I can create a back-to-back trade

This tutorial provides a step-by-step guide on creating a back-to-back trade in Jules.

Step 1: Navigate to the purchase page and Add a Purchase.



Step 2: Fill out all fields marked with a red asterisk. These are mandatory.



Step 3: Populate all the details in the fields and select Next.



Step 4: Choose the required material, enter quantity, and select incoterm.



Step 5: Once all fields are filled, click on the arrow next to Save and click on Save and Create a New Sale.



Step 6: This action will save your purchase and open up the sales form to create a sale





Step 7: Click on Next. The material details and quantity should auto-populate as this is a back-to-back trade from a purchase.



Step 8: After filling out all the details, click on Save. This action successfully creates the sale.

Reviewing Allocation of Purchase to the Sale

Step 1: Navigate to the Allocations tab from the created purchase.



Step 2: Observe that the created purchase has been allocated to the sale.



This tutorial has demonstrated how to create a back-to-back trade in Jules.

Updated on: 06/08/2024