Question 1

I can create a purchase

Accepted Answer

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.

Jules offers two types of purchases: local and overseas export import. This tutorial focuses on creating an overseas purchase.

Step 3: Select a supplier from the dropdown menu. Remember, all fields marked with a red asterisk are mandatory.

Once a supplier is selected, the supplier side port of loading, billing entity, and payment terms should populate automatically. Jules also supports uploading material photos from your desktop.

Step 4: Click on View Other Fields.

![](https://usercontent.clueso.io/0affecff-6113-4a1

Question 2

I can bulk upload loading details on item level

Accepted Answer

${frame}Bulk upload of loading details

In this article, you'll learn how to bulk upload loading details at an item level in Jules.

Step 1: Start by clicking on Loading Packing Information after selecting a load.

Step 2: Navigate to the Buy Item Loading type page.

Step 3: Find the Bulk Upload button under Material Weights and click on it.

Step 4: You'll be prompted to download a template in either Excel or CSV format. Open the downloaded file. Do note, you can also upload loading details as a PDF provided directly by your supplier.

Step 5: Populate all the necessary details in the file, such as material

Question 3

I can create a shipment

Accepted Answer

${youtube}Creating 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, select the desired containers, and click on create a shipment.

Step 3: Toggle New shipment.

Step 4: Enter a reference number. If available, provide the BL number.

Step 5: Click Save to finalize the creation of the shipment.

The process can also be executed from the trucks and containers page:

Step 1: Access the Trucks/containers page.

Step 2: Select the cont

Question 4

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

Accepted Answer

${youtube}Making allocation from 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 initiate a new allocation.

Kick off the three-step allocation process by choosing a purchase. Utilize filters or search by purchase order number to pinpoint the required purchase.

Adjust the filters to locate a sale.

Next, select the sale.

Decide on the containers for the allocation. Opt for all containers or specific ones.

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Question 5

I can create a Supplier and Site while recording a purchase

Accepted Answer

${frame}Creating Supplier and Site while recording a Purchase

This guide walks through the process of adding a new supplier and site in the Purchases module.

Adding a New Supplier

Step 1: Navigate to the Purchases module and select the Purchases (Trading) page.

Step 2: Click on Add a purchase.

Step 3: In the Supplier field, type the name of the new supplier and click on Add.

Step 4: A pop-up window appears. Fill in all the necessary details of the supplier.

Step 5: Click on Next. On the following page, enter the supplier's bank details and address.

Step 6: After entering all the details, c

Question 6

I can record and use open bookings (Export)

Accepted Answer

${frame}Recording and using open bookings

This article will guide you through the process of recording and using open bookings in Jules.

Step 1: Start by navigating to the bookings page and clicking on Add new.

Step 2: Proceed to enter a booking number.

Step 3: Input the number of load (a mandatory field). From the progress drop-down, select the progress of the booking. Do note, this list of progresses is customizable based on your company's requirements. For this example, we're marking the booking as confirmed.

Step 4: Check the already confirmed box.

Step 5: Fill in your haulage and **

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