[Export] Shipments

• I can create a shipment

  This tutorial provides a step-by-step guide on creating a shipment from the purchase page and the trucks and containers page. Begin with the purchase page: Step 1: Open the purchase page. Step 2: Navigate to the containers tab, selecPopular

• I can generate shipping documents

  Step 1: Navigate to the shipments page in the logistics module. Step 2: Select the shipment to work on. (https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c1a931fe-0dc7-40cb-8f6b-c9779a7c8714/e13eba98-c1f5-4353-9ePopular

• I can split a shipment

  This guide explains how to split a shipment using the logistics module. Step 1: Navigate to the logistics module and open the shipments tab. Step 2: Choose the shipment to work on. (https://usercontent.clueso.io/0affecff-6113-4a1f-bSome readers

• I can record and invoice unexpected costs on a shipment

  Step 1: Navigate to the shipments page in the logistics module. Step 2: Select the shipment to work on. (https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/0b5aa979-0bb0-4f45-854a-8796532a89e7/9ae82d61-20b3-4cc7-9adb-703518edaa5Some readers

• I can capture the tracking number and the release date

  Step 1: Navigate to the Logistics module and open the Shipments page. Step 2: Choose the shipment to update. (https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/8b21bf25-2896-44bd-97ae-3c73fee41271Some readers

• I can update the document stepper for a shipment

  Creation Date: January 30, 2023 Created By: Jean-Philippe Boul View most recent version  Jules AI 1. Go to Jules AI 2. Click on Shipments (https://storage.crisp.chat/users/helpdesk/website/cab44d71be6be00/f2545b6Few readers

• I can filter on "Document released?" in the "Shipments" page

  Step 1: Navigate to the logistics module and open the shipments page. Step 2: Locate the filter and search bar. (https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/a73c0764-c595-4d1e-85b3-caaf4f17d7b6/7dbfa631-ccd5-4dFew readers

• I can access my unexpected cost list

  Step 1: Navigate to the reports module and select the Exceptional Costs page. This page displays a list of all unexpected costs with their linked objetcs. From here you can edit, delete and generate invoices/debit notes for any additional costs.Few readers

• I can create a shipment straight after an allocation

  Creation Date: January 26, 2023 Created By: Akhil Vanjani View most recent version on Tango 1. Go to Jules AI 2. In the Allocation module, select the "Purchase", "Sale", and "Containers"  you want to allocate  (https://storage.crisp.chat/users/helpdesk/website/57f036d1aefe1c00/9de5637e-eeea-447c-9d38-03a7Few readers

• I can merge shipments

  This tutorial outlines the process of merging multiple shipments in Jules. Remember, only shipments with the same Port of Delivery (POD) and Port of Loading (POL) can be merged. Locating the Shipments Step 1: Navigate to the shipments page in Jules. Identify two different shipments with the same port of loading and port of delivery. Open any one of these shipments. (https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/ee8d4fcFew readers

• I can track the shipment progress

  This guide covers how to track and update shipment progress using the logistics module. Tracking Shipment Progress Step 1: Open the logistics module and navigate to the Shipments page. Step 2: Find the progress column. ThiFew readers

• I can add loads to an existing shipment

  This tutorial explains the process of adding loads to an existing shipment. Start by navigating to the loads tab within a purchase. Step 1: Select a load. Step 2: Click on create a shipment. Step 3: Select a new shipment. Step 4: Assign a reference number to the new shipment. Step 5: Click on save. (https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/4f5c2236-f462Few readers

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[Export] Loading & Packing

• I can capture loading details by item

  Creation Date: March 2, 2023 Created By: Jean-Philippe Boul View most recent version on Tango 1. Go to Jules AI 2. Go in a purchase and click on "Containers" tab This action can be done from the "Trucks/Containers" page as well (https://storage.criPopular

• I can record invoicing info along with the loading info

  Creation Date: August 11, 2023 Created By: Akhil Vanjani View most recent version  Jules.ai 1. Select the container and click on "Loading/Packing" info You can access the containers from  (https://storage.crisp.chPopular

• I can handle the loading container procedure (Export)

  This action concerns the export procedure. It can be either done via template upload or manually (one by one) Creation Date: March 2, 2023 Created By: Jean-Philippe Boul View most recent version on Tango 1. Go to Jules AI 2. In the Purchase view and ContaiSome readers

• I can upload in bulk container procedure details (via Excel template)

  This action concerns the export procedure Creation Date: March 2, 2023 Created By: Jean-Philippe Boul View most recent version on Tango 1. Go to Jules AI 2. In the Purchase view and Containers tab, select the containers concerned This action can alsoSome readers

• I can upload in bulk item information to generate a packing list (via Excel template)

  Date: January 26, 2023 Author: Jean-Philippe Boul Source: Tango 1. Go to Jules AI 2. Go in a purchase and click on "Containers" tab This action can be done from the "Trucks/Containers" page as well (https://storage.crisp.chat/users/helpdesk/webSome readers

• I can bulk upload loading details by item

  https://main--jules-admin.netlify.app/DeliveriesScreen Creation Date: Jan 12, 2024 Created By: Krit Iyer View most recent version  1. Start by downloading an empty 'Packing List' for data upload  To download, you can select the containers from the 'Containers' tabFew readers

