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.
Assigning customer groups
Your task/initial situation
Requirements/Restrictions
Assigning a customer group in JTL-Wawi
In JTL-Wawi, customer groups are managed separately for each platform. This means that you must assign a customer group to your customer for both JTL-Wawi and JTL-Shop, provided that the customer does not belong to the standard customer group.
- Click on the Customers icon to go to the customer management in JTL-Wawi.
- Double-click on the desired customer in the overview. The customer master data opens
- In the Internal data area, select the customer group to which you want to add the customer in the Customer group drop-down menu.
- Finally, click Save.
Assigning customer groups for JTL-Shop
A requirement for assigning a customer group in your online shops is that the customer has created a customer account in your JTL-Shop.
- Open the master data of the customer with a double click.
- Select the tab Online shop.
- Click on the pink cell of the customer group to activate the drop-down menu and select the desired customer group.
- Confirm your entries with Save.