> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.julesai.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Creating a supplier (buy from) or customer (sell to)

${youtube}[Creating Suppliers and Customers](jBVBx9vk4J4)

This guide provides a step-by-step process on creating suppliers and customers in the Jules App.

**Step 1:** Select the Supplier and Customer module. Then, choose either Suppliers or Customers.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/cd41ec84-8b6e-4a86-903c-e3b8bfd522c3/871ae6d4-ad74-475e-95a7-84f67b4f2685/images/5477ac90-bc95-4683-b649-1cb79b0da08d.png)

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/cd41ec84-8b6e-4a86-903c-e3b8bfd522c3/871ae6d4-ad74-475e-95a7-84f67b4f2685/images/9021fa8c-873a-45cf-b338-c849a82b14eb.png)

**Step 2:** Click on the option to add a new customer or a new supplier. A form will appear.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/cd41ec84-8b6e-4a86-903c-e3b8bfd522c3/871ae6d4-ad74-475e-95a7-84f67b4f2685/images/f1c6fe8b-8664-4f3e-8f40-8a9c6691e75a.png)

**Step 3:** Enter the name and fill in other info as required

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/cd41ec84-8b6e-4a86-903c-e3b8bfd522c3/871ae6d4-ad74-475e-95a7-84f67b4f2685/images/805637c1-e7da-43a4-95a9-9d186a2e26dc.png)

**Step 4:** Choose the default payment parameters.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/cd41ec84-8b6e-4a86-903c-e3b8bfd522c3/871ae6d4-ad74-475e-95a7-84f67b4f2685/images/baf03853-90bd-4577-953a-9be7af5a800a.png)

**Step 5:** Add the users associated to the account - WARNING!

_If your firm is giving access to the full list of accounts, do not use this field as it will result in removing access to all accounts (customer / supplier) not selected for a given user.  
  
Otherwise by selecting users here, you enable them to see trades / create / edits related to the account_

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/cd41ec84-8b6e-4a86-903c-e3b8bfd522c3/871ae6d4-ad74-475e-95a7-84f67b4f2685/images/24fe59d4-740b-4692-86ff-a590a3a5036a.png)

**Step 6:** Click on Next.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/cd41ec84-8b6e-4a86-903c-e3b8bfd522c3/871ae6d4-ad74-475e-95a7-84f67b4f2685/images/cc389de4-6caa-4126-aedc-1e49a9d85262.png)

**Step 7:** Fill in the invoicing address, bank details, amount covered in insurance, coverage provider, and valid date of the insurance. Add a new delivery site by clicking inside.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/cd41ec84-8b6e-4a86-903c-e3b8bfd522c3/871ae6d4-ad74-475e-95a7-84f67b4f2685/images/2b6ba6c3-aada-4e96-bfac-1350c580b19b.png)

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/cd41ec84-8b6e-4a86-903c-e3b8bfd522c3/871ae6d4-ad74-475e-95a7-84f67b4f2685/images/a9689256-b3ca-4c1e-9f55-a1fcbf42d637.png)

**Step 8:** Fill in the required details.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/cd41ec84-8b6e-4a86-903c-e3b8bfd522c3/871ae6d4-ad74-475e-95a7-84f67b4f2685/images/d46d03d8-e0cd-4bbc-9683-30aa8161cb63.png)

**Step 9:** When selecting market types, sites that do not have ability to load containers should only have "local" selected. _They won't show as a suggestion in export trade_

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/cd41ec84-8b6e-4a86-903c-e3b8bfd522c3/871ae6d4-ad74-475e-95a7-84f67b4f2685/images/bb8bb83d-42e8-4dbf-b578-07b97a5f4606.png)

**Step 10:** Add the default volume for the site, the currency, and the incoterm used by the site. Add the associated accounts and a contact or add one from your own.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/cd41ec84-8b6e-4a86-903c-e3b8bfd522c3/871ae6d4-ad74-475e-95a7-84f67b4f2685/images/a826652f-73ab-468e-9ed1-ca400786e393.png)

**Step 11:** Click on Next.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/cd41ec84-8b6e-4a86-903c-e3b8bfd522c3/871ae6d4-ad74-475e-95a7-84f67b4f2685/images/967bec2a-9c09-4238-80e3-5d2f865da69a.png)

**Step 12:** Fill in the address or select same as billing address. Then, choose the delivery area, business region, and business sub-region.

Region & subregion are very useful for dashboarding purposes and filtering based on lanes / region in the app.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/cd41ec84-8b6e-4a86-903c-e3b8bfd522c3/871ae6d4-ad74-475e-95a7-84f67b4f2685/images/f1155c0e-8407-4b4d-a91b-fd33101282b8.png)

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/cd41ec84-8b6e-4a86-903c-e3b8bfd522c3/871ae6d4-ad74-475e-95a7-84f67b4f2685/images/9a674ece-1cd7-43f1-9408-6dcd0e985f4d.png)

**Step 13:** Click on Save.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/cd41ec84-8b6e-4a86-903c-e3b8bfd522c3/871ae6d4-ad74-475e-95a7-84f67b4f2685/images/aca46469-90d4-4d00-b381-52316adf8e46.png)