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> 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).

# I can create a Sale for Bulk Order

${frame}[Creating Sale for Bulk](https://julesai.clueso.io/embed/c55e49eb-9ef2-4111-b351-c1979a5bd4bd)

This article will guide you through the process of recording a bulk order sale on your sales page.

**Step 1:** Start by navigating to the sales page.

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/aa71974d-ccae-48be-805b-8ffd72b7be00.png)

**Step 2:** Click on **Add a sale**.

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/72372fdd-1222-4ff6-bd17-0a39b55bd1dc.png)

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/c36d2c02-2610-4e85-9fbb-40b2693b14a3.png)

**Step 3:** Select your customer. The customer, site billing entity, port of discharge, and payment terms will be pre-filled based on default settings.

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/f1da484d-4140-4326-8648-36876adba206.png)

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/9618b4e2-cf3d-4b61-b106-89bc1e87733a.png)

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/eb539aad-7b02-4d50-b21f-4696486e1863.png)

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/6e627d5e-45ff-4537-ae26-e5a6efec7c6d.png)

**Step 4:** Enter the date of validity and end of validity. If necessary, add external comments.

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/a9dbccfd-b5a2-4d22-86a8-3f548384eb13.png)

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/ebc1c5c2-2437-476c-bd93-3c75e0091463.png)

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/87c03ea2-966f-4019-8a9e-f6bce32657a8.png)

**Step 5:** Drag and drop photos of the material or any document. Explore other fields for the date of creation, consignee, notify, and advanced payment percentage.

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/a4a60537-4eae-42e9-9189-59e3d8aff129.png)

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/a39430fe-d6a0-4547-b4e2-73860ffcfeba.png)

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/4f29cfb9-5dec-4b69-9ef7-f350363abd07.png)

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/a4109c39-50e2-4868-a6b9-e447923fc4ad.png)

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/b666f295-9f9c-4a99-b1f4-17575ac87094.png)

**Step 6:** The shipment mode will be bulk cargo. Add any terms and conditions that you want to print on the contract.

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/f205fead-662e-4129-a563-6512680a9042.png)

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/b3c8de7e-d57a-4e0e-8a13-227a329433a8.png)

**Step 7:** Select the document from the list and specify the quantity for each document.

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/b3b189ad-efda-42c1-a4b4-0b01dd29e502.png)

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/22e9f5a3-2397-445c-90cd-a3845d9a4d94.png)

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/609fc9e3-4973-4ed7-9f86-d9fddc131a5e.png)

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/d32a75d2-9a6f-4847-b9e7-45bbc68f05d0.png)

**Step 8:** Click on **Next**.

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/ca8ba6e1-a964-408f-8714-d26ab46c96ff.png)

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/8dab1b99-c990-4c2c-9c1e-ff36c9747226.png)

**Step 9:** Select your material and specify the name of the material that you want to show on the documents.

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/c9891579-8a24-4a77-bd44-d2f8ed57d9be.png)

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/6a66badf-8de1-4da9-ac59-00b720ebc409.png)

**Step 10:** Enter your estimated quantity and then the minimum quantity. The number of holds is calculated based on the minimum quantity.

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/67740c83-eb42-4e00-8584-3aa6c633e453.png)

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/4940e28e-b800-46f9-9aae-18ea7dc35b27.png)

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/e039aeee-bb30-4227-9237-c58ac03586a7.png)

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/2fbb92bb-8518-4013-9ba3-543debd48b66.png)

**Step 11:** If required, enter your quantity in a different unit. Enter the tolerance percentage, select your incoterm, and enter your price.

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/66d34651-915c-4bb1-932c-0a32454a3e8f.png)

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/5a50ea42-7769-4cd5-af92-9c0a7379d6e7.png)

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/2edaba8f-919d-46fb-b3b5-8adce9fed697.png)

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/9dcc968c-ebea-409b-80e0-113e44b7fac4.png)

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/6fffb2f9-4c35-4a7e-9b9c-45315815a3c6.png)

**Step 12:** If your price is in a different currency, enter the exchange rate. Add an internal note, material description, and the HS code name of the commodity T on the BL.

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/7cbac8e2-a1ea-4182-a318-a8570f6f4009.png)

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/87b9de74-fa8c-4d91-989b-fe066808624f.png)

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/529b67a2-e5cb-48b8-baa2-82f57126c769.png)

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/4421c2cf-2776-450e-854b-792a7c5d4aca.png)

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/856530a7-c02a-4023-a704-10b30f9956df.png)

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/b636c67e-80e5-4842-9de3-34c3ced8e92e.png)

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/c96915fa-ec27-4a34-bf34-7e0c5865b394.png)

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/145a3609-5ea0-41d2-b9c9-aea98d87c858.png)

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/14210665-dd44-4ff5-a934-8d2a86ec132f.png)

**Step 13:** Once everything is done, click on **Save** to record your sale.

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/50268ba1-cd3e-4e10-8aba-2002df5f2fcb.png)

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c55e49eb-9ef2-4111-b351-c1979a5bd4bd/95a459e2-45c7-4646-9617-16c740c9d07d/images/45c6fa51-ece2-44da-9542-3cde53bfecd0.png)