JTL monthly report (net profit)
Evaluate the order items of your JTL-Wawi for a period with net sales, purchase price, platform fees, shipping and net profit
The Monthly Report (Net Profit) (Monats Report (Netto Gewinn)) evaluates the order items of your JTL-Wawi for a chosen period. For every item it shows the net sales price, the net purchase price of the standard supplier, the platform fees, the shipping costs and the resulting net profit. The data is read live from your JTL database.
Before you start
- Your company needs a JTL connection, see Connect JTL-Wawi.
- Your user needs the permission JTL WaWi › Monthly Report – ask your administrator.
- Platform fees and shipping costs are taken from your additional cost rules for JTL. Set them up under Company Settings › Additional costs settings (Firmen Einstellungen › Nebenkosten Einstellungen), see Additional costs. Without rules, the fee and shipping columns stay at zero.
Step by step
- In the top bar open JTL WaWi › Monthly Report (Net Profit) (JTL WaWi › Monats Report (Netto Gewinn)). The page is titled Daily Evaluation (Tägliche Auswertung). The current month up to today is preselected.
- Click the date field and choose the start and end date.
- Click Search orders (Bestellungen suchen).
- Optional: choose a JTL platform in the platform filter, or -- All -- (-- Alle --) for all platforms. The page reloads immediately.
Fields and options
The first header row shows the totals of the period: number of orders, number of items, net sales, net purchase price, platform fees, shipping and net profit.
Good to know / Troubleshooting
- Cancelled orders and items without a sales price are not counted.
- The report only reads from JTL. Nothing is changed.