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.
Blocking customers
Your task/initial situation
One of your customers has open payments that have not yet been paid. You would now like to block the customer, so that they can no longer place orders with you.
- Click on the Customers icon to go to the customer overview in JTL-Wawi.
- Open the customer master data by double-clicking on the desired customer in the overview.
- In the Internal data section, activate the option Blocked.
- Close the customer master data by clicking Save.
The customer remains visible in the database, but is marked as blocked. When creating sales quotations and sales orders, the message appears that the customer is blocked.
