How Can I Manage Orders to Medical Suppliers and Delivery Dates?
You can manage orders to medical suppliers and delivery dates by turning every purchase into a request with items, supplier and expected delivery date, approving it according to value, and tracking it until the goods are received.
In Jestor, purchase orders move through phases with approval steps, and the approved payable can be sent to the ERP.
Why do supplier orders get out of control?
Clinic purchases are often requested by message and approved informally. Nobody knows what was ordered, when it arrives or who approved it.
Late deliveries are noticed only when stock runs out, and duplicate orders inflate costs.
What problems does a purchase flow solve?
- Duplicate or forgotten orders
- Purchases approved without clear authority
- Unknown delivery dates
- No history of supplier performance
- Payables entered manually in the ERP
How does an approval workflow with value limits work for clinic purchases?
An approval flow with value limits sends small orders to one approver and larger ones to a second level. Each decision is recorded on the order.
This keeps control without slowing down routine purchases.
How do I set up supplier orders in Jestor?
- Create a purchase request form with items, quantities, supplier and need-by date.
- Define approval levels by value, with Approve and Reject buttons.
- Track phases: Requested, Approved, Ordered, Received, Closed.
- Record the delivery date and flag late orders with SLA.
- Send the approved payable to Omie or Conta Azul through the native integration; the ERP handles payment and reconciliation.
| Order value | Approver |
|---|---|
| Up to the clinic's first limit | Operations lead |
| Above the first limit | Clinic manager |
| Above the second limit | Owner or partner |
Why use Jestor for supplier orders?
- Approvals by value: the Approvals solution supports hierarchy, value limits and cost centers.
- Ready templates: Purchase Orders and Requests with Approvers are available in the Jestor templates.
- ERP integration: Omie and Conta Azul connect natively, without intermediaries.
- Delivery tracking: SLA highlights late suppliers.
This flow helps you manage orders to medical suppliers and delivery dates with full control.
Frequently Asked Questions
Can approvals depend on the order value?
Yes. Approval levels can follow value thresholds and cost centers.
Does Jestor pay the supplier?
No. Jestor sends the approved payable to your ERP; see jestor.com for integrations.
Can I see which suppliers deliver late?
Yes. Delivery data can be grouped by supplier on a dashboard.
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