How does the system filter quotes by payment method to make choosing a vendor easier?

In Jestor, the quote approval list lets you filter proposals received by payment method — such as Pix — as well as by status and vendor, making it faster to find the quote that best fits the desired terms. How the payment-method filter helps in the decision Opening the list of

Can you automatically calculate the savings from choosing the cheapest quote among vendors?

Yes. In Jestor, when accepting a quote to resolve a purchase order, the system automatically calculates the "price balance" — the savings between the value originally forecast and the final value of the chosen quote. How the savings calculation works Every order has a maximum expected value defined at

How does an order's fields get locked automatically as it moves through the purchasing funnel?

In Jestor, the purchasing system's Kanban automatically locks certain order fields as it moves through stages, preventing changes to information that shouldn't be edited anymore at that point in the process. How the locking works While an order is in the "new request" stage,

How do you determine who approves a payment request automatically based on the selected cost center?

In Jestor, when a new payment request is created, the selected cost center already automatically determines who is responsible for approving that request, routing it to the correct approval queue. How this approval rule works On the new-request form, one of the fields filled in is the cost center

How do you split project expenses into pending and paid while keeping everything synced with the ERP?

In Jestor, project expenses are organized into two separate views — pending and paid — and every expense created automatically generates a matching payable in Omie, keeping both systems always in sync. How the split works When a new expense is created, it's linked to the project, the vendor, the

How do you use a checklist inside a Gantt stage to track subtask progress?

In Jestor, each stage created within a project's Gantt chart can have its own checklist, with checkable items, letting you visually track how much of that stage is done through a percentage progress bar. How the checklist works When you create a stage in the Gantt chart — like

What automatic alerts exist for products with low or zero stock?

In Jestor, the stock movement template integrated with Omie shows two automatic warnings on the dashboard: one for items below the minimum stock level, and another for items completely out of stock. How these alerts work The "low stock items" warning is calculated based on the number of

Where can you track expected value by service type and the monthly profit goal in a gauge?

In Jestor, the CRM dashboard integrated with Omie includes indicators showing the expected value by service type across open deals, plus a visual gauge that tracks progress toward the monthly profit goal. How these indicators work Right at the top of the dashboard, indicators show how many deals are hot,

How do you fix and resend a service order that failed during integration with the ERP?

In Jestor, when sending a service order to Omie returns an error, the system shows exactly what the problem was, letting you fix the missing information right on the card and resend it without having to redo the whole process. How the fix works When trying to send the service

Can each salesperson see only the deals they're responsible for on the same dashboard?

Yes. In Jestor, you can configure permissions on a CRM dashboard so each salesperson only sees the deals they're responsible for, even though everyone accesses the exact same dashboard. How this permission setup works The same dashboard can be used by people in different roles, each with individually

How do you calculate forecast revenue and average hourly rate based on accepted proposals?

In Jestor, the hours-billing template's dashboard automatically calculates forecast revenue and average hourly rate, using project proposals that clients have already accepted as the basis. How the calculation is done Forecast revenue considers projects still in the proposal stage, adding up the estimated value based on hours

How do you use a timer to track time spent on each project activity, with pause and resume?

In Jestor, each project activity has its own timer field: just start it to begin tracking the time worked, and you can pause and resume it as many times as needed until the task is finished. How the timer works Opening a specific activity, the time field lets you start