Articles on: Master data

I can add a new supplier and customer site from the mobile app



This tutorial explains the process of adding a new supplier or customer site using the Jules mobile app.

Step 1: Log into the Jules mobile app.

Step 2: Navigate to the Suppliers and Customers page.



Step 3: Decide whether to add a supplier or a customer. In this example, select Supplier.



Step 4: Tap the plus icon located in the top right corner.



Step 5: Input a name for the site.



Step 6: Click the address column to provide a collection and intervention address for the site.



Step 7: Manually input the address or select current location to auto-fill the address.



Step 8: Tap Save to add the supplier site.



Adding Materials to the Site



Step 1: To add materials associated with this new site, tap the plus icon in the top right corner.



Repeat the above steps to create a customer site using the Jules mobile app.

Updated on: 25/11/2024

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