Core Features of Jules
Explore the main capabilities of Jules — from trade lifecycle management to margin analytics — that streamline commodity trading operations end to end.
Overview
Jules provides a comprehensive set of tools to manage the entire commodity trading lifecycle. You create and track operations, manage contracts and pricing, coordinate logistics, handle invoicing, and monitor margins — all from a single platform. These features help trading teams replace fragmented spreadsheets and email chains with structured, connected workflows.
Jules is designed for progressive adoption. Start with operations and contracts, then activate logistics, invoicing, and margin modules as your workflows require.
Key Features Overview
Trade Lifecycle
Manage operations from contract to cash settlement.
Contracts & Pricing
Define agreements with formula-based pricing and index tracking.
Logistics & Freight
Coordinate bookings, containers, shipments, and pre-carriage.
Invoicing & Billing
Generate invoices, track payments, and sync with your ERP.
Margin Analytics
Calculate profitability at container, operation, and portfolio level.
Collaboration
Assign tasks, track activities, and stay notified on every change.
Trade Lifecycle Management
Every trade in Jules is represented by an operation — the central entity that connects commercial terms, logistics, and financials. Operations follow a structured lifecycle with built-in approval workflows.
Create Operation
Create from a contract or directly. Define counterparty, qualities, quantities, and pricing.
Submit for Approval
Route the operation through your organization's approval chain with role-based permissions.
Load Containers
Add containers with weights, qualities, and loading details — or manage bulk stockpiles for local trades.
Book & Ship
Create freight bookings, assign shipping lines, and track shipments to destination.
Invoice & Settle
Generate invoices from container lines, reconcile payments, and close the trade.
Operations support two market modes: Export (international containerized shipments) and Local (domestic bulk deliveries). The mode determines which logistics flows and margin calculations apply.
Contracts and Pricing
Define commercial agreements that prefill operations automatically. Contracts capture counterparty terms, quality streams, price formulas, and delivery schedules — reducing manual data entry and ensuring consistency.
Set a fixed price per metric ton at contract creation. Ideal for spot deals and short-term agreements.
Link prices to market indices (LME, TSI, Platts) with premium/discount adjustments. Prices update automatically based on quotation periods.
Build custom formulas combining indices, fixed components, and percentage-based adjustments for complex pricing structures.
| Feature | Description | Use Case |
|---|---|---|
| Quality Streams | Multiple material grades per contract | Mixed-quality shipments |
| Price Suggestions | AI-assisted pricing from market data | Quick offer creation |
| Offers & Portal | Share commercial offers via external portal | Counterparty collaboration |
| Allocation Matching | Link purchase and sale operations | Back-to-back trade tracking |
Logistics and Freight
Coordinate the full logistics chain — from pre-carriage pickup to final port delivery — with integrated booking, container, and shipment management.
Invoicing and Billing
Generate invoices directly from operation data. Container weights, pricing, and terms flow automatically into invoice lines — eliminating manual calculations and reducing errors.
Invoice Types
Proforma, commercial, credit notes, debit notes — each with configurable templates and approval flows.
ERP Integration
Sync invoices, payments, and accounting data with your ERP system via webhooks and API.
Margin Analytics
Track profitability in real time across every level of your trading portfolio. Jules calculates margins automatically from operation data, freight costs, hedging positions, and unexpected costs.
Per-container P&L combining purchase price, sale price, freight, insurance, and hedging gains/losses.
Aggregated margin across all containers in an operation, including unexpected costs and budget variances.
Portfolio-level analytics with filters by period, counterparty, commodity, and market mode.
| Metric | Calculation | Visibility |
|---|---|---|
| Gross Margin | Sale revenue − Purchase cost | Per container |
| Net Margin | Gross − Freight − Insurance − Unexpected costs | Per operation |
| Hedging P&L | Hedging gain/loss allocated to containers | Per container |
| Budget Variance | Actual margin vs. planned budget | Per operation |
Margins update automatically as containers are loaded, invoiced, and paid — giving you a live view of profitability without manual reconciliation.
Collaboration and Notifications
Stay aligned with your team through tasks, activity logs, and event-driven notifications. Every change in Jules is tracked and can trigger alerts to the right people.
Tasks
Create and assign action items linked to operations, with due dates and status tracking.
Activity Feed
View a chronological log of all changes on any entity — who did what and when.
Notifications
Receive email and in-app alerts for approvals, status changes, and assigned tasks.
Document Generation
Generate professional PDFs for contracts, invoices, packing lists, and commercial documents directly from your trade data. Templates are configurable per organization.
Select Template
Choose from pre-configured document templates for your organization.
Auto-Fill Data
Operation, container, and pricing data populate the document automatically.
Review & Send
Preview the PDF, then share via email or the external portal.
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