• I can bulk upload loading details by material

  https://main--jules-admin.netlify.app Creation Date: Jan 12, 2024 Created By: Krit Iyer View most recent version  1. Start by downloading an empty 'Packing List' for data upload  To download, you can select the containers from the 'Containers' tab of your 'purchasFew readers

• I can bulk upload itemized loading details for a container with multiple commodities

  https://main--jules-admin.netlify.app Creation Date: May 29, 2024 Created By: Krit Iyer View most recent version  1. Go to - https://main--jules-admin.netlify.app/ , and click on 'Logistics' (https://storage.crisp.chat/users/helpdesk/website/50457c5e61132c00/bce312e6-6e9a-475Few readers

• I can generate and download an empty Packing List for data upload

  Creation Date: January 12, 2024 Created By: Krit Iyer View most recent version  Jules.ai 1. Select the containers and click on 'download multiple documents' You can select the containers from the 'containers' tab of your 'purchase' or from 'trucks/containers' pagFew readers

Planning

• I can add tentative loading schedules - Planning info

  Adding a Tentative Loading Schedule Step 1: Open the Purchases module and navigate to the Purchases(Trading) page. Step 2: Choose the order to work on. (https://usercontent.clueso.io/0affecff-6113-4a1f-Some readers

• I can plan trucks or containers

  Date: January 31, 2023 Author: Jean-Philippe Boul Source: Tango 1. Go to Jules AI 2. In the Trucks/Containers page, you can access the "Loading date", "Loading time", "Delivery date" and "Delivery time" columns. You can tick the "Tentative" box to mark theFew readers

Booking

• I can record export booking details

  I can record export booking details Creation Date: Apr 30, 2024 Created By: Akhil Vanjani View most recent version 1. Select the containers and clickSome readers

• I can enter and use open bookings (Export)

  This feature is only available for Freight bookings for now Creation Date: February 28, 2023 Created By: Jean-Philippe Boul View most recent version on Tango 1. Go to Jules AI 2. Go to "Logistic rates" and then click on "Rate management" in the "Export" categorySome readers

• I can send transport documents to providers or suppliers

  Creation Date: March 1, 2023 Created By: Jean-Philippe Boul View most recent version on Tango 1. Go to Jules AI 2. Go to the "Trucks/Containers" page (https://storage.crisp.chat/users/helpdesk/website/ed36fee22d2f3800/3c632ea4-a900-4513-91d2-cb8105ikdyFew readers

• I can generate and share booking confirmation

  Creation Date: February 6, 2023 Created By: Akhil Vanjani View most recent version on Tango 1. Go to Jules AI 2. Go to the "Logistics" menu and click on "Shipments" (https://storage.crisp.chat/users/helpdesk/website/b876277695819000/6b8e7ea4-a9f6-4a40-b0Few readers

General

• I can view and update my logistics options

  Creation Date: Jul 01, 2024 Created By: Akhil Vanjani View most recent version  1. Go to 'Trucks/containers' page 2. Click on 'Add logistic option' (https://storage.crisp.chat/users/helpdesk/webSome readers

• I can see the total net weight when adding deviations for loadings, deliveries, and receptions

  Creation Date: Jul 01, 2024 Created By: Akhil Vanjani View most recent version  1. Select your truck/container and click on 'Loading info' Same action can be performed for deliveries and reception infoSome readers

• I can use the document stepper

  Edit Status from Doc Stepper Step 1: Navigate to the Logistics module. Step 2: Open the Shipments page. Step 3: Look for the documents column in the display list. If the column is not displayed, you can select it fSome readers

• I can record loadings from multiple sites/suppliers in a single container

  Step 1: Navigate to the purchases module and open the purchases trading page. Step 2: Choose the order you want to work on. (https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/5dFew readers

• I can remove delivery, loading or booking details

  These actions can be performed on container or truck list in a purchase or a sale and also in the truck/container page Creation Date: March 2, 2023 Created By: Jean-Philippe Boul View most recent version on Tango 1. Go to Jules AI 2. In a given purchasFew readers

• I can mark the closing steps of a progress stepper as completed

  Creation Date: March 7, 2023 Created By: Akhil Vanjani View most recent version  Jules AI 1. Go to Jules AI 2. Go to the "Logistics" menu and click on "Shipments" (https://storage.crisp.chat/users/helpdesk/website/2170ff402818Few readers

[Export] Bulk cargo & Charter party booking

• I can create charter party contract

  Step 1: Navigate to the Logistics Module and open the Shipments page. Step 2: Select the Shipment to work on. (https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/a59a2368-c5f6-447d-a38c-057b11ba5380/1094866e-8156-4fc2-b6b0-45Some readers

Delivery

• I can record delivery information

  This guide explains how to record delivery information in the logistics module. Step 1: Navigate to the logistics module and select the trucks and containers page. Step 2: Choose the container to work on. (https://usercontent.clueso.Some readers

• I can bulk upload delivery details by material

  https://main--jules-admin.netlify.app Creation Date: Jan 12, 2024 Created By: Krit Iyer View most recent version  1. Start by downloading an empty 'Packing List' for data upload  To download, you can select the containers from the 'containers' tab of your 'purchasSome readers

• I can bulk upload delivery details by item

  https://main--jules-admin.netlify.app Creation Date: Jan 12, 2024 Created By: Krit Iyer View most recent version  1. Start by downloading an empty 'Packing List' for data upload  To download, you can select the containers from the 'containers' tab of your 'purchasFew readers