I can create a Customer and Site while recording a sale

Jules AI

  1. 1. Go to Jules AI

  2. 2. Click on "Add a sale" on the sales page

    Click on "Add a sale" on the sales page

  3. 3. Type the name of the new customer and click on "Add"

    Type the name of the new customer and click on "Add"

  4. 4. Fill in the details and click on "Next"

    You can add tax id details here

    Fill in the details and click on "Next"

  5. 5. Add address and bank details and click on "Save" and your customer is created

    Add address and bank details and click on "Save" and your customer is created

  6. 6. Type the name of the site and click "Add"

    Type the name of the site and click "Add"

  7. 7. Select market type, default currency, units, and more and click "Next"

    Select market type, default currency, units, and more and click "Next"

  8. 8. Fill in the details and click "Save" and your customer site is created

    Fill in the details and click "Save" and your customer site is created