.
- Payment terms Net 45 are past Net 30: needs finance approval.
- Signer name and title are missing.

Billing: 4 quarterly invoices, first one $11,500.00 on 2026-12-01 (includes onboarding).

Checks the script makes

• Blockers: missing legal name, address, billing email, start date; PO required but no PO number; zero or negative quantities.
• Warnings: no entity suffix on the legal name, start date in the past, payment terms past Net 30, overall discount above 20%, net above list, missing signer.
• Info: no tax or VAT ID, no order number, vendor onboarding forms.

If the discount or terms look non-standard, suggest running discount-approval-check (same deal file) before sending.

Guardrails

• Never fill in a legal name, PO number, tax ID, or price the user did not give you. Leave it missing and let the checklist flag it.
• Never send the document to anyone. The user sends it.
• Do not add legal terms, warranties, or SLAs to the order form. If the user asks, say those belong in the contract and suggest they reference it by name.
• Currency is one per document. If the deal mixes currencies, stop and ask.

PO creator

Turns deal terms into a clean order form or purchase order you can print to PDF and send for signature. It does the math (line totals, discounts, contract value, billing schedule) and lists what finance still needs before anyone signs.

Who it is for

Account executives, deal desk, and founders who sell and are tired of rebuilding the same order form in a doc every week. Works with any CRM: paste the terms or save them as a small JSON or text file.

Example

Input (data/deal.txt):

customer: Northwind Traders LLC
address: 100 Market Street, Springfield
billing contact: Accounts Payable, ap@northwind.example
start: 2026-12-01
term: 12 months
billing: quarterly
payment terms: Net 45
po required: yes
line: PLAT-SEAT | Platform seat | 50 | 600 | 480
line: SUP-PREM | Premium support | 1 | 6000 | 6000
line: ONB-STD | Onboarding package | 1 | 5000 | 4000 | one-time

Output: out/order-form.md, out/order-form.html, and out/order-form.json, with:

• Total contract value $34,000.00, ACV $30,000.00, discount 17.1%
• Four quarterly invoices, the first $11,500.00 (it includes onboarding)
• Checklist: BLOCKER no PO number yet; Net 45 needs finance approval; signer missing

Try it right away with examples/deal.json or examples/deal.txt.

What it can access

• Runs node scripts/po-creator.mjs (Node built-ins only, no network).
• Reads data/ (plus the kit's own examples/), writes data/ and out/.

Setup

None. No API keys. Node 22 or newer.