{"id":154402,"date":"2023-02-28T07:55:22","date_gmt":"2023-02-28T06:55:22","guid":{"rendered":"https:\/\/guide.jtl-software.com\/assigning-customer-categories\/"},"modified":"2023-06-14T14:16:58","modified_gmt":"2023-06-14T12:16:58","slug":"assigning-customer-categories","status":"publish","type":"page","link":"https:\/\/guide.jtl-software.com\/en\/jtl-wawi\/customers\/assigning-customer-categories\/","title":{"rendered":"Assigning customer categories"},"content":{"rendered":"<div class=\"wpb-content-wrapper\">[vc_row][vc_column width=&#8221;1\/3&#8243; responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;order-md&#8220;: &#8220;1&#8220;, &#8220;col-lg&#8220;: &#8220;4&#8220;, &#8220;order-lg&#8220;: &#8220;12&#8220;}&#8221; advanced=&#8221;{&#8220;class&#8220;: &#8220;&#8220;, &#8220;hash&#8220;: &#8220;&#8220;}&#8221;]<div id=\"toc\">\n\t<div class=\"card border-0 bg-rysywhite mt-0 mt-lg-5 mb-5 w-100\" data-toc-element>\n\t\t<div class=\"d-none d-lg-flex flex-column\">\n\t\t\t<span class=\"fa-layers mx-auto mt--4 fa-fw fa-3x text-shaftblue\">\n\t\t\t\t<span class=\"fas fa-circle\"><\/span>\n\t\t\t\t<span class=\"fas fa-inverse fa-list-ul\" data-fa-transform=\"shrink-8\"><\/span>\n\t\t\t<\/span>\n\t\t\t<span class=\"font-weight-bold text-shaftblue text-center h5 mt-3 mb-0\">Contents<\/span>\n\t\t<\/div>\n\t\t<div class=\"d-block d-lg-none\">\n\t\t\t<a class=\"text-decoration-none card-header-link collapsed\" data-toggle=\"collapse\" href=\"#collapse-toc\" aria-expanded=\"false\" aria-controls=\"collapse-toc\">\n\t\t\t\t<div class=\"card-header d-flex bg-white align-items-center\" role=\"tab\" id=\"heading-toc\">\n\t\t\t\t\t<span class=\"h4 mb-0 d-flex align-items-center\">\n\t\t\t\t\t\t<span class=\"fa-layers fa-fw fa-2x mr-2 text-shaftblue\">\n\t\t\t\t\t\t\t<span class=\"fas fa-circle\"><\/span>\n\t\t\t\t\t\t\t<span class=\"fas fa-inverse fa-list-ul\" data-fa-transform=\"shrink-8\"><\/span>\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t<span>Contents<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<span class=\"flex-shrink-0 ml-auto fas fa-caret-down text-gray\"><\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div>\n\t\t<div id=\"collapse-toc\" class=\"collapse show\" data-parent=\"#toc\" role=\"tabpanel\" aria-labelledby=\"heading-toc\">\n\t\t\t<div class=\"card-body p-4 table-of-content\">\n\t\t\t\t<ul data-toc-headings=\"h2,h3\" data-toc class=\"list-wawi\"><\/ul>\n\t\t\t<\/div>\n\t    <\/div>\n\t<\/div>\n<\/div>[\/vc_column][vc_column responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;col-md&#8220;: &#8220;8&#8220;, &#8220;order-md&#8220;: &#8220;12&#8220;, &#8220;order-lg&#8220;: &#8220;1&#8220;}&#8221; width=&#8221;2\/3&#8243; advanced=&#8221;{&#8220;class&#8220;: &#8220;&#8220;, &#8220;hash&#8220;: &#8220;&#8220;}&#8221;]<h1 class=\"d-flex align-items-center hl-wawi\" id=\"assigning-customer-categories\">Assigning customer categories <span id='anchor-assigning-customer-categories' data-href='#assigning-customer-categories' class='far fa-link' data-anchor><\/span><\/h1><div class=\"custom-box\">\n\t<div class=\"d-flex align-items-center mb-4\">\n\t\t\t\t\t\t\t<span class=\"mr-3 fa-stack flex-shrink-0 fa-1x\">\n\t\t\t<span class=\"fas fa-circle fa-stack-2x text-shaftblue\"><\/span>\n\t\t\t\t\t<span class=\"flex-shrink-0 fas fa-clipboard-list text-white fa-stack-1x\"><\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\n\t\t\n\t\t<h3 class=\"mb-0 \" id=\"your-task-initial-situation\">Your task\/initial situation <span id='anchor-your-task-initial-situation' data-href='#your-task-initial-situation' class='far fa-link' data-anchor><\/span><\/h3>\t<\/div>\n\t<div class=\"box-content\">\n\t\tYou would like to use the statistics feature and filters for your purposes and have therefore created customer categories in JTL-Wawi. You now want to assign these customer categories to your customers.\t<\/div>\n<\/div>\n<h3 class=\"d-flex align-items-center hl-wawi\" id=\"requirements-restrictions\">Requirements\/Restrictions <span id='anchor-requirements-restrictions' data-href='#requirements-restrictions' class='far fa-link' data-anchor><\/span><\/h3><ul class=\"pb-3 list-reset ml-3 list-icons list-wawi\">\n\t<li >\n\t\t\t<span class=\"list-icon fas fa-check\"><\/span>\t\tYou have created at least one customer category in JTL-Wawi. Read more on the topic <span style=\"color: #f68b25;\"><a style=\"color: #f68b25;\" href=\"https:\/\/guide.jtl-software.com\/en\/creating-customer-categories-in-jtl-wawi\/\">here<\/a><\/span>.\t<\/li><\/ul><div class=\"media-object media-object-border d-flex align-items-top\">\n\t\n\t\t\n\t\t<span class=\"mt-1 mr-3 flex-shrink-0 far fa-info-circle fa-2x columnsize-fa-2x text-wawi\"><\/span>\n\t\t\t<span class=\"media-content border-wawi\">\n\t\n\t\t\t<strong>Please note:<\/strong> Customer categories are for your own information only and do not affect prices or the display in the online shop, unlike customer groups.\t\t\t<\/span>\n\t\n\t<\/div>\n\n\n<h2 class=\"d-flex align-items-center hl-wawi\" id=\"assigning-a-customer-to-a-category\">Assigning a customer to a category <span id='anchor-assigning-a-customer-to-a-category' data-href='#assigning-a-customer-to-a-category' class='far fa-link' data-anchor><\/span><\/h2><ol start=\"1\" class=\"list-reset step mb-5 list-wawi normal-step\">\n\t<li class=\"media-single-line\">\n\tDouble-click on the customer master data of the desired customer.<\/li><li >\n\tIn the <span class=\"highlight\">Internal data<\/span> area, select the desired category in the <span class=\"highlight\">Customer category<\/span> drop-down menu.<\/li><\/ol>\t\t\t\t\t\t<div data-gallery>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/uploads\/Kundenstammdaten-Kategorie-zuweisen-jtl-wawi.png\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/Kundenstammdaten-Kategorie-zuweisen-jtl-wawi.png\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/Kundenstammdaten-Kategorie-zuweisen-jtl-wawi.png 1600w,https:\/\/guide.jtl-software.com\/uploads\/Kundenstammdaten-Kategorie-zuweisen-jtl-wawi-1024x659.png 1024w,https:\/\/guide.jtl-software.com\/uploads\/Kundenstammdaten-Kategorie-zuweisen-jtl-wawi-768x494.png 640w\" width=\"1476\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"950\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/Kundenstammdaten-Kategorie-zuweisen-jtl-wawi.png&quot;,&quot;w&quot;:1476,&quot;h&quot;:950}\" class=\"border-defaultgray border-w-1 border img-fluid mb-5\">\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<ol start=\"3\" class=\"list-reset step mb-5 list-wawi normal-step\">\n\t<li class=\"media-single-line\">\n\tConfirm your entries with <span class=\"highlight\">Save<\/span>.<\/li><\/ol>\t<p>The customer is now assigned to the selected category and is now included in the corresponding statistics and filters.<\/p>\n<div class=\"mt-5 card\">\n\t\t\t<span class=\"fa-layers mx-auto mt--4 fa-fw fa-3x text-wawi\">\n\t\t\t<span class=\"fas fa-circle\"><\/span>\n\t\t\t<span data-fa-transform=\"shrink-8\" class=\"fas fa-link fa-inverse\"><\/span>\n\t\t<\/span>\n\t\t\t<div class=\"card-body p-4\">\n\t\t<h4 class=\"d-flex align-items-center hl-wawi\" id=\"related-topics\">Related topics <span id='anchor-related-topics' data-href='#related-topics' class='far fa-link' data-anchor><\/span><\/h4>\n<ul class=\"list-reset list-icons list-custom-square list-wawi\">\n\t\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-wawi\/customers\/creating-customer-categories-in-jtl-wawi\/\" title=\"Creating customer categories in JTL-Wawi\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tCreating customer categories in JTL-Wawi\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-wawi\/customers\/deleting-customer-categories\/\" title=\"Deleting customer categories\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tDeleting customer categories\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-wawi\/customers\/dialogue-box-customer-categories\/\" title=\"Dialogue box: Customer categories\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tDialogue box: Customer categories\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t<\/ul>\t<\/div>\n<\/div>[\/vc_column][\/vc_row]<\/div>","protected":false},"excerpt":{"rendered":"[vc_row][vc_column width=&#8221;1\/3&#8243; responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;order-md&#8220;: &#8220;1&#8220;, &#8220;col-lg&#8220;: &#8220;4&#8220;, &#8220;order-lg&#8220;: &#8220;12&#8220;}&#8221; advanced=&#8221;{&#8220;class&#8220;: &#8220;&#8220;, &#8220;hash&#8220;: &#8220;&#8220;}&#8221;][\/vc_column][vc_column responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;col-md&#8220;: &#8220;8&#8220;, &#8220;order-md&#8220;: &#8220;12&#8220;, <a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-wawi\/customers\/dialogue-box-customer-categories\/\">[&#8230;]<\/a>","protected":false},"author":5,"featured_media":0,"parent":158800,"menu_order":355,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"tags":[],"class_list":["post-154402","page","type-page","status-publish","hentry","pages_category-kundenkategorien-en"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Assigning customer categories &#8211; 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