Purchase-order template with approval levels: approve by value without loose emails

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 templates.

Why email approval gets stuck

When purchase approval happens by email or WhatsApp, no one knows where the order stopped. There are no clear approval levels, the history gets lost, and important decisions wait for someone to reply to a message buried in the inbox.

A template with approval levels solves this by defining who approves what, by value.

What the template structures

Kanban of orders with categories
Approval-level flow with 1st and 2nd approval
Approve and reject buttons
An order-opening form
An auditable history for each order

Why use approval levels by value

Each value range requires the right level of approval
The order never gets lost in an inbox
Every decision is recorded and auditable
The buyer tracks the status at a glance

The Jestor solution

The Jestor Orders with Approvers template brings a Kanban of orders with categories, an approval-level flow with first and second approval, approve and reject buttons, and an opening form. Each order carries an auditable history, which ends loose approvals in chat. When integrated with Omie, the approval can generate the entry in the ERP, where the financial side runs. It installs in about two minutes, no code, and works on desktop and mobile.

Frequently asked questions

Does the template approve by value? Yes. The Jestor template has an approval-level flow with first and second approval based on order value.

Is there a record of each approval? Yes. Each order has an auditable history, with who approved or rejected and when.

Can I connect it to Omie? Yes. The approval can generate the entry in Omie, which runs the fiscal and financial side.

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. With purchase orders and approval levels, approval by value no longer depends on loose emails.

How to create and share internal documents and ideas inside the management system

Jestor Docs is a full text editor built into the system, with heading, list, image, grid, and quote blocks, plus three permission levels per document. In Jestor, this removes the need for a separate text tool just to jot down an idea or document a process. The problem with documentation

How to train an AI agent with internal company documents and policies

Training an agent with documents means attaching files — a vacation policy, an HR manual — to an AI agent, so it can answer questions based on that content, even without a linked table. In Jestor, the same agent keeps context across follow-up questions in the same conversation. The problem with

How to create an internal AI chatbot to answer questions about a specific table

An internal chatbot linked to a table is a conversational agent set up in a few clicks, with a custom logo, colors, and tone of response, able to sum, filter, and list records from a specific table when asked. In Jestor, it's different from Builder AI: one queries

How to choose between pie or donut chart and customize colors, borders, and legends

Pie charts and donut charts represent exactly the same data — the difference is purely visual, with the donut leaving an empty space in the center. In Jestor, both formats are available with the same level of color, border, and legend customization. The problem with having only one circular chart format