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JTL-Wawi 1.6 credit limit
Add multiple positions per subscription
In JTL-Wawi 1.6. a credit limit for a particular customer is very simple in the latest version. How to store this in the customer profile and what is displayed to you when the limit is exceeded, you will learn in this JTL-Wawi 1.6 tutorial.
JTL-Wawi 1.6 Credit limit - How to determine it
In today’s episode we have the following Case. You want to define a certain credit limit for a certain customer, so that you will be informed when an order exceeds it. At the end, you can then decide whether to grant the order or to inform the customer and let him know that he is exceeding the limit. This is now quite simple in JTL-Wawi 1.6, how I explain that to you now. First of all, please note that you can contact our experts if you have any questions about JTL. All information about this and the possibility to make an appointment can be found on our JTL service partner page.
Setup in the Wawi
But now off to the Wawi. This time we need to go to the “Customers” section and choose a customer where we want to deposit a credit limit. As always, our regular customer Harry Hirsch will have to serve. So we go for its profile once in the detailed view by double-clicking. Here we see all the relevant data, as well as the new field for a credit limit. This we set once to 1000€ and save. In the lower section you can now create an order. For example, we pick out a monitor switch for 71.90€, which means we can easily sell him 12 pieces. If we save now, we will see that no problems or warnings will come up. However, if we now create another order on top, which then exceeds the credit limit, we will get a warning message. We are shown how high the credit limit is and by how much it has been exceeded. Now it is up to us to grant the order anyway or not.
JTL-Wawi 1.6 Feature
So in JTL-Wawi 1.6 you can impose a credit limit for each customer individually. If there are any questions, please ask us in the comments. For all other questions about JTL-Wawi or the other JTL software products, our experts are available as JTL service partners. Please feel free to make an appointment directly.
Haben Sie Fragen oder brauchen ein individuelles Angebot? Zögern Sie nicht, uns zu kontaktieren.
