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 01/09/2024, JTL will introduce 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 are automatically switched to the package configuration that best matches their current 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 in your edition as of 01/09/2024. You can change your package configuration in your JTL customer account. Find out more about the new editions and packages here. In our FAQ you will find frequently asked questions about our new product editions.
Creating reasons for cancellations and returns
Your task/initial situation
In the case of cancellations and returns, you want to record why they took place. To do this, you can create different cancellation and return reasons to select from during the cancellation or return process.
Please note: Depending on the industry and country, it may be legally necessary to have specific reasons for cancellations of items or entire orders. If necessary, find out exactly what regulations apply to you, and whether there are specific names for cancellation reasons that you are obligated to use.
Create reason for cancellation/return
- Open the menu and go to Settings > Reasons for cancellations/returns. The Manage reasons for cancellations/returns dialogue box opens.
- Tap the plus icon to create a new cancellation/return reason. The Manage reasons for cancellations/returns dialogue box opens.
- Enter a name and a description for the cancellation or return reason, and enable under Scope the options Cancelled and/or Returned. You can also enable both options, in which case the cancellation/return reason will apply in both areas.
Detail: You can find a more detailed description of the Manage cancellation/return reasons and Edit/create cancellation/return reason here: Managing reasons for cancellation.
- Click the green check symbol to close the dialogue box. The cancellation/return reason has now been created and will be available as an option at the register.
Please note: You can tell if it is a cancellation and/or return reason by the icons next to the designation. When a recycle bin symbol is visible, then the reason is related to a cancellation. When an arrow symbol is visible, then the reason is related to a return. When both icons are visible, then the reason is related to both a cancellation and a return.
Optional: If you want to remove a cancellation/return reason again, select and hold it down, and then confirm the prompt that follows by clicking Yes. The cancellation/return reason will then no longer be available for use at the register.
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