Purchases, Sales & Allocations

Purchase

I can create a purchase
Creating Purchase This guide outlines the process of creating a purchase in Jules, detailing how to input necessary information, document material details, set pricing, save the purchase, and distribute internal and external communications. Step 1: Navigate to the purchase page. Step 2: Click on Add a Purchase. ![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/0b8e28e7-31a9-423d-84c0-c9cdf04a4eae/Popular
I can generate and send a purchase order
Generate and Send Purchase Order This guide focuses on generating and sharing a purchase order using the purchases module. Step 1: Navigate to the purchases module and select the Purchases (Trading) page. Step 2: Choose the order to work on by selecting the dSome readers
I can create a back-to-back trade
Creating Back-to-Back Trade This tutorial provides a step-by-step guide on creating a back-to-back trade in Jules. Step 1: Navigate to the purchase page and Add a Purchase. Step 2: Fill out all fields marked with a red asterisk. These are mandatory. ![Some readers
I can set purchase goals
Purchase Goals This guide explains how to set a purchase goal in Jules. Start in the purchases module: Step 1: Navigate to the purchases module and access the purchase goals page. Step 2: Click on create a goal. ![](https://usercontent.clueso.io/0affecfSome readers
I can renewa purchase
Renew Purchase This guide explains how to renew or duplicate a purchase order in the Jules App. Step 1: Navigate to the Purchases page. Step 2: Use the search, filter, or sort by options to find the desired purchase. ![](https://usercontent.clueso.io/0affeSome readers
I can create a purchase with multiple materials
Creating Purchase with Multiple Materials This guide explains how to create a purchase with multiple materials. Step 1: Access the purchase page and click on Add a purchase. Step 2: Fill in the required information and click Next. ![](https://usercontent.clueso.iFew readers
I can create a purchase for bulk order
Purchase for bulk order This guide will help you create a bulk order purchase quickly and easily. Follow these steps to manage your orders efficiently. Step 1: Go to the purchase page and click Add a Purchase. ![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/a8dd11ec-9e06-40fd-99b7-f770ca439079/3eb09159-1c46-46ba-b0a1-da77cdea4ded/images/5e99e305-9613-4bd3-a192-63f3b8867b4a.pnFew readers
I can record Financier details in Purchase
I can record Financier details in Purchase In this article, you'll learn how to record financier details within a purchase in Jules. Step 1: Start by creating a purchase. Click on the Add a Purchase button.Few readers
I can create trucks or containers associated to a purchase
Adding Trucks and Containers associated to a Purchase This tutorial explains the process of creating trucks and containers associated with a purchase in Jules. Begin on the Trucks and Containers page. Step 1: Click on Add Containers. Step 2: Choose betFew readers
I can Create & Renew Offers
Create & Renew Offers Creating an Offer Step 1: Navigate to the offers page in the purchases module. Step 2: Click on Add an offer. ![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/faba31be-58b0-43eb-a552-d390eb71e4d1/71b2f1e3-5d53Few readers
I can capture a purchase opportunity
Creating Purchase Opportunity This guide explains how to capture a purchase opportunity in Jules. Step 1: Access the 'purchase opportunity' tab on the purchase page Here, you'll see a list of all available opportunities along with their maturity. Step 2: To caFew readers
I can follow up purchase completion
Tracking Purchase Completion This tutorial provides a comprehensive guide on tracking a purchase's progress within Jules. It covers the use of filter options on the purchase page, understanding the allocation, booking, and loading status, and viewing the status in detail. Step 1: Navigate to the purchase page in Jules. Utilize the filter options to search for the desired purchase. ![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/9a00eFew readers
I can create back to back trade with multiple materials
Creation Date: September 8, 2023 Created By: Akhil Vanjani View most recent version # Jules.ai 1. Click on 'Add a material' 2. Fill iFew readers

Purchase

I can create a purchase

I can generate and send a purchase order

I can create a back-to-back trade

I can set purchase goals

I can renewa purchase

I can create a purchase with multiple materials

I can create a purchase for bulk order

I can record Financier details in Purchase

I can create trucks or containers associated to a purchase

I can Create & Renew Offers

I can capture a purchase opportunity

I can follow up purchase completion

I can create back to back trade with multiple materials

Sales

I can create a sale

I can renew Sale

I can create a sale [Mobile]

I can generate and send a sales order

I can create a Sale for Bulk Order

I can follow up sale completion

I can create trucks or containers associated to a sale

I can create a sale with multiple materials/commodities

Operations [Purchase & Sales]

I can update the Formula price || Price my containers

I can create containers or trucks with multiple materials

I can add loads or holds

I can edit and cancel a purchase or a sale

I can select the admin person in charge for a purchase or a sale

I can add, view, edit and delete a comment on opportunities

I Can Create Purchase and Sale with Bulk Material Upload via Excel or PDF

I can view associated orders

I can close purchases or sales

I can approve/reject (validate) purchases or sales

I can validate (approve/reject) orders from the mobile app

I can add new payment terms

I Can Create Loads from the Planning and Booking Page

I Can Duplicate Material for an Order

I can cancel and edit a purchase or a sale opportunity

Allocations

I can allocate a purchase and a sale from the allocation module

I can make an allocation from a purchase form

I can turn an allocation from "In progress" to "Finalized"

I can edit & cancel an allocation

I can allocate and re-allocate from the containers tab of Purchase

I can create "In progress" allocations

I can remove a truck or a container from an allocation

I can allocate Loads from the loads page towards a Sale/Warehouse

I can remove a load from allocation

I can update Purchase allocation for a load

I can view unallocated purchases

I Can Auto Allocate Loads / Holds During Creation