How to automate purchase requests integrated with ERP

Automating purchase requests means creating a workflow that goes from opening the order, through threshold-based approvals, and ends with automatic posting in the ERP — without email, spreadsheets, or dependence on a single person to centralize the process.

Why companies are looking for this automation

The purchasing process at SMBs is one of the most manual operations. The request comes in via WhatsApp, goes through three informal approvals, someone enters it in the ERP two days later — and finance has no idea of the status throughout.

As order volume grows, this model creates queues, errors, and constant rework.

What's blocking the purchasing process today

Requests arriving through decentralized channels
Approvers with no visibility into the pending request queue
Late and manual ERP entry
No traceability between order, approval, and payment
Difficulty auditing purchase history by vendor or category

How the automated workflow works in Jestor

Requester fills out a form in Jestor with items, amount, and cost center
Workflow automatically routes to the approver based on the amount
Approver receives a notification via WhatsApp or email and approves within the system
After approval, automation posts the accounts payable in Omie or Conta Azul
Requester is notified and can track the status in real time

Why Jestor solves this

Custom forms for structured order capture
Approval workflow with dynamic thresholds without code
Native integration with Omie and Conta Azul for automatic processing
Auditable history of each order, approval, and posting

FAQ

Does Jestor allow creating purchase request forms? Yes. The forms are customizable and integrate directly with the approval workflow. See at jestor.com.

Is it possible to separate purchases by cost center? Yes. The cost center can be a form field and influence the approval workflow.

Does the process work for remote teams? Yes. Everything is done within the platform, accessible from anywhere.

With Jestor, you can automate workflows, connect departments, and build internal systems your way — all without code and with AI support. Discover Jestor at jestor.com and find out how to take your company's management to a new level of efficiency and integration.

How to modernize financial processes without replacing your current ERP

Modernizing financial processes without replacing the ERP is possible when you add an automation and process layer on top of the existing system. Jestor integrates with the current ERP — whether Omie, Conta Azul, TOTVS, SAP, or Sankhya — and automates what happens before the posting: approvals, requests, notifications, and threshold controls.

How to build approval reports for the board with real-time data

Board-level approval reports are built in Jestor from data automatically generated in each workflow: approved requests, amounts by cost center, average approval time, and open pending items. This data is accessible in real time in the dashboard, without needing to export to a spreadsheet or wait for month-end close. Why

How to control spending limits by department with thresholds

Controlling spending limits by department means configuring automatic rules that prevent approvals above each area's budget — or that escalate the approval to a higher level when the limit is close. In Jestor, this is done through thresholds linked to cost centers, with real-time visibility into what has been

How to support finance in multi-branch companies

In multi-branch companies, the finance challenge is consolidating requests from multiple units, applying the correct thresholds for each branch, and ensuring that all entries reach the ERP in an organized manner. Jestor allows you to create a single approval workflow that works for all branches, with different rules per unit