Settings and workflow

This section describes the setup screens that determine whose approval a document goes through, who is notified of events, which server email is sent from, and how invoices are transmitted to the Turkish Revenue Administration (GİB). All of them are in the Yönetim (Administration) menu and are configured once per installation; in day-to-day work users see only their results (the approval button, the bell, email, the e-Invoice status).

Screens

Topic	Screen (menu path)	Purpose	Guide
Approval	Yönetim › Onay Süreci › Onay Şablonları (Administration › Approval Process › Approval Templates)	Which document is approved, under which condition, through which stages.	Approvals
Approval	Yönetim › Onay Süreci › Onayımı Bekleyenler (Administration › Approval Process › Awaiting My Approval)	Documents whose turn has come and that are waiting for your decision.	Approvals
Approval	Yönetim › Onay Süreci › Onay Vekaletleri (Administration › Approval Process › Approval Delegations)	A delegate votes on behalf of an approver who is absent.	Approvals
Notification	Yönetim › Özelleştirme › Genel › Uyarı ve Bildirim Yönetimi (Administration › Customization › General › Alert and Notification Management)	Scheduled alerts (due date, delay, minimum stock) and notification rules for document events.	Notifications
Notification	Top bar › Bildirimler (Notifications, the bell) · Profile › Bildirim Tercihleri (Notification Preferences)	A person's notifications and channel preference.	Notifications
Email	Yönetim › Özelleştirme › Genel › E-posta Ayarları (Administration › Customization › General › Email Settings)	The installation's SMTP server: notification, invitation, password reset and document emails.	Email (SMTP)
Email	Yönetim › İzleme › Gönderim Kuyruğu (Administration › Monitoring › Send Queue)	Emails sent in the background, errors and retries.	Email (SMTP)
e-Document	Yönetim › Özelleştirme › Finans › e-Belge Ayarları (Administration › Customization › Finance › e-Document Settings)	e-Invoice, e-Archive and e-Delivery Note integrator (EDM) connection, series, scheduling, go-live.	e-Document
Data	Yönetim › Araçlar › Veri Aktarımı (Administration › Tools › Data Import)	Bulk master data import with Excel workbooks.	Data Import

User, role, permission and module management is described in the Yönetim (Administration) section.

How they connect

Document (quotation, order, requisition, journal entry)
   │  Send ──► Does an approval template match?
   │                ├─ no ──► the document proceeds directly
   │                └─ yes ─► "Onay Bekliyor" (Pending Approval) ──► notification to approver ("Onayınız bekleniyor")
   │                                  │                    │
   │                                  │                    └─► bell (always) + email (if SMTP and preference are on)
   │                                  ├─ final approval ─► document proceeds + "approved" notification to sender
   │                                  └─ rejection ──────► document returns to draft + notification with reason to sender
   │
   ├─ Document event (e.g. goods issue) ──► notification rule ──► recipients (bell, email)
   └─ Hourly alert run (due date, delay, pending approval) ──► the alert's recipients (bell, email)

Email:   E-posta Ayarları (SMTP) ──► Gönderim Kuyruğu ──► recipient   (no SMTP: bell only)
Invoice: Finalize ──► e-Belge Ayarları (EDM) ──► GİB / recipient

Recommended setup order

1. E-posta Ayarları (Email Settings) — SMTP first, for notification and invitation emails. Without SMTP everything works, only no email is sent: notifications appear in the application (in the bell).
2. Onay Şablonları (Approval Templates) — conditions and stages for the document types that require approval. Without a template, documents proceed without approval.
3. Uyarı ve Bildirim Yönetimi (Alert and Notification Management) — alerts start disabled; enable the ones that are useful to you and define event notifications with rules.
4. e-Belge Ayarları (e-Document Settings) — credentials, series and connection test in the Test environment; go live once the checklist is complete.

Guides

ApprovalsApproval template, stage, escalation, decision, delegation.NotificationsAlerts, notification rules, bell, preferences.Email (SMTP)Server settings, test, send queue.e-DocumentEDM integrator settings, go-live, document lifecycle.Approval flow (process)A discounted quotation going through approval, step by step.

Tasks

Create an approval templateDocument type, condition, stages.Make an approval decisionApprove, or reject with a reason.Define an approval delegationA delegate for leave and absence.Enable an alertEnable an alert and set its threshold.Create a notification ruleRecipients and channel of a document event.Choose a notification preferencePersonal channel: application, email, digest.Define the email serverSMTP, password, test email.Enable e-DocumentTest credentials, test, enable.