I can set purchase goals

This guide explains how to set a purchase goal in Jules.

Start in the purchases module:

Step 1: Navigate to the purchases module and access the purchase goals page.



Step 2: Click on create a goal.



Step 3: Fill in all the necessary information such as quantity, destination, incoterm, target cost, dates, and assignee.

You can decide whether your target cost at the destination already includes the margin or not (by clicking on the toggle "Margin included")



Step 4: Click save to update the list.



From the purchases goal list, you're able to renew, edit, or delete the goal.



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Alternatively, you can set a purchase goal in the sales model:

Step 1: Access your sales page



Step 2: Click on a sales order.



Step 3: Navigate to the purchase goals tab.



Step 4: Add a goal directly linked to the order by clicking on create a goal.



Step 5: Fill in all the necessary details.

Step 6: Click save to create the goal linked to the selected order.

Updated on: 06/08/2024