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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

Performing inventories

Your task/initial situation

You have been using JTL-Wawi for some time. To make sure that the stocks stored in JTL-Wawi match the actual stocks, you want to perform an inventory.

Performing inventories

Requirements:

You can only carry out an inventory if no pick lists are open.

Open the Performing an inventory dialogue box via the Warehouses > Inventory menu.
Then follow the next steps.

Step 1: Printing inventory list

To be able to carry out your inventory optimally, you should print out an inventory list that contains the entire stocks of a warehouse.

To do this, first use the Warehouse drop-down menu to select the warehouse for which you want to print an inventory list.
Then click Print inventory list. The Print inventory list dialogue box opens.

Here you can select which elements should be included in your inventory list. Then click Print to print the list.

Advanced filters

You can also restrict the inventory list to specific areas of your product range.

In the Performing an inventory dialogue box, click Advanced filters.

The filters that are already being applied are highlighted in green. By default, no filter is active. This means that every item is taken into account during an inventory.

For example, use the buttons to add only certain categories, manufacturers, or product groups. Alternatively, if your items have consecutive numbers, you can also define a range.

Click Apply to apply the filters to the next inventory list.

Step 2: Entering actual stock

After you have performed the inventory using the inventory list, you can transfer your results to JTL-Wawi.

Enter the actual stock in the Actual stock column. You can search for specific SKUs via this filter.

SLED items

If you double-click in the Actual stock column of items with SLEDs, the Inventory details dialogue box opens. Here you can enter SLEDs to see which are in stock.

You can create more SLEDs by clicking Add.

Items with serial numbers

If you double-click in the Actual stock column of items with serial numbers, the Inventory details dialogue box opens. Here you can enter which serial numbers are in stock.

The Add or Remove buttons can be used to add or delete serial numbers. This changes the stock.

Step 3: Posting actual stocks

As soon as you have entered all actual stocks, you can post them.

Click Post inventory. Your items are now managed with the new stock.

Step 4: Print deviation list

By clicking Print deviation list, you can directly print the deviation list. Select the period in which the inventory was carried out. All deviation postings within this period will be printed. The inventory deviation list shows you which items have an increased or decreased stock compared to the previous inventory.