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.
Getting started with JTL-Wawi
Once you have downloaded and installed JTL-Wawi, it makes sense to get to know the ERP system first. This documentation contains activities that we recommend to become acquainted with your new system.
Items/Product range
- Familiarise yourself with the JTL-Wawi item management. First create a category and an item. Later you can decide whether you want to manually create an item or, as an alternative, use JTL-DataTransfer to import an item list from your old system or your supplier.
Go to the Item management documentation: Managing items in JTL-Wawi.
Procurement/Suppliers
- Create a supplier for the item and have a look at the purchase list and the purchase orders.
Go to the Procurement documentation: Managing procurement with JTL-Wawi.
Customers
- Create a customer and get to know the customer administration. Later, customers will probably be created automatically when an order is made via an online shop or marketplace. You can also import an existing customer list with JTL-DataTransfer.
Go to the Customer administration documentation: Managing customers in JTL-Wawi.
Sales/Sales orders
- Familiarise yourself with sales quotations and sales orders in JTL-Wawi and create a manual order for a customer, in which you sell the item you have created earlier to this customer.
Go to the Sales documentation: Managing sales with JTL-Wawi.
Payments
- Create a payment for this sales order.
Go to the Payments documentation: Managing payments in JTL-Wawi
Shipments/Tracking
- Get to know the shipping options in JTL-Wawi and ship the sales order from your default warehouse.
Go to the Shipments documentation: Managing shipments with JTL-Wawi.
Returns
- Create a return for the sales order and post the item to your warehouse again.
Go to the Returns management documentation: Managing returns with JTL-Wawi.
What happens now?
You should now have a general overview of the most important areas in JTL-Wawi. You decide whether you want to gain deeper knowledge of the individual areas first or move on to connecting your shipping service providers via JTL-ShippingLabels, create a JTL-Shop or list your items on eBay or Amazon with JTL-eazyAuction.