How to automate your company's purchasing and procurement process

To automate your company's purchasing and procurement process, you connect request, approval, and recording in a single flow — Jestor does this with purchasing templates and native ERP integration.

Why purchasing is a critical process

Purchasing involves many hands: who requests, who approves, who negotiates, who records. When each stage lives in a different tool, the process gets lost.

Requests by email, budget spreadsheets, and approvals in chat create delays and lack of control. No one knows a request's status without asking.

Automating procurement puts it all in one flow: from request to entry, with tiers and history.

What to automate in purchasing

Opening a request through a standardized form
Approval by value tier and cost center
Quote comparison in the same place
Tracking open requests by stage
Sending the approved entry to the ERP

How to build this flow without code

Use requests-with-approvers and quotes templates
Standardize the categories and stages of requests
Configure the tiers that trigger each approval
Track actual versus planned by cost center
Connect to Omie or Conta Azul for the financial entry

Why Jestor solves this

Ready Requests with Approvers and Quotes & Purchasing templates
Tiers configurable by value and cost center
An exportable history of each request
Native ERP integration: Jestor sends the entry, the ERP executes the financial side

Frequently asked questions

Does Jestor make the payment? No. It organizes and approves the purchase and sends the entry to the ERP, which handles the financial side.

Do I need IT to configure it? No. Jestor uses ready, editable templates without code.

Can I compare quotes? Yes. The quotes template lets you build and compare proposals in the same panel.

Automating procurement brings control and speed to what used to be scattered. With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.

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