Thank you for using the English version of the JTL-Guide!
We are currently still building up the English documentation; not all sections have been translated yet. Please note that there may still be German screenshots or links to German pages even on pages that have already been translated. This guide mostly addresses English speaking users in Germany.
We are currently still building up the English documentation; not all sections have been translated yet. Please note that there may still be German screenshots or links to German pages even on pages that have already been translated. This guide mostly addresses English speaking users in Germany.
Note: On 1 September 2024, JTL introduced new editions that bundle most of the previous individual services into different packages. In order for you to continue working as smoothly as possible, existing customers were automatically switched to the package configuration that best matched their existing contract. The individual packages differ in terms of limitations and/or range of functions. Therefore, some of the features described in the JTL-Guide may not be available to you as part of your booked JTL edition. You can change your package configuration in your JTL customer account. Find out more about the new editions and packages here. Check our FAQ for frequently asked questions about the product editions.
Adding items to purchase list
Your task/initial situation
You would like to add one or more items to the purchase list via different areas in JTL-Wawi, such as the item management and the purchase order proposal.
Requirements/Restrictions
Adding items to the purchase list via the item management
- Click on the Items icon to go to item management in JTL-Wawi.
- Select the desired items by holding down the Ctrl key and selecting the items.
- Right-click on one of the items. The context menu opens.
- In the context menu, select the option Add to purchase list. The Adding items to the purchase list dialogue box opens.
Additional info: To add a single item to the shopping list, right-click on the item and select the option Add to purchase list.
- In the Quantity field, enter the required purchase quantity for your items.
- Double-click on the items highlighted in blue to select a variation.
Additional info: Set the same quantity for several items at once: If you want to order several items in the same quantity, select the desired items. To do this, hold down the Ctrl key and click on the items. Enter the required quantity in the field below the list view and click Apply quantity to highlighted items.
- Confirm by clicking Apply to close the dialogue box.
The items have now been added to the purchase list, which you can view and edit in the Procurement area.
Adding items from the purchase order proposal to the purchase list
- Use the Procurement icon to open the purchase management in JTL-Wawi and click Purchase order proposals.
- Click Generate proposal.
- Then click Add to purchase list.
- Select either Only add selected items to purchase list or Add all items to purchase list.
The items have now been added to the purchase list from the purchase order proposal.
Shortage from sales order
For more information on this topic, click here:
Setting up the automatic workflow
You can automatically add items that are currently needed for sales orders and that have insufficient stock to the purchase list using JTL-Workflows. The following documentation explains how to set up a workflow for automatically adding items to the purchase list:
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