Purchase
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-9ca0-9ec9PopularI 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 dPopularI 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/0affecfSome readersI 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 readersI 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/9a00eFew readersI 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 readersI 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 readersI 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 readersI 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 iFew readersI 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-d390eb71e4d1/71b2f1e3-5d53Few readersI 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
Sales
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 readersI 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, validFew readersI 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-f82967fa7Few readersI 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 readersI 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.cluFew readersI 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 readersI 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/d0b52a89668Few 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.PopularI can update the Formula price || Price my containers
In this article, you'll learn how to update formula price or price loads within Jules Step 1: Navigate to the Loads tab. Select Load and click on Price Formula. Step 2: Observe the inPopularI 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 somFew readersI 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 readersI 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 proviFew readersI 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.Few readersI 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 readersI 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 displaysFew readersI 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 readersI 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 informatioFew readersI 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 readersI Can Create Loads from the Planning and Booking Page
This tutorial provides a step-by-step guide on creating loads from the Planning and Booking page in the Shipments module of Jules. This feature proves beneficial when adding a load to an associated sale or a customer. Adding Loads to a Sale Step 1: Navigate to the Planning and Booking page under the Shipments module. (https://usercontent.clueso.Few readersI 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
Allocations
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 initPopularI 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-b1PopularI 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 readersI 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 progFew readersI 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.Few readersI 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 readersI 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-a4840Few readersI 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 iFew readersI Can Auto Allocate Loads / Holds During Creation
This tutorial outlines the process of auto allocating loads during creation, a feature applicable when a purchase is allocated to a single sale or a warehouse. Allocating Loads from the Loads Tab Step 1: Navigate to the Loads tab. (https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/f6370ddd-4234-4c86-b33c-3dafec8e7a0d/26b90a5fFew readersI can update Purchase allocation for a load
This article will guide you through the process of changing your purchase allocation. Step 1: Navigate to the Loads and Hold page. Step 2: Locate your container number. (https:/Few readersI 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