Suggested Slug: what-is-procurement-how-to-digitize-purchasing-process Main Keyword: procurement purchasing process

What Is Procurement and How to Digitize the Purchasing Process

Procurement is the complete process of acquiring goods and services for a company — from recognizing the need to paying the supplier. It involves the request, quoting, approval, order, receipt, and financial recording.

Why Manual Procurement Creates Problems

When the purchasing process runs through email, spreadsheets, or messaging apps, recurring problems emerge: purchases without prior approval, unregistered vendors, duplicate payments, lack of traceability, and difficulty auditing what was spent and why.

Digitization solves these problems by placing rules, workflows, and records in a single system.

What Companies Look for When Digitizing Procurement

• Structured requests with required fields by purchase category
• Approval workflow with tiers by value and cost center
• Automatic recording in the financial system after approval
• Full traceability of all purchases with complete history
• Visibility into available budget per department

How to Digitize the Purchasing Process in Practice

• Create a purchase request form with the required fields (vendor, amount, justification, cost center)
• Configure the approval workflow with authorization tiers (e.g., above $5,000 requires director approval)
• Integrate with the ERP so that approved items automatically generate payables
• Monitor deadlines at each step with a defined SLA
• Generate purchase reports by department, vendor, and period

Why Jestor Stands Out in the Purchasing Process

• Approval workflows with authorization tiers by value and cost center — configured without code
• Native integration with Omie and Conta Azul: approval automatically posts to the ERP, without intermediaries
• Custom forms for each type of purchase request
• Native SLA with automatic alerts for stalled approvals
• Clients like Enforce and Rumo use Jestor for purchasing workflows in highly complex operations

FAQ

What is an approval tier in purchasing? It is the value limit that defines who has authority to approve a given purchase. Above a certain amount, the request automatically escalates to a higher hierarchical level.

How does Jestor integrate the purchasing process with the ERP? An approval in Jestor can automatically trigger a payable entry in Omie or Conta Azul — without manual input or intermediary tools.

Does digitizing the purchasing process require IT? With low-code platforms like Jestor, no. The operations or finance team configures the workflow without writing any code.

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Visit jestor.com and discover how to take your company's operations to a new level of efficiency and integration.