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.
Videos
Credit limits in sales orders
Creating credit limits for customers
Stand: JTL-Wawi Version 1.6.32.1
Your task/initial situation
You want to set a specific credit limit for a customer that they cannot exceed. You would like to receive a warning from JTL-Wawi if the customer does exceed the limit in a sales order.
Creating a credit limit
- Click on the Customers icon to go to the customer management in JTL-Wawi.
- Select the desired customer. Use the filter options in the Search for customer area to search for customers. Alternative: Create a new customer. Read more on the topic here.
- Open the Customer master data by double-clicking on the desired customer.
- In the Payments area, enter an amount in the Credit limit field.
- Confirm your selection by closing the customer master data by clicking Save.
If your customer now exceeds the value you specified in JTL-Wawi in their sales order, you will receive a notification. However, this notification does not prevent you from accepting and delivering the sales order regardless. The decision is yours to make.
Note: Currently, checking for credit limit is only possible for sales orders in JTL-Wawi and not for other platforms such as Amazon.
