Articles on: Purchases, Sales & Allocations

I can select the admin person in charge for a purchase or a sale



1. Go to Jules AI





2. Click on "Purchases (Trading)"





Alternatively, you can go to "Sale" and follow the steps







3. Click on "Add a purchase"









4. Fill in the details, click on "View other field(s)" and scroll down









5. Select the admin in charge





Fill in the other details and create a purchase







6. Your admin is assigned





Click on "Edit" to change the admin







7. You can view "Admin rep" on the purchase view page. Alternatively, on the "Sale view" page





Updated on: 30/07/2024

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