Articles on: Purchases, Sales & Allocations

I can create "In progress" allocations



1. Go to Jules AI





2. Click on "Purchases (Trading)"









3. Click on "Add a purchase"









4. Here you can select POD to create an "In progress" allocation. Fill in the other details and click "Next"









5. Fill in the details and click "Save"









6. To view, go to the "Logistics" menu and click on "Allocations"









7. Here in the "My allocations" tab you can view allocations as per status. You can then click on "Edit" in other to complete your allocation by selecting a sale (tutorial here)





Updated on: 30/07/2024

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