I Can Create Loads from the Planning and Booking Page

This tutorial provides a step-by-step guide on creating loads from the Planning and Booking page in the Shipments module of Jules. This feature proves beneficial when adding a load to an associated sale or a customer.

Adding Loads to a Sale

Step 1: Navigate to the Planning and Booking page under the Shipments module.



Step 2: Click on Add Loads.



Step 3: Choose to add the load to an associated sale or a purchase.



Step 4: Search for a customer.



Step 5: Select the associated sale.



Step 6: Click on Add.



Step 7: Specify the number of loads. If needed, opt for auto allocation. Provide an estimated quantity and fill in all the necessary details.



Step 8: The load is now successfully added from the Planning and Booking page.

Adding Loads to a Purchase

Step 1: Follow the same process as above, but in Step 3, click on Add button and select a purchase.





Step 2: Select the purchase to add loads to it.



This concludes the tutorial on creating loads from the Planning and Booking page of Jules.

Updated on: 22/11/2024