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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.

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.

Contents

Creating categories

Your task/initial situation

You would like to start by creating your first items. The first step is to specify categories to which items can be assigned. You can design categories individually according to your range of products. For example, if you are selling sporting goods, you would create categories corresponding to the different types of sports.

Requirements/Restrictions

You have installed JTL-Wawi.

Creating categories

Please note: If you import items with JTL- DataTransfer, the categories will be created automatically (if they are specified in your source file).

Click on the Items icon to go to item management. In the left-hand pane called Categories, click on Create category. The dialogue box Creating a new category opens.

Please note: If you select Categories in the upper left-hand pane and then click on Create category, this always adds a first-level parent category. If you select a parent or child category and then click on Create category, this adds a child category to the selected category.

Enter a name for the category.
In the pane Visibility/Discounts, you can specify for which customer groups and on which platforms the category will be visible. The column Discount (%) allows you to enter an additional customer-group-specific discount. This discount is only applied if no other discount has been specified anywhere else.
In the pane Visibility/Discount, underneath the table, you can select if you want to apply the discount to all child categories and if you want to apply the discount to all items in child categories.
In the pane Online shops/JTL-POS, you can specify in which online shops a category will be visible. By default, the visibility of all new categories is deactivated for your online shops.
Using the tabs Descriptions and Category images, you can add more information to the category. Then click on Save. The category will now be displayed in the category overview.

Repeat these steps for all other categories and subcategories you may want to add.

The image below shows a sample category structure of a shop for sporting items:

In JTL-Shop, the categories are displayed as follows:

Editing categories

You can edit a category or child category by selecting them and clicking Category > Edit. The dialogue box with the respective category master data opens. Here you can make the desired changes. You can also open the category master data by double-clicking on the respective category.

Deleting categories

If you want to delete a category, select it and click Category > Delete. Please note that if you delete a category, all its contents, i.e., all child categories, items, child items, etc., will also be deleted. If you really want to delete the category, confirm the deletion by clicking OK in the next dialogue box.

Changing the allocation and order of categories

You can simply change the category allocation via drag & drop. To move a category, click on it and drag it to the desired new position.

Please note: You can only move one category at a time. If you want to change the sorting order of categories, you can use the sorting function in the category master data.

Moving to a different category

To assign a child category to a new parent category, simply drag it to the new category.

You can also drag it in between other child categories that belong to the same parent category.

Moving to a higher category level

You can also move a category to the next higher level. To do this, drag the category to the position underneath the next higher category.

Adjusting sorting orders

If no particular sorting is specified, categories are sorted in alphabetical order by default. To change the sorting order, do the following:

Double-click on a category to open the category master data.
Change the number in the field Sort number to the number of the desired position.

Hint: Ideally, you should proceed in increments of 10, i.e., you would assign the positions 0, 10, 20, etc. This allows you to easily insert categories on the higher levels.