Purchase

• 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. (https://usercontent.clueso.io/0affecfPopular

• I can create a purchase

  This guide outlines the process of creating a purchase in Jules, detailing how to input necessary information, document material details, set pricing, save the purchase, and distribute internal and external communications. Step 1: Navigate to the purchase page. Step 2: Click on Add a Purchase. (https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/0b8e28e7-31a9-423d-84c0-c9cdf04a4eae/7027ea46-04d9-497b-9ca0-9ec9Popular

• 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. (https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/9a00eSome readers

• I can generate and send a purchase order

  This guide focuses on generating and sharing a purchase order using the purchases module. Step 1: Navigate to the purchases module and select the Purchases (Trading) page. Step 2: Choose the order to work on by selecting the dSome readers

• I can create a back-to-back trade

  This tutorial provides a step-by-step guide on creating a back-to-back trade in Jules. Step 1: Navigate to the purchase page and Add a Purchase. Step 2: Fill out all fields marked with a red asterisk. These are mandatory.Some readers

• I can create back to back trade with multiple materials

  Creation Date: September 8, 2023 Created By: Akhil Vanjani View most recent version  Jules.ai 1. Click on 'Add a material' 2. Fill iSome readers

• I can Create & Renew Offers

  Creating an Offer Step 1: Navigate to the offers page in the purchases module. Step 2: Click on Add an offer. (https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/faba31be-58b0-43eb-a552-d390eb71e4d1/71b2f1e3-5d53Some readers

• I can create a purchase with multiple materials

  This guide explains how to create a purchase with multiple materials. Step 1: Access the purchase page and click on Add a purchase. Step 2: Fill in the required information and click Next. (https://usercontent.clueso.iFew readers

• I can renewa purchase

  This guide explains how to renew or duplicate a purchase order in the Jules App. Step 1: Navigate to the Purchases page. Step 2: Use the search, filter, or sort by options to find the desired purchase. (https://usercontent.clueso.io/0affeFew readers

• I can create trucks or containers associated to a purchase

  This tutorial explains the process of creating trucks and containers associated with a purchase in Jules. Begin on the Trucks and Containers page. Step 1: Click on Add Containers. Step 2: Choose betFew readers

• I can capture a purchase opportunity

  This guide explains how to capture a purchase opportunity in Jules. Step 1: Access the 'purchase opportunity' tab on the purchase page Here, you'll see a list of all available opportunities along with their maturity. Step 2: To caFew readers

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Sales

• I can create a sale

  1. Go to Jules AI 2. Click on "Sales" 3. Click on "Add a sale" 4. Fill in the details like Customer name, site, POD (export), payment terms, validSome readers

• I can follow up sale completion

  This tutorial provides instructions on how to efficiently follow up on a sales completion within Jules. Begin by finding the relevant sale: Step 1: Navigate to the sales page. Step 2: Utilize the filter options to search for the relevant sale. (https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/18963bca-5550-4279-9cc6-539879070d6c/a750c327-6cde-41c4-9b73-17d52b9a8f8e/images/439528e4-298b-4aa7-bbda-f82967fa7Some readers

• I can renew Sale

  This guide provides a step-by-step process on how to renew a sale on your sales page. Start by locating the sale you wish to renew. Use the filter options or search by the sales order number to find it. Step 1: Navigate to your sales page. Step 2: Find the sale you want to renew. Step 3: Scroll to the right side of the page and click on the small arrow. (https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/f6b88d21-5e1b-456Some readers

• I can generate and send a sales order

  This tutorial outlines the process of generating and sharing a sales order using the sales module. Step 1: Navigate to the sales module and open the sales page. Step 2: Choose the order to generate. (https://usercontent.cluSome readers

• I can create trucks or containers associated to a sale

  Creation Date: February 28, 2023 Created By: Jean-Philippe Boul View most recent version on Tango 1. Go to Jules AI 2. Go in the "Trucks/Containers" page and click on "Add containers/trucks" (https://storage.crisp.chat/users/helpdesk/website/d0b52a89668Some readers

• I can create a sale [Mobile]

  This guide outlines the steps to create a sale using the Jules mobile application. Start by adding a new sale: Step 1: Click on Add and select Sale under trading. (https://usercontent.clueso.io/0affecff-6113-4aFew readers

• I can create a sale with multiple materials/commodities

  This guide explains how to create a sale with various materials or commodities in Jules. Navigate to the Sales page. Click on Add a Sale. (https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789Few readers

Operations [Purchase & Sales]

• I can create containers or trucks with multiple materials

  This tutorial outlines the process of creating containers for multiple materials in an order on the purchase trading page. Start by navigating to the purchases page. Step 1: Select the order you're working on.Popular

• I can add or cancel loads or holds

  This tutorial provides a detailed walkthrough on how to add or cancel loads or holds for a purchase in Jules. Start by navigating to the purchase page and selecting a purchase. Step 1: Proceed to the loads page, also known as the holds page in somSome readers

• I can add new payment terms

  This tutorial outlines the process of adding new payment terms in Jules. Step 1: Navigate to the purchase or sales page and select Add a purchase. Step 2: Find the Payment Terms section. Enter the new payment term in the proviSome readers

• I can view associated orders

  This guide explains how to view the orders associated with a purchase or sale. Step 1: Navigate to the purchase page or the sales page. Both pages provide this feature. Step 2: Click on the order of interest. (https://usercontent.Some readers

• I can approve/reject (validate) purchases or sales

  This guide provides a step-by-step walkthrough on how to approve or reject orders in the sales or purchases page. Step 1: Navigate to the sales page or the Purchases (Trading) page. Step 2: Look for the validated column. This column displaysSome readers

• I can update the Formula price

  Updating index value Finalizing temporary price  Creation Date: May 19, 2023 Created By: Akhil Vanjani View most recent version  Jules.ai Go to Jules AI 1. On the "Trucks/Containers", click on "Others" to access more filters (https://storagSome readers

• I can edit and cancel a purchase or a sale

  This tutorial provides a step-by-step guide on how to edit or cancel a purchase or sale in Jules. Editing a Purchase Step 1: Select a purchase on the purchase page. Step 2: Click Edit to modify the general informatioSome readers

• I can add, view, edit and delete a comment on opportunities

  Creation Date: March 8, 2023 Created By: Akhil Vanjani View most recent version on Tango 1. Go to Jules AI 2. Click on "Purchases (Trading)" Alternatively, you can go to "Sales" (https://storage.crisp.chat/users/helpdesk/website/750ef013fb6af000/8f60b5d5-Few readers

• I can validate (approve/reject) orders from the mobile app

  Creation Date: March 1, 2024 Created By: Akhil Vanjani View most recent version  1. Access the 'Purchase' or 'Sales' page to review the order list. Here you can see if orders are approved or rejected 2.Few readers

• I can cancel and edit a purchase or a sale opportunity

  This tutorial provides a step-by-step guide on how to cancel and edit opportunities in the purchases & sales module. Step 1: Navigate to the sales module or purchase module. Step 2: Open the sales page or purchase trading page. (https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/60949579-913b-4ddf-87a5-0f2a8fff37d7/91648c3e-abed-4ade-adbb-a30179b6b4ea/images/5b4f71b9-b46b-4fb6-b22Few readers

• 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.Few readers

• I can close purchases or sales

  This tutorial provides guidance on closing and reopening an order in Jules app, from either the Purchases and Trading page or the Sales page. Additionally, it introduces an alternative method for closing an order by changing its status. Once closed, a purchase or a sale will not be eligible for any new allocation and the quantity not allocated will be discarded. It's mostly used at the end of months when we should switch to new contracts wFew readers

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Allocations

• I can make an allocation from a purchase form

  This guide outlines the steps to allocate a purchase from the purchase form. Allocating a Purchase Step 1: Add a purchase. Step 2: Select the supplier. (https://usercontent.clueso.io/0affecff-6113-4a1f-b1Popular

• I can allocate a purchase and a sale from the allocation module

  This guide outlines the process of creating an allocation using the allocation module. Start by accessing the allocation page from the logistics menu. This page features two tabs. The My allocation tab displays all system allocations. Proceed to the Making an allocation tab to initPopular

• I can turn an allocation from "In progress" to "Finalized"

  This tutorial provides a step-by-step guide on updating an allocation from 'in progress' to 'finalized' in Jules. Step 1: Navigate to the allocations page from the logistics module. Step 2: Within the 'Allocations' tab, locate the 'Some readers

• I can create "In progress" allocations

  1. Go to Jules AI 2. Click on "Purchases (Trading)" 3. Click on "Add a purchase" 4. Here you can select POD to create an "In progSome readers

• I can allocate a truck or a container

  This guide provides a step-by-step process for allocating trucks and containers to a sale in Jules. Step 1: Navigate to the trucks, containers, and holds page. Apply the necessary filters to find the right trucks or containers.Some readers

• I can view unallocated purchases

  Creation Date: February 1, 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 "Allocations" (https://storage.crisp.chat/users/helpdesk/website/67e932de791ee800/b4fb5535-0610-47e8-bdf1-a4840Some readers

• I can edit & cancel an allocation

  This tutorial provides steps on editing and cancelling allocations in the logistics module. To edit an allocation Step 1: Navigate to the allocations page. Step 2: Select the allocation to edit and click the pencil iSome readers

• I can allocate and re-allocate from the containers tab of Purchase

  This tutorial provides a step-by-step guide on how to allocate and re-allocate trucks/containers after purchase. Allocating Containers Step 1: Select a purchase for container allocation. Step 2: NavigFew readers

• I can remove a truck or a container from an allocation

  Creation Date: January 18, 2023 Created By: Akhil Vanjani View most recent version on Tango 1. Go to Jules AI 2. In the "Logistics" menu click on "Allocations" (https://storage.crisp.chat/users/helpdesk/website/c93793a33ddb7000/41096129-e3e9-4be5-9fbc-6a56b71uyo9Few readers