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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.

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.

Contents

Creating customer groups

Your task/initial situation

By default, you would like to grant your regular customers a discount on your range of products. To group your regular customers, create a separate customer group and define the discount.

Prerequisites

You have already defined your own discounts in the Manage discounts dialogue box.

Note for users of JTL-POS ERPConnected

If you operate JTL-POS in ERPConnected mode, all customer groups that you have created in JTL-Wawi are automatically transferred to JTL-POS.
You can edit customer groups from JTL-Wawi in JTL-POS and assign them an additional discount, for example.
If you create a customer group in JTL-POS that does not exist in JTL-Wawi, the customer group will not be communicated to JTL-Wawi if you assign a customer in this customer group to a receipt. Instead, JTL-Wawi will assign the default customer group to this customer.
Therefore, we recommend that you only create customer groups in JTL-Wawi when operating in ERPConnected mode. Read more here: Creating customer groups in JTL-Wawi.

Creating a new customer group

Go to Settings > Customer groups to open the Manage customer groups dialogue box.

Tap on the Create button (plus icon). The Edit customer group dialogue box will open.
In the Name text field enter a meaningful name for your customer group, e.g. Regular customers.
Optional: If you want this customer group to be the default customer group, enable the Default option. Now, when you create a new customer, this customer group will already be preselected in their customer master data. This can be changed at any time.
Select the relevant discount from the drop-down menu. This discount is valid for the entire range of products and is granted to all members of this customer group.

Discounts can be created in the Manage discounts dialogue box.

Tap the ✓ button to save the settings.

The new customer group now appears in the overview and you can assign your regular customers to this customer group.