Companies, Sites & Contacts

• I can block and unblock companies or sites

  Blocking and Unblocking Companies This guide explains the process of blocking and unblocking companies in the Jules app. Start by navigating to the Suppliers and Customers module. Here, select either Suppliers and Sites or Customers and Sites. ![](https://usercontent.cluPopular

• I can create a Supplier and Site while recording a purchase

  Creating Supplier and Site while recording a Purchase This guide walks through the process of adding a new supplier and site in the Purchases module. Adding a New Supplier Step 1: Navigate to the Purchases module and select the Purchases (Trading) page. ![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/52a6ac50-d1d5-4198-a685-f1d240202d68/e6c85167-57b1-4183-909c-8638da52c822/imageSome readers

• I can add contacts

  Adding Contacts This tutorial explains the process of adding a new contact in Jules. Adding a Contact from the Suppliers and Customers Section Step 1: Navigate to the Suppliers and Customers section and select Contacts. Step 2: In this section, find options tSome readers

• I can edit and delete contacts

  Creation Date: March 2, 2023 Created By: Jean-Philippe Boul View most recent version on Tango 1. Go to Jules AI 2. Enter any search query in the search bar Here "Matthew" ![](https://storage.crisp.chat/users/helpdesk/website/68adb5f507c1380/cb70888b-f12c-44fdSome readers

• I can add multiple bank account details for my suppliers and customers

  You can add save multiple account details and set one as default Creation Date: September 26, 2023 Created By: Akhil Vanjani View most recent version # Jules.ai 1. Go to 'Suppliers' or 'Customers' ![](https://storage.crisp.chat/users/helpdesk/website/ea3a9bFew readers

• I can add material associated to site from the mobile app

  I can add material associated to site from the mobile app This tutorial outlines the process of adding materials related to a customer or supplier site using the Jules mobile app. Step 1: Navigate to the Suppliers and Customers page. Step 2: Decide to add materialsFew readers

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

  Creating Suppliers and Customers 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-6Few readers

• I can list materials to a supplier or customer site

  Creation Date: February 17, 2023 Created By: Akhil Vanjani View most recent version on Tango 1. Go to Jules AI 2. Click on "Suppliers & Sites" Alternatively, you can go to "Customers & Sites" ![](https://storage.crisp.chat/users/helpdesk/website/28139369f03Few readers

• Manage user access to companies (suppliers or customers)

  1. Click on Suppliers & Sites / Customers & Sites 2. Click on Add a new supplier/customer 3. Fill the form 4. ChFew readers

• I can add and manage licenses and authorizations

  Creation Date: February 28, 2023 Created By: Jean-Philippe Boul View most recent version on Tango 1. Go to Jules AI 2. Go to the "Suppliers & Sites" page and click on the "Sites" tab ![](https://storage.crisp.chat/users/helpdesk/website/951dee5baa1e6800/5bedbe12Few readers

• Adding transport companies within the flow

  1. Click on Add a transport rate / Ocean Freight / All-in 2. While in the form, start entering the name of the provider 3. If it does not exist, click on "add" 4. Fill the form and save, continue your entry ![](https://storage.cFew readers

• I can create a Customer and Site while recording a sale

  Creation Date: April 25, 2023 Created By: Akhil Vanjani View most recent version on Tango.us 1.  Go to Jules AI 2. Click on "Add a sale" on the sales pageFew readers

• I can set up default Consignee and Notify

  I can set up default Consignee and Notify In this article, you'll learn how to set up a default Consignee and notify for a company. This feature simplifies the process of creating new sales or purchases by automatically filling in the Consignee and notify details. Step 1: Navigate to either the customers and site or suppliers and site. ![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-1Few readers

• I can add a new supplier and customer site from the mobile app

  I can add a new supplier and customer site from the mobile app This tutorial explains the process of adding a new supplier or customer site using the Jules mobile app. Step 1: Log into the Jules mobile app. Step 2: Navigate to the Suppliers and Customers page. **SFew readers

• I can add credit insurance details

  Creation Date: June 16, 2023 Created By: Akhil Vanjani View most recent version # Jules.ai 1. Go to "Customers & Sites" Alternatively, you can go to "Suppliers & Sites" ![](https://storage.crisp.chat/users/helpdesk/website/1fedebc63fb36100/ea028b3b-8829-4abFew readers

• I can search suppliers/customers by material listing

  Creation Date: January 30, 2023 Created By: Akhil Vanjani View most recent version on Tango 1. Go to Jules AI 2. Click on "Suppliers & Sites" You execute the same actions with customers ![](https://storage.crisp.chat/users/helpdesk/website/209cdb283d493400/8861c6c4-Few readers

• I can save multiple bank account details with the same account number

  Creation Date: December 7, 2023 Created By: Akhil Vanjani View most recent version # Jules.ai 1. Click on "Suppliers & Sites" Alternatively, you can go to "Customers & Sites" ![](https://storage.crisp.chat/users/helpdesk/website/1caf963558868a00/ee86c074-7315-4f79-9c2f-Few readers

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Products

• I can add new materials

  Adding New Materials This guide explains how to add new materials in the admin panel. Start by navigating to the Material section. Step 1: Click on the admin panel, then proceed to the Products page. This will lead to the materials tab. Here you will find a list of all materials created & a search/filter bar to find the desired material if needed. ![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/1aa0d001-6700-4c92-8489-05f25Some readers

• I can edit or delete other products

  Edit or Delete Other Products This guide focuses on editing or deleting other products in the Jules app. Start by navigating to the admin panel module and selecting the products page. Step 1: Select the other products tab. ![](https://usercontent.cluesFew readers

• I can add other products

  Adding Other Products This guide explains how to add other products such as OD charge, BL fee, and others, into the Jules App. Step 1: Navigate to the admin panel and select the products page. ![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/102Few readers

• I can edit or delete materials

  Editing and Deleting Materials This guide provides instructions on how to edit or delete materials in the Jules App. Start by navigating to the admin panel module and selecting the Products page. Step 1: Go to the Materials tab. Select the material to edit byFew readers

• I can Add and Manage Product Attributes

  I can Add and Manage Product Attributes In this tutorial, you'll learn how to add and manage attributes for materials on the products page. Step 1: Navigate to the products page. Step 2: Here, you haveFew readers

Others

• I can add and manage providers

  Adding Providers Learn how to create new providers in Jules. Creating Providers from the Admin Panel Step 1: Navigate to the admin panel and select providers. Step 2: View all providers, categorized as carriers, shipping lines, forwarders, agents,Some readers

• I can create shipping lines and forwarders from the booking forms

  Creation Date: April 25, 2023 Created By: Akhil Vanjani View most recent version on Tango.us 1. Go to Jules AI 2. In the shipments page, click on the shipment to open the menu Alternatively, you can go to the containers page and follow the steps !Few readers

• I can add a Financier

  In this article, you'll learn how to add a new financier in Jules. Step 1: Start by logging in and navigating to the admin panel. From there, proceed to the providers page. Step 2: On the providersFew readers

• I can create new ports

  I can create new ports This guide explains how to create a new port in Jules. Step 1: Access your purchase page. (this can also be done from your sales page or while recording booking info) Step 2: Click on the add a purchase option to create a new port. ![](htFew readers

• I can add a consignee

  Creation Date: May 10, 2023 Created By: Akhil Vanjani View most recent version on Tango.us 1. Go to Jules AI 2. On the sales view page, click on a sale to open the order ![](https://storage.crisp.chat/users/helpdesk/website/d307506501f11000/a0e9f557-b9e6-4a44-89ec-904baeFew readers