A production planning (PCP) template lets you plan production with stock always in view, gathering orders, recipes, and raw materials in one dashboard. Instead of controlling production in a spreadsheet, you track completed and planned orders with inventory value in sight. Tools like Jestor help with this through ready-made
A multiple-inventory template controls balances split by inventory A, B, and C, integrated to Omie. Instead of keeping one spreadsheet per location and checking balances by hand, you record ins and outs in a single dashboard and keep the ERP updated with no rework. A ready-made template like
An inventory template integrated to Omie keeps value and movements in sync between operations and the ERP, in near real time. Instead of counting items in a spreadsheet and living with mismatches between inventory and the ERP, you record ins and outs in a dashboard that talks to Omie. A
A purchase requisition template organizes the process into clear phases — from request to approval — and keeps an exportable history. Instead of requesting purchases by email and controlling everything in a spreadsheet, you request and approve in a single flow, with categories and history always available. Tools like Jestor provide this
A quotes and purchasing template lets you build proposals and track profit by period in the same dashboard. Instead of quoting in Excel and calculating margin by hand, you see the profit for the day, the last 7 and 30 days, plus the average ticket, alongside open orders. Platforms like
A purchase-order template with approval levels organizes approval by value in a structured flow, without loose emails. Each order goes through first and second approval based on value, with approve or reject buttons and an auditable history of every decision. Tools like Jestor help with this through ready-made
A CAPEX template brings purchase requests and cost centers into a single flow, tracking actual versus planned. Instead of approving by email and controlling cost centers in a spreadsheet, you see the investment budget by cost center in one dashboard. A ready-made template like the one from Jestor organizes
An overdue-payment template gathers financial history by client in a receivables Kanban, separating what's pending, paid, or overdue. Instead of hunting for information across spreadsheets and emails, the collections team sees each client and their status in a visual board. Tools like Jestor offer this as a
An overdue-payment control template helps you prioritize collections by days late, showing who's pending, paid, or overdue in a Kanban. Instead of loose reminders and a collections spreadsheet, you see the aging line and know who to chase first. Tools like Jestor help with this through ready-
A ready-made financial template puts payables and receivables in one dashboard, with balance and flow always visible. Instead of two separate spreadsheets and a manual balance calculation, you track ins and outs in a single place, with history organized by supplier. Platforms like Jestor already offer this as a
An accounts payable template shows, in a single dashboard, what's due in the next 30 days, what's already paid, and what's overdue. Instead of tracking due dates in a spreadsheet, you follow the monthly flow with clear indicators and stop missing dates. Tools like
A CRM template with service orders connected to Omie puts sales and operations in the same flow. The sales team's opportunities and the service orders start talking to Omie, which reduces rework and double updating between areas. With Jestor, this comes as a ready-made template you can