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.
Managing customers in JTL-Wawi
JTL-Wawi has an extensive customer management. Here you create your customers and manage all relevant customer master data. Online sellers receive most of their customer data through orders via their own online shop or via marketplaces such as Amazon or eBay. If you connect these platforms to JTL-Wawi, the data will be transmitted automatically.
How to
Customer master data
Sales
Communication
JTL-Wawi has an extensive customer management. In the Customers area, you can create customers manually and maintain all relevant master data, from the address to contacts to information on the tax ID and individual prices.
You can organise your customers into customer groups for prices, visibility and discounts as well as customer categories for statistical evaluations.
The customer overview offers you a wide range of search and filter options. Sales orders, sales quotations and invoice corrections can be created with just one click.
The lower part of the customer management, the customer master data, can be detached from the customer management and viewed as a separate dialogue box. As soon as you select a customer data set in JTL-Wawi, such as sales orders, invoices, etc., you will receive all important customer data in real time.
Configuration
Number ranges
View
JTL-Wawi already comes with the End customers and Merchants customer groups. However, it is also possible to create your own customer groups or to set individual discounts, print templates or visibility for the individual customer groups. With the customer categories, JTL-Wawi also offers another option for categorising customers, which is intended exclusively for statistical evaluations.
You can make minor adjustments to the view in the customer overview as well as in the customer master data, so that you have an overview of all the data that is important to you. You can specify which columns you want to see in which order in the customer overview and specify the order of the tabs in the customer master data.
Importing customer data
Exporting customer data
You are new to JTL-Wawi and have previously used a different system? Using the links above, we would like to show you how to import your customer data sets quickly and efficiently into JTL-Wawi.
If you are switching from another shop system to JTL-Shop, you will find help on the corresponding pages on data migration in the documentation of JTL-Shop.
Administration
Printing
Online shop
Custom overviews
You have been working with JTL-Wawi for some time and therefore already have an existing customer database and would like to find out more about further possibilities? In the additional topics tab, we have compiled various topics for you that may not necessarily come up when first starting to work with JTL-Wawi.
If you have connected a JTL-Shop or JTL-Connector to JTL-Wawi, the topics under “Online shop” might be particularly interesting to you. Additionally, you may want to read the documentation for these two products.
Detailed dialogue box structure and functions
Via the Customers icon in the icon bar you can reach the customer management. Here you can access the important information on your customers.
The Customer overview offers you extensive search and filter options that you can combine and even save as a template.
The lower part of the customer management, the Customer master data, can be detached from the customer management and thus become visible as a separate dialogue box, which can be displayed on a separate monitor. No matter where you are in JTL-Wawi, as soon as you click on a customer-related data set, such as a sales order, an invoice, a delivery note, etc., the customer data is updated in real time. You can immediately see which customer the data belongs to and see all the important information on your customer at a glance. With quick access, you can access all customer-related data sets from the customer master data.
In the Customer master data dialogue box, you can save the most important information on a customer, such as addresses, bank accounts, payment terms and much more. You can open the dialogue box via the customer overview in the customer management. Simply double-click on the desired entry. If you are in the customer master data, you can open the master data by clicking on the name of the customer.
Via the Customers menu you can reach further customer data-related settings and functions. You can create and manage customer groups and customer categories and check the account data stored in JTL-Wawi for each customer.
