I can create a sale
1. Go to Jules AI
2. Click on "Sales"
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3. Click on "Add a sale"
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4. Fill in the details like Customer name, site, POD (export), payment terms, validity period, etc.
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5. You can also upload photos of materials from the desktop
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6. Click on "View other field(s)" and scroll down
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7. Here you can assign an admin rep, select an agent and commission if any, etc. and click "Next"
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8. Add material, quantity, incoterm, price, etc. and click on "Save"
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9. Your sale is recorded
Click on "Add a material" to add more materials to same order
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10. Click on "Notify"
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11. Click on "Internal comm."
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12. Click on "Send auto" to notify internally
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[](https://app.tango.us/app/workflow/d823e6c3-cae6-4c52-95fc-2228ca61237f?utm_source=magicCopy&utm_medium=magicCopy&utm_campaign=workflow%20export%20links)
Updated on: 25/07/2024
Thank you!