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# I Can Create Loads from the Planning and Booking Page

${frame}[I Can Create Loads from the Planning and Booking Page](https://julesai.clueso.io/embed/460ec764-d9f0-4578-99f4-c2aaf72a8bde)

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.io/0affecff-6113-4a1f-b1e4-103d4789d78a/460ec764-d9f0-4578-99f4-c2aaf72a8bde/6a9bfd22-6ce3-4e20-bd0b-37937b71d7ca/images/fd4048cd-7993-46f4-ae10-55af72446692.png)

**Step 2:** Click on **Add Loads**.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/460ec764-d9f0-4578-99f4-c2aaf72a8bde/6a9bfd22-6ce3-4e20-bd0b-37937b71d7ca/images/ff60d63d-2a93-47cd-a63c-1c794656af37.png)

**Step 3:** Choose to add the load to an associated sale or a purchase.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/460ec764-d9f0-4578-99f4-c2aaf72a8bde/6a9bfd22-6ce3-4e20-bd0b-37937b71d7ca/images/11368e12-56f1-468c-916c-e92347754eb8.png)

**Step 4:** Search for a customer.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/460ec764-d9f0-4578-99f4-c2aaf72a8bde/6a9bfd22-6ce3-4e20-bd0b-37937b71d7ca/images/2e19cd57-e936-4595-afb0-62b4b44188c8.png)

**Step 5:** Select the associated sale.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/460ec764-d9f0-4578-99f4-c2aaf72a8bde/6a9bfd22-6ce3-4e20-bd0b-37937b71d7ca/images/5db00dde-e631-4c2c-a376-5db25607610f.png)

**Step 6:** Click on **Add**.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/460ec764-d9f0-4578-99f4-c2aaf72a8bde/6a9bfd22-6ce3-4e20-bd0b-37937b71d7ca/images/d830777f-99db-42f1-9a9d-72d77fc81baa.png)

**Step 7:** Specify the number of loads. If needed, opt for auto allocation. Provide an estimated quantity and fill in all the necessary details.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/460ec764-d9f0-4578-99f4-c2aaf72a8bde/6a9bfd22-6ce3-4e20-bd0b-37937b71d7ca/images/132595cc-12a7-4f91-945a-b86f65ccfc15.gif)

**Step 8:** The load is now successfully added from the Planning and Booking page.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/460ec764-d9f0-4578-99f4-c2aaf72a8bde/6a9bfd22-6ce3-4e20-bd0b-37937b71d7ca/images/9022ee4b-05c8-4eb5-a772-02fd5373fabe.png)

### Adding Loads to a Purchase

**Step 1:** Follow the same process as above, but in Step 3, click on **Add** button and select a purchase.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/460ec764-d9f0-4578-99f4-c2aaf72a8bde/6a9bfd22-6ce3-4e20-bd0b-37937b71d7ca/images/1ccbed65-b8be-4731-9c5c-e722cf5fc8f7.png)

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/460ec764-d9f0-4578-99f4-c2aaf72a8bde/6a9bfd22-6ce3-4e20-bd0b-37937b71d7ca/images/571bf6bb-6b45-4045-948d-959af040d058.png)

**Step 2:** Select the purchase to add loads to it.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/460ec764-d9f0-4578-99f4-c2aaf72a8bde/6a9bfd22-6ce3-4e20-bd0b-37937b71d7ca/images/da8fd68c-a924-46bd-8a9d-66078441bdd3.png)

This concludes the tutorial on creating loads from the Planning and Booking page of Jules.