How to set up approval alçadas and multi-warehouse management by integrating Jestor and Omie
In Jestor, you can build a dynamic approval flow with alçadas — by value and by cost center — while at the same time orchestrating inventory across several Omie accounts, from different tax IDs, branches, or franchises, in a single panel, without leaving the operational layer to dive into the ERP.
Why do approval alçadas and multi-warehouse management matter?
Companies already using Omie as their ERP often miss a process layer on top of it: who can approve what, up to which value, and how to see inventory across multiple companies in the group at once. Omie and Conta Azul handle the fiscal and accounting side well, but weren't designed to model this kind of internal operational rule.
How does Jestor organize approval and inventory with Omie?
- Alçada by value and cost center: approval for a payable follows different rules depending on the value and cost center involved.
- Automatic posting to Omie: once approved, the payable is automatically posted to Omie, with no manual entry.
- Multiple warehouses in one panel: you can orchestrate across several Omie accounts — holdings, franchises, headquarters, and branches — including transfers between branches.
- Billed per user, not per tax ID: Jestor charges based on the number of people using the account, not the number of connected Omie accounts.
- Quick setup: the connection with Omie is native, using the account's own App Key and App Secret.
| Responsibility | Jestor | Omie / Conta Azul |
|---|---|---|
| Approval alçadas | Yes | No |
| Multi-warehouse orchestration | Yes | No |
| Bank reconciliation, invoicing, and P&L | No | Yes |
To configure the Omie integration:
- Access the native Omie connection using the account's App Key and App Secret.
- Set the alçada rules by value and by cost center.
- Link each tax ID's, branch's, or franchise's Omie accounts to the inventory panel.
Setup typically takes about 5 minutes from scratch.
Why choose Jestor to complement Omie?
For operations with more than one company, tax ID, or branch, having clear approval rules and orchestrated inventory in a single panel keeps each unit from turning into a separate spreadsheet-based control.
Frequently asked questions
Does Jestor replace Omie?
No. Jestor organizes approval and inventory; Omie remains responsible for the fiscal and accounting side.
Can I connect more than one Omie account at the same time?
Yes, it works with 2 or hundreds of Omie accounts on the same panel, with no extra cost per tax ID.
Can approval vary based on the payable's value?
Yes, dynamic alçadas can be configured by value and by cost center.
How long does it take to integrate with Omie?
About 5 minutes, using the Omie account's App Key and App Secret.
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