{"id":189319,"date":"2019-12-13T13:09:53","date_gmt":"2019-12-13T12:09:53","guid":{"rendered":"https:\/\/guide.jtl-software.com\/customers-2\/assigning-a-customer-to-a-receipt\/"},"modified":"2023-08-04T14:20:02","modified_gmt":"2023-08-04T12:20:02","slug":"assigning-a-customer-to-a-receipt","status":"publish","type":"page","link":"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/customers-2\/assigning-a-customer-to-a-receipt\/","title":{"rendered":"Assigning a customer to a receipt"},"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-pos\"><\/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-pos\" id=\"assigning-a-customer-to-a-receipt\">Assigning a customer to a receipt <span id='anchor-assigning-a-customer-to-a-receipt' data-href='#assigning-a-customer-to-a-receipt' 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\tA customer would like a receipt to be issued in their name.\t<\/div>\n<\/div>\n\t<p>Using <span class=\"highlight\">Assign to customer<\/span>, you can issue a receipt to a customer.<\/p>\n<h2 class=\"mb-1 d-flex align-items-center hl-pos\" id=\"advantages\">Advantages <span id='anchor-advantages' data-href='#advantages' class='far fa-link' data-anchor><\/span><\/h2><ul class=\"mb-5 list-reset ml-3 list-icons list-custom-square list-pos\">\n\t<li >\n\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\tThe receipt can be sent to the customer by email if the email address of the customer is saved in the customer master data.\t<\/li><li >\n\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\tYou can evaluate the customer\u2019s statistics in JTL-POS, like their net sales and the number of sales in relation to other customers, for example.\t<\/li><li >\n\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t<strong>JTL-POS ERPConnected:<\/strong> If JTL-POS is connected to JTL-Wawi, the order is assigned to the customer in JTL-Wawi and you can use all related functions in JTL-Wawi.\t<\/li><\/ul><h2 class=\"mb-5 d-flex align-items-center hl-pos\" id=\"assigning-a-customer-from-jtl-wawi\">Assigning a customer from JTL-Wawi <span id='anchor-assigning-a-customer-from-jtl-wawi' data-href='#assigning-a-customer-from-jtl-wawi' class='far fa-link' data-anchor><\/span><\/h2>\t<p>If you are using JTL-POS in ERPConnected mode, you can assign customers from JTL-Wawi to your receipts.<\/p>\n<ol start=\"1\" class=\"list-reset step mb-5 list-pos normal-step\">\n\t<li >\n\tTap the <span class=\"highlight\">Assign to customer<\/span> button in the upper part of the receipt. The <span class=\"highlight\">Manage customers<\/span> dialogue box opens, displaying all customers that are already in JTL-POS. The list also contains all customers marked as <span class=\"highlight\">Cash payers<\/span> in JTL-Wawi.<\/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\/assign-customer-to-receipt-jtl-pos.png\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/assign-customer-to-receipt-jtl-pos-1024x576.png\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/assign-customer-to-receipt-jtl-pos.png 1600w,https:\/\/guide.jtl-software.com\/uploads\/assign-customer-to-receipt-jtl-pos-1024x576.png 1024w,https:\/\/guide.jtl-software.com\/uploads\/assign-customer-to-receipt-jtl-pos-768x432.png 640w\" width=\"1024\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"576\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/assign-customer-to-receipt-jtl-pos.png&quot;,&quot;w&quot;:1200,&quot;h&quot;:675}\" class=\"border-defaultgray border-w-1 border border-xs 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=\"2\" class=\"list-reset step mb-5 list-pos normal-step\">\n\t<li >\n\tIf the customer has so far only existed in JTL-Wawi, they are not displayed in the customer database of JTL-POS on the left side of the window. Tap the <span class=\"highlight\">Search JTL-Wawi<\/span> button. The search view opens.<\/li><li class=\"media-single-line\">\n\tSearch for either the <span class=\"highlight\">name<\/span> of the customer or the <span class=\"highlight\">customer ID<\/span>.<\/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\/customer-search-in-wawi-jtl-pos-1.png\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/customer-search-in-wawi-jtl-pos-1-1024x577.png\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/customer-search-in-wawi-jtl-pos-1.png 1600w,https:\/\/guide.jtl-software.com\/uploads\/customer-search-in-wawi-jtl-pos-1-1024x577.png 1024w,https:\/\/guide.jtl-software.com\/uploads\/customer-search-in-wawi-jtl-pos-1-768x433.png 640w\" width=\"1024\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"577\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/customer-search-in-wawi-jtl-pos-1.png&quot;,&quot;w&quot;:2373,&quot;h&quot;:1337}\" class=\"border-defaultgray border-w-1 border border-xs 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<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-pos\"><\/span>\n\t\t\t<span class=\"media-content border-pos\">\n\t\n\t\t\t<span style=\"color: #336699;\"><strong>Info: <\/strong><\/span>The search searches the database using strings. You can also search for parts of a name or customer ID. All customers whose names or customer IDs contain the entered string are displayed.\t\t\t<\/span>\n\t\n\t<\/div>\n\n\n<ol start=\"4\" class=\"list-reset step mb-5 list-pos normal-step\">\n\t<li >\n\tWhen you have found the right customer in the search results, tap the <span class=\"highlight\">plus icon<\/span> next to their name. The customer is assigned to the receipt and simultaneously stored in the customer database of JTL-POS.<\/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\/add-customer-from-jtl-wawi-jtl-pos.jpg\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/add-customer-from-jtl-wawi-jtl-pos-1024x640.jpg\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/add-customer-from-jtl-wawi-jtl-pos.jpg 1600w,https:\/\/guide.jtl-software.com\/uploads\/add-customer-from-jtl-wawi-jtl-pos-1024x640.jpg 1024w,https:\/\/guide.jtl-software.com\/uploads\/add-customer-from-jtl-wawi-jtl-pos-768x480.jpg 640w\" width=\"1024\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"640\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/add-customer-from-jtl-wawi-jtl-pos.jpg&quot;,&quot;w&quot;:1200,&quot;h&quot;:750}\" class=\"border-defaultgray border-w-1 border border-xs 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=\"5\" class=\"list-reset step mb-5 list-pos normal-step\">\n\t<li >\n\tContinue with checkout. If an email address has been stored in the customer master data, you can also send the receipt to the customer by email during the checkout.<\/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\/customer-assigned-to-receipt-jtl-pos.jpg\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/customer-assigned-to-receipt-jtl-pos-1024x640.jpg\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/customer-assigned-to-receipt-jtl-pos.jpg 1600w,https:\/\/guide.jtl-software.com\/uploads\/customer-assigned-to-receipt-jtl-pos-1024x640.jpg 1024w,https:\/\/guide.jtl-software.com\/uploads\/customer-assigned-to-receipt-jtl-pos-768x480.jpg 640w\" width=\"1024\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"640\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/customer-assigned-to-receipt-jtl-pos.jpg&quot;,&quot;w&quot;:1200,&quot;h&quot;:750}\" class=\"border-defaultgray border-w-1 border border-xs 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<div class=\"media-object media-object-border d-flex align-items-top\">\n\t\n\t\t\t\t<span class=\"mt-1 mr-3 fa-stack flex-shrink-0 fa-1x columnsize-fa-2x\">\n\t\t<span class=\"far fa-circle fa-stack-2x text-pos\"><\/span>\n\t\n\t\t<span class=\"far fa-search-plus text-pos fa-stack-1x\"><\/span>\n\t\t\t<\/span>\n\t\t\t<span class=\"media-content border-pos\">\n\t\n\t\t\t<span style=\"color: #336699;\"><strong>Detail:<\/strong> <\/span>You can edit the template of the email used to send the receipt to the customer. Read more here: <span style=\"color: #336699;\"><a style=\"color: #336699;\" href=\"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/hardware\/setting-up-print-templates-for-receipts\/\">Setting up print templates<\/a><\/span>.\t\t\t<\/span>\n\t\n\t<\/div>\n\n\n<h2 class=\"mb-5 d-flex align-items-center hl-pos\" id=\"assigning-a-customer-from-jtl-pos\">Assigning a customer from JTL-POS <span id='anchor-assigning-a-customer-from-jtl-pos' data-href='#assigning-a-customer-from-jtl-pos' class='far fa-link' data-anchor><\/span><\/h2>\t<p>You can also assign any customers already in the JTL-POS database to receipts. It does not matter which operating mode of JTL-POS you are using.<\/p>\n<ol start=\"1\" class=\"list-reset step mb-5 list-pos normal-step\">\n\t<li >\n\tTap the <span class=\"highlight\">Assign to customer<\/span> button in the upper part of the receipt. The <span class=\"highlight\">Manage customers<\/span> dialogue box opens, displaying all customers that are already in JTL-POS.<\/li><li >\n\tFind the customer in the customer list. You can use the search function to search for the customer in the list or filter the list by selecting the customer group.<\/li><li >\n\tOnce you have found the customer, tap the <span class=\"highlight\">plus icon<\/span> next to the customer to add the customer to the receipt.<\/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\/add-customer-from-jtl-pos.jpg\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/add-customer-from-jtl-pos-1024x640.jpg\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/add-customer-from-jtl-pos.jpg 1600w,https:\/\/guide.jtl-software.com\/uploads\/add-customer-from-jtl-pos-1024x640.jpg 1024w,https:\/\/guide.jtl-software.com\/uploads\/add-customer-from-jtl-pos-768x480.jpg 640w\" width=\"1024\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"640\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/add-customer-from-jtl-pos.jpg&quot;,&quot;w&quot;:2560,&quot;h&quot;:1600}\" class=\"border-xs 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\t<p>The selected customer will be displayed on the receipt. To change the customer, tap <span class=\"highlight\">Assign to customer<\/span> again.<\/p>\n<ol start=\"4\" class=\"list-reset step mb-5 list-pos normal-step\">\n\t<li >\n\tContinue with checkout. If an email address has been stored in the customer master data, you can also send the receipt to the customer by email during the checkout (see above).<\/li><\/ol><div class=\"mt-5 d-print-none card\">\n\t\t\t<span class=\"fa-layers mx-auto mt--4 fa-fw fa-3x text-pos\">\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<p class=\"d-flex align-items-center hl-wawi h4\">Related topics<\/p>\n<ul class=\"list-reset list-icons list-custom-square list-pos\">\n\t\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/cash-register-operation\/adding-items-to-receipts\/\" title=\"Adding items to receipts\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tAdding items to receipts\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-pos\/cash-register-operation\/adding-unmaintained-items-to-receipts\/\" title=\"Adding unmaintained items to receipts\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tAdding unmaintained items to receipts\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-pos\/cash-register-operation\/carrying-out-returns-exchanges\/\" title=\"Carrying out returns\/exchanges\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tCarrying out returns\/exchanges\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-pos\/cash-register-operation\/general-checkout-procedure\/\" title=\"General checkout procedure\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tGeneral checkout procedure\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; 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