Purchase approval workflow: how to automate with tiers
An automated purchase approval workflow with tiers ensures that every request goes through the right approver before becoming a purchase order or ERP entry. With Jestor, this process is configured without code and integrated directly with Omie or Conta Azul.
Why does the purchasing process need approval tiers?
Purchases without tiers are purchases without control. Anyone can request any amount, and without a clear rule for who approves what, finance only discovers the problem when the payment has already gone out.
A well-structured approval workflow doesn't just control spending — it creates predictability and traceability for the entire purchasing operation.
Common problems in unautomated purchasing workflows
- Requests arrive via WhatsApp or email with no standard format
- The wrong approver receives requests outside their tier
- New vendors requested without prior validation
- No traceability of how much was approved per department in a given period
- Rework to re-enter data in the ERP after informal approval
How to automate the purchase approval workflow in Jestor
- Create the request process with fields for item, amount, vendor, and justification
- Define tier rules: each value range routes to a different approver
- Configure required validations before submission
- After final approval, Jestor posts automatically to Omie or Conta Azul
- View all purchases by department and period in the control dashboard
Why Jestor is the best solution for purchasing
- Tier workflow configurable without code
- Native integration with Omie and Conta Azul after approval
- Complete history of requests, approvals, and entries
- Automatic notifications for each step of the process
FAQ
Does Jestor allow creating a purchase request portal? Yes. Custom request forms can be created for any process. See it at jestor.com.
Can the purchase workflow have different approvers by vendor? Yes. Tier rules are configurable by any criteria: amount, department, vendor, or category.
Does Jestor automatically send the purchase to the ERP after approval? Yes. The entry is created in Omie or Conta Azul automatically after final approval.
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.