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.
Assigning customer categories
Your task/initial situation
You would like to use the statistics feature and filters for your purposes and have therefore created customer categories in JTL-Wawi. You now want to assign these customer categories to your customers.
Requirements/Restrictions
Please note: Customer categories are for your own information only and do not affect prices or the display in the online shop, unlike customer groups.
Assigning a customer to a category
- Double-click on the customer master data of the desired customer.
- In the Internal data area, select the desired category in the Customer category drop-down menu.
- Confirm your entries with Save.
The customer is now assigned to the selected category and is now included in the corresponding statistics and filters.