[Export] Shipments
I can create a shipment
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 theSome readersI can generate shipping documents
Generating shipping documents Step 1: Navigate to the shipments page in the logistics module. Step 2: Select the shipment to work on.  and Port of Loading (POL) can be merged. Locating the Shipments Step 1: Navigate to the shipments page in Jules. Identify two different shipments with the same port of loading and port of delivery. Open any one of these shipments. ![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/ee8d4fcFew readersI can record and invoice unexpected costs on a shipment
Unexpected cost Step 1: Navigate to the shipments page in the logistics module. Step 2: Select the shipment to work on. ![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/0b5aa979-0bb0-4f45-854a-8796532a89e7/9ae82d61-20b3-4cc7-9adb-703518edaa5Few readersI can add a new container / BL tracking
Adding Container or BL Tracking This guide explains the process of adding a new container or BL tracking in Jules. Step 1: Navigate to the shipment tracking page, found under the Shipments module. Step 2: Click onFew readersI can delete a shipment
Deleting shipments This article will guide you through the process of deleting a shipment in Jules. Step 1: Start by navigating to the Logistics module and selecting the Shipments page. Step 2: Look for a sFew readersI can add loads to an existing shipment
Adding loads to an existing shipment This tutorial explains the process of adding loads to an existing shipment. Start by navigating to the loads tab within a purchase. Step 1: Select a load. Step 2: Click on create a shipment. Step 3: Select a new shipment. Step 4: Assign a reference number to the new shipment. Step 5: Click on save. ![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/4f5c2236-f462Few readersI can update the document stepper for a shipment
Creation Date: January 30, 2023 Created By: Jean-Philippe Boul View most recent version # Jules AI 1. Go to Jules AI 2. Click on Shipments ![](https://storage.crisp.chat/users/helpdesk/website/cab44d71be6be00/f2545b6Few readersI can filter on "Document released?" in the "Shipments" page
Document released tracking Step 1: Navigate to the logistics module and open the shipments page. Step 2: Locate the filter and search bar. ![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/a73c0764-c595-4d1e-85b3-caaf4f17d7b6/7dbfa631-ccd5-4dFew readersI can access my unexpected cost list
Unexpected Costs Step 1: Navigate to the reports module and select the Exceptional Costs page. This page displays a list of all unexpected costs with their linked objetcs. _From here you can edit, delete and generate invoices/debit notes for any additional costs.Few readersI can split a shipment
Splitting a Shipment This guide explains how to split a shipment using the logistics module. Step 1: Navigate to the logistics module and open the shipments tab. Step 2: Choose the shipment to work on. ![](https://usercontent.clueso.io/0affecff-6113-4a1f-bFew readersI can create a shipment straight after an allocation
Creation Date: January 26, 2023 Created By: Akhil Vanjani View most recent version on Tango 1. Go to Jules AI 2. In the Allocation module, select the "Purchase", "Sale", and "Containers" you want to allocate ![](https://storage.crisp.chat/users/helpdesk/website/57f036d1aefe1c00/9de5637e-eeea-447c-9d38-03a7Few readersI can track the shipment progress
Tracking Shipment Progress This guide covers how to track and update shipment progress using the logistics module. Tracking Shipment Progress Step 1: Open the logistics module and navigate to the Shipments page. Step 2: Find the progress column. ThiFew readers
[Export] Loading & Packing
I can bulk upload loading details on item level
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:Some readersI can record invoicing info along with the loading info
Creation Date: August 11, 2023 Created By: Akhil Vanjani View most recent version # Jules.ai 1. Select the container and click on "Loading/Packing" info You can access the containers from ![](https://storage.crisp.chSome readersI can capture loading details by item
Creation Date: March 2, 2023 Created By: Jean-Philippe Boul View most recent version on Tango 1. Go to Jules AI 2. Go in a purchase and click on "Containers" tab This action can be done from the "Trucks/Containers" page as well 
This action concerns the export procedure. It can be either done via template upload or manually (one by one) Creation Date: March 2, 2023 Created By: Jean-Philippe Boul View most recent version on Tango 1. Go to Jules AI 2. In the Purchase view and ContaiFew readersI can add, edit and remove material from a load
adding removing material from a load This article will guide you through the process of adding, editing, and removing materials from a multi-material load in Jules. Step 1: Begin by examining the container. In this example, it contains 25 tons of good soft mixed material and 25 tons of stainless steel turnings. Step 2: To edit the quantity of materials within this container, first select the container.  page. Step 2: Choose the order to work on. ![](https://usercontent.clueso.io/0affecff-6113-4a1f-Few readersI can plan trucks or containers
Date: January 31, 2023 Author: Jean-Philippe Boul Source: Tango 1. Go to Jules AI 2. In the Trucks/Containers page, you can access the "Loading date", "Loading time", "Delivery date" and "Delivery time" columns. You can tick the "Tentative" box to mark theFew readers
Booking
I can record export booking details
I can record export booking details Creation Date: Apr 30, 2024 Created By: Akhil Vanjani View most recent version 1. Select the containers and clickSome readersI can record and use open bookings (Export)
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. **StepSome readersI can generate a booking request
Generating booking request This article guides you through the process of generating booking requests for loads in Jules. Step 1: Begin by navigating to the Purchase page. Step 2: From here, switch to the **LoaFew readersI can send transport documents to providers or suppliers
Creation Date: March 1, 2023 Created By: Jean-Philippe Boul View most recent version on Tango 1. Go to Jules AI 2. Go to the "Trucks/Containers" page ![](https://storage.crisp.chat/users/helpdesk/website/ed36fee22d2f3800/3c632ea4-a900-4513-91d2-cb8105_ikdyFew readersI can email booking request and confirmation from bookings page
Sending booking requests and confirmation This article guides you through the process of sharing a booking request or confirmation from the bookings page on Jules. Step 1: Select a booking from the bookings page. **SteFew readersI can generate and share booking confirmation
Creation Date: February 6, 2023 Created By: Akhil Vanjani View most recent version on Tango 1. Go to Jules AI 2. Go to the "Logistics" menu and click on "Shipments" ![](https://storage.crisp.chat/users/helpdesk/website/b876277695819000/6b8e7ea4-a9f6-4a40-b0Few readers
General
I can record loadings from multiple sites/suppliers in a single container
Recording Loadings from Multiple Sites/Suppliers in a Single Container Step 1: Navigate to the purchases module and open the purchases trading page. Step 2: Choose the order you want to work on. ![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/5dFew readersI can view and update my logistics options
I can view and update my logistics options This article will guide you through the process of adding and updating logistics rates in your purchase section. Step 1: Start by navigating to the Loads tab in your purchase section. ![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/171bbf4e-02d3-4e19-9708-95b5c771eb56/6c457cd1-922a-449d-9f51-97fec98d7f0f/images/ebdb8fbc-a781-4141-a4Few readersI Can Merge Containers / Loads
Merging Containers / Loads Merging containers in Joules is straightforward and helps you keep your records organized. Follow these steps to efficiently combine containers when needed. Step 1: Open the Purchase loads tab to view your list of containers. ![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/2a9b6502-efb0-4368-9fa1-f5a3361bf698/0a169653-f1c3-4cc9-a885-fbd256b0b88e/images/a2443c6e-7245-43a0-80bFew readersI can mark the closing steps of a progress stepper as completed
Creation Date: March 7, 2023 Created By: Akhil Vanjani View most recent version # Jules AI 1. Go to Jules AI 2. Go to the "Logistics" menu and click on "Shipments" ![](https://storage.crisp.chat/users/helpdesk/website/2170ff402818Few readersI can use the document stepper
Update doc stepper Edit Status from Doc Stepper Step 1: Navigate to the Logistics module. Step 2: Open the Shipments page. Step 3: Look for the documents column in the display list. _If the column is not displayed, you can select it fFew readersI can remove delivery, loading or booking details
These actions can be performed on container or truck list in a purchase or a sale and also in the truck/container page Creation Date: March 2, 2023 Created By: Jean-Philippe Boul View most recent version on Tango 1. Go to Jules AI 2. In a given purchasFew readersI can see the total net weight when adding deviations for loadings, deliveries, and receptions
Creation Date: Jul 01, 2024 Created By: Akhil Vanjani View most recent version 1. Select your truck/container and click on 'Loading info' Same action can be performed for deliveries and reception infoFew readers
[Export] Bulk cargo & Charter party booking
I can create charter party contract
Charter Party Info. Step 1: Navigate to the Logistics Module and open the Shipments page. Step 2: Select the Shipment to work on. ![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/a59a2368-c5f6-447d-a38c-057b11ba5380/1094866e-8156-4fc2-b6b0-45Some readersI can create Nomination request for Charter Party
Charter party nomination request In this article, you'll learn how to generate a Charter Party nomination request. Follow these steps to complete the process efficiently. Step 1: Open your purchase and navigate to the Holds tab. ![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c17040c1-4512-4d67-b8d7-2ee8613a3528/bbb32cc7-eaa1-4b3d-986e-1a7c850bbb56/images/8d4d2a96-e531-44a0-8c99-653eFew readersI can record daily loaded and offloaded quantities
Recording daily loaded and offloaded This tutorial shows how to record daily loaded and offloaded quantities for your holds, ensuring accurate tracking of commodities throughout the process. Step 1: Start by viewing a hold that includes multiple commodities. ![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/d1e9b028-b4e9-486b-9b4b-3da577b888d5/006029e3-4ed3-49d4-aee7-93be2b489465/iFew readers