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.
Adjusting global process settings
You can access the global process settings via the menu item Admin > Global settings. From there, switch to the Processes tab.
Sales orders/A/R invoices
Item description for print templates: This only applies to sales orders created in JTL-Wawi, like manual orders. For online shop and marketplace sales orders, you have to adjust the print templates (in the form editor) separately. Further reading: Templates). The item description specifies which print description is to be printed under the respective sales order line item or invoice line item. Under Description in the item master data, in addition to the short and long description of the item, short and long print descriptions can also be stored. With this option, you determine that the selected print description is also printed. Optionally, different selections can be made from sales order to sales order in the sales order form. In the sales order form, under the Description field, select either “none”, “brief description” or “description”.
Extra weight per sales order: You can use the additional weight function to add, for example, filler material or free line items to a sales order. This is added to the weight of the items present in the sales order.
Show processes from external cash register systems in JTL-Wawi: This setting applies to the POS system LS-POS from Luwosoft. This option does not indicate whether cash register sales are included in sales orders/invoice overviews or not.
Stock reservation
Here, you can choose between two options:
Save PDFs directly to invoice: By activating this option, the PDFs generated will be attached directly to the invoice.
Purchase orders
Enable A/P invoices: This option enables/disables the processing of A/P invoices in JTL-Wawi. Using the A/P invoices feature provides an overview of your paid or posted purchase orders. Activating A/P invoices will result in the average purchase price (Avg. PP) in the item master data in JTL-Wawi being calculated exclusively on the basis of A/P invoices. A/P invoices can also be used to calculate the average purchase price by taking into account additional costs, such as customs or shipping costs, as well. If this option is disabled, no A/P invoices can be created. For each goods receipt in JTL-Wawi, the average net PP will be calculated without an A/P invoice.
Purchase orders must be approved: This option is a rights setting. Do purchase orders have to be approved by the buyer after creating them? Or are purchase orders approved automatically after creation and can then be forwarded to the supplier? For the right to apply, the user must be granted the right under the General > Authorise purchase orders rights menu under the Admin > Users / Rights menu item.
Automatically calculate delivery times on the basis of goods receipts: The average delivery time will be calculated automatically on the basis of goods receipts in the system. Consider purchase orders of the last X days: Here, specify the time period for which purchase orders are to be considered.
Delivery notes
Include shipping labels in the order they are printed: If you activate this option, the labels will not be printed until the delivery note or invoice for the sales order has been printed. This prevents invoices from being printed for other labels and, therefore, confusion about which invoices belongs to which labels.
For successful verification of the VAT registration number, check the following data for accuracy
Here, you can choose between two test methods.
- VAT ID
- VAT ID + address data