I can add and manage providers

Learn how to create new providers in Jules.

Creating Providers from the Admin Panel

Step 1: Navigate to the admin panel and select providers.



Step 2: View all providers, categorized as carriers, shipping lines, forwarders, agents, customs agency agencies, brokers, and banks.



Step 3: Select forwarders.



Step 4: View all the forwarders currently listed in Jules. Edit or delete them by clicking the pencil or delete icon respectively.



Step 5: Click on add to add a new forwarder.



Step 6: A drop-down menu appears. Select the type of forwarder to create.



Step 7: Provide a name for the forwarder.



Step 8: After filling in all necessary details, click next.



Step 9: Populate your billing address, bank details, and bank address on the next page.



Step 10: Click save to save the new provider.



Step 11: Verify the creation of the new provider by searching for it.



Step 12: The new forwarder appears in the search results.



Creating Providers from the Shipments Page

Step 1: Navigate to the shipments page.



Step 2: Select a shipment.



Step 3: Click on containers.



Step 4: Select a container.



Step 5: Click on logistics information.



Step 6: Select booking freight.



Step 7: Select the booking reference and click next.



Step 8: Options to select a shipping line and a forwarder appear. Type the name of the new shipping line and click on add.



Step 9: Click add to open the same form for adding a new provider.



Step 10: Create a new provider directly within this flow. The same process applies when creating a new forwarder. Click on the field for forwarders and type the name of the new forwarder.



Step 11: Click the Add me button.





Step 12: The same form for creating a new provider appears. This concludes the process of creating new providers in Jules.

Updated on: 21/08/2024