# CoreX ERP Documentation > CoreX ERP user guide. Every task page states the screen name, menu path, application route, required permission, prerequisites, numbered steps and the result; the steps are also available as structured data in procedures.json. - Screen and field labels in the application are Turkish; each step gives the exact Turkish label in bold. - The application route is appended to the installation host: https:///erp/sales/quotations. - Screenshots come from a fictitious demo company. - procedures.json: https://erpdocs.corexlogic.com/en/procedures.json - llms-full.txt: https://erpdocs.corexlogic.com/en/llms-full.txt ## Processes - [Quotation to invoice](https://erpdocs.corexlogic.com/en/surecler/tekliften-faturaya.md): The steps of the sales process, from the sales quotation to the e-Invoice. - [Contract-based sales](https://erpdocs.corexlogic.com/en/surecler/sozlesmeli-satis.md): Sales contract, call-off orders and consumption of the contract — the price comes from the contract, and the target cannot be exceeded. - [Sales return](https://erpdocs.corexlogic.com/en/surecler/satis-iadesi.md): Goods coming back from the customer — return request, approval, receiving the return from the delivery into stock (warehouse, stock status, batch) and what follows. - [From requisition to goods receipt](https://erpdocs.corexlogic.com/en/surecler/talepten-mal-kabule.md): The steps of the procurement process, from the purchase requisition to the request for quotation, comparison, order, approval, partial goods receipt and return to supplier, with a sample scenario. - [Physical inventory count](https://erpdocs.corexlogic.com/en/surecler/stok-sayimi.md): The physical inventory process, from opening and freezing the count scope to count entry, posting the difference with a second signature, and the stock effect. - [Batch and serial number tracking](https://erpdocs.corexlogic.com/en/surecler/lot-ve-seri-izleme.md): End-to-end batch and serial number tracking, from a batch-managed goods receipt through quarantine and the quality decision, blocking and FEFO issue, to tracing the batch to the customer delivery. - [Order to production](https://erpdocs.corexlogic.com/en/surecler/siparisten-uretime.md): From the sales order of a configurable product to delivery — sales order, approval, Open Production Order, resolving the super BOM, sub-order, material consumption, confirmation, output and shipment. - [Make-to-stock production](https://erpdocs.corexlogic.com/en/surecler/stoga-uretim.md): From forecast to MRP, from planned order to production order, consumption, confirmation and output into finished goods stock — the end-to-end make-to-stock flow. - [Shipment planning](https://erpdocs.corexlogic.com/en/surecler/sevkiyat-planlama.md): From approved sales order to delivery — open delivery, picking, packing, shipment and carrier, goods issue, transit, proof of delivery and freight settlement. - [Approval workflow](https://erpdocs.corexlogic.com/en/surecler/onay-akisi.md): From approval template to decision — submitting a discounted sales quotation for approval, rejecting it, resubmitting it and approving it. - [New user and permissions](https://erpdocs.corexlogic.com/en/surecler/yeni-kullanici-ve-yetki.md): From opening an account for a new employee to closing the account of a departing employee — role design, user invitation, role assignment, first sign-in, permission check and deactivation. - [Setup with data import](https://erpdocs.corexlogic.com/en/surecler/veri-aktarimi-ile-kurulum.md): From an empty installation to a working company — the load order of the master data workbooks, Validate and Import for each workbook, expected results and post-setup checks. ## Administration ### Guides - [Settings and workflow](https://erpdocs.corexlogic.com/en/ayarlar.md): Approval process, alerts and notifications, email (SMTP) and e-Document (EDM integrator) settings — what they do and how they relate to each other. - [Approvals](https://erpdocs.corexlogic.com/en/ayarlar/onaylar.md): Approval templates (document type, condition, stage, decision rule, escalation), approval round, Awaiting My Approval, approval and rejection, delegation, document statuses and notifications. - [Alerts and notifications](https://erpdocs.corexlogic.com/en/ayarlar/bildirimler.md): Notification bell, scheduled alerts (threshold, recipient, channel), notification rules for document events (event, condition, recipient, channel), personal notification preferences and device notifications. - [Email settings (SMTP)](https://erpdocs.corexlogic.com/en/ayarlar/e-posta-smtp.md): The installation's SMTP server — server, connection security, port, credentials, sender; password, test email, where email is used, and the Send Queue. - [e-Document settings (EDM integrator)](https://erpdocs.corexlogic.com/en/ayarlar/e-belge.md): e-Invoice, e-Archive and e-Delivery Note integrator connection — environment, credentials, GİB labels, series, document switches, scheduling, status, go-live checklist and the lifecycle of outgoing/incoming documents. ### Tasks - [Create an approval template](https://erpdocs.corexlogic.com/en/ayarlar/islemler/onay-sablonu-olusturma.md): Define a conditional, multi-stage approval template for a document type — document type, amount or discount condition, approver role, decision rule and escalation. - [Make an approval decision](https://erpdocs.corexlogic.com/en/ayarlar/islemler/onay-karari-verme.md): Open a document awaiting your approