I can record Letter of credit (LC) details and link it to a shipment

This tutorial guides through the process of recording a Letter of Credit (LC) in Jules and linking it to a shipment.

Recording a Letter of Credit

Step 1: Click on Add a Sale. (You can follow the same for Purchase)



Step 2: Fill in the necessary information.



Step 3: Navigate to the Letter of Credit field and click on Add new.



Step 4: Select LC type, update LC status, record LC number, and more.



Step 5: Choose your issuing bank, confirming and advising banks.



Step 6: Update or add a new bank. Click on Add New, fill in the bank name, account information, and address, then click on Save.



Step 7: After recording all the details, click on Save.



Step 8: Complete the rest of the information for your sale and record your sale.



Linking the LC to a Shipment

Step 1: Access your Shipments page.



Step 2: Click on the shipment row to open it.



Step 3: Click on the pencil icon for your shipping information.



Step 4: Select the LC from the list and click on Save.



Step 5: Your LC is now linked to the shipment.

Updated on: 16/07/2024