I can follow up purchase completion

This tutorial provides a comprehensive guide on tracking a purchase's progress within Jules. It covers the use of filter options on the purchase page, understanding the allocation, booking, and loading status, and viewing the status in detail.

Step 1: Navigate to the purchase page in Jules. Utilize the filter options to search for the desired purchase.



Step 2: Explore additional filter options by clicking on them.





Step 3: Search for the purchase using the purchase reference number. Insert this number into the designated column.



Step 4: After identifying the purchase, navigate to the progress tab. Hover over the icons to comprehend the allocation, booking, and loading status.



Step 5: For a detailed understanding of the status, select the purchase and navigate to the follow up tab.



Step 6: Click on the follow up tab.



Step 7: Filter the view through material progress to locate multiple material statuses within a single purchase.



Step 8: Select the purchase progress and choose view by status to individually analyze the completion status.



Step 9: View the container-wise details here.



This tutorial aids in effectively tracking purchase completion in Jules.

Updated on: 09/08/2024