> ## 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).

# I can create a sale


${youtube}[Creating Sale](8TDenHSh_FI)


### 1. [Go to Jules AI](https://demo.haroldwaste.com/purchases)

  

### 2. Click on "Sales"

  

![](https://storage.crisp.chat/users/helpdesk/website/4eb38c99f4148800/646f06ad-75ab-4343-acee-3549d1_16gw3bj.png)

  

### 3. Click on "Add a sale"

  

![](https://storage.crisp.chat/users/helpdesk/website/cb487477a66b5800/00bd8528-45c6-4d62-994f-4130ab_un6vrl.png)

  

### 4. Fill in the details like Customer name, site, POD (export), payment terms, validity period, etc.

  

![](https://storage.crisp.chat/users/helpdesk/website/37e33a3a01bc0200/a6a63e40-4968-4fc1-84a3-2ba1e2_1jsql8.png)

  

### 5. You can also upload photos of materials from the desktop

  

![](https://storage.crisp.chat/users/helpdesk/website/6c39a827acca6c00/fa939da2-5732-4e97-bf81-9af272_14vyhfw.png)

  

### 6. Click on "View other field(s)" and scroll down

  

![](https://storage.crisp.chat/users/helpdesk/website/8000b5c26a176800/690cf693-69fb-4656-8076-a9970f_honaxq.png)

  

### 7. Here you can assign an admin rep, select an agent and commission if any, etc. and click "Next"

  

![](https://storage.crisp.chat/users/helpdesk/website/bdb557cee319980/2da84b8a-827a-4271-84ca-6a0dd6_70aa1u.png)

  

### 8. Add material, quantity, incoterm, price, etc. and click on "Save"

  

![](https://storage.crisp.chat/users/helpdesk/website/dcd9e543acc9d800/a9c8de0f-711b-4136-a042-74caee_2v07jx.png)

  

### 9. Your sale is recorded

  

Click on "Add a material" to add more materials to same order

  

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101068052239/original/NLuV2WAU_xXjAKqM8ylPqk3nkqd4PH1SYQ.png?1678425655)

  

### 10. Click on "Notify"

  

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101068052244/original/VThPRDOu6Y4Pnuftfe-4x6FWR-cMM1g1kw.png?1678425655)

  

### 11. Click on "Internal comm."

  

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101068052241/original/FvygpMeMZ1iEK6wpee-jnckLhaJGObEVYw.png?1678425655)

  

### 12. Click on "Send auto" to notify internally

  

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101068052246/original/sZ0_J4yUndI2em3SaOMblDTH9iP9unqLLA.png?1678425655)

[](https://app.tango.us/app/workflow/d823e6c3-cae6-4c52-95fc-2228ca61237f?utm_source=magicCopy&utm_medium=magicCopy&utm_campaign=workflow%20export%20links)