I can add or cancel loads or holds

This tutorial provides a detailed walkthrough on how to add or cancel loads or holds for a purchase in Jules.

Start by navigating to the purchase page and selecting a purchase.



Step 1: Proceed to the loads page, also known as the holds page in some purchases.



Step 2: Click on the Add loads symbol.



Step 3: Choose to add either a planned load or a delivered load. For this tutorial, select a planned load.



Step 4: Determine the number of loads.



Step 5: Provide details such as a cutoff date, a loading reference number, a delivery date, delivery time. Input an estimated quantity and click on Add.



Step 6: Observe that the load has been successfully added to the purchase.

To cancel loads, follow the steps below:

Step 1: Select one or multiple loads.



Step 2: Click on the Delete symbol.



Step 3: Confirm the action.



Step 4: Notice that the selected loads have been successfully canceled.

Cancelling Loads or Holds from the Loads and Holds Page

Step 1: Navigate to the loads and holds page under the logistics module.



Step 2: This page displays all the current loads or holds. Click on the Add Load option.



Step 3: Again, choose to add a planned load, a loaded load, or a delivered load.



This concludes the process of adding or canceling loads or holds in Jules.

Updated on: 08/10/2024