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.
Deleting customer categories
Your task/initial situation
You use customer categories in JTL-Wawi and do not need some of the categories anymore. You now want to remove these categories from JTL-Wawi.
Removing customer categories from JTL-Wawi
- In JTL-Wawi, open the Customer categories dialogue box via the menu Customers > Create: Customer categories.
- Select the customer category (multiple selection: ctrl + left mouse button) and click Delete. The customer category will be removed from the list.
- Click OK to close the dialogue box. Please note that this permanently deletes the category.
The deleted customer categories are removed from the customer’s master data. These customers are no longer assigned to a customer category.