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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

Sending messages to suppliers

Your task/initial situation

You want to send a message to your supplier and want it to be saved automatically in the supplier master data.

Please note: You can send messages to suppliers via email and/or fax and also print them. Messages sent from the supplier master data and stored in the supplier master data can be viewed by other employees at any time.

Sending a message (email) without a text template

Click on the Procurement icon in JTL-Wawi.
In the category structure on the left, select Supplier. In the overview you can see all suppliers that you have saved in JTL-Wawi.
Select the desired supplier in the supplier overview or find it using the search and filter functions and select it.

Click Send message. The Sending messages dialogue box opens. The main contact stored in the supplier master data is already pre-filled.

Select No template from the Text template drop-down menu.
In the Output section, select Email and add another recipient in the CC field if you wish.

Option: If you want to print the message, activate the Print check box and select Supplier message from the drop-down menu.

In the Message section, write your email. Enter a subject and the message.

Option: Add an attachment to your email by clicking Add in the Attachments section and selecting the desired file from your directory.

Click Send.

The message has now been sent to your supplier. In the Supplier master data, go to the Messages tab to view the messages that have been sent.

Sending a message (email) with a text template

In JTL-Wawi, you can create standardized email templates for different purposes. For example, in the case of communication with a supplier, this could be a template for a reminder for backorders.

Requirements/Restrictions

You have already created templates for various purposes in the template management. Read more on the topic here.

Click on the Procurement icon in JTL-Wawi.
In the category structure on the left, select Supplier. In the overview you can see all suppliers that you have saved in JTL-Wawi.
Select the desired supplier in the supplier overview or find it using the search and filter functions and select it.

Click Send message. The Sending messages dialogue box opens. The main contact stored in the supplier master data is already pre-filled.
In the Output section, select Email and add another recipient in the CC field if you wish.

Optional: If you want to print the message, activate the Print check box and select Supplier message from the drop-down menu.

In the drop-down menu, select the text template you want to use. The text for message and subject is displayed.

Option: Add an attachment to your email by clicking Add in the Attachments section and selecting the desired file from your directory.

If necessary, edit the text and click Send.

The message has now been sent to your supplier. In the Supplier master data, go to the Messages tab to view the sent message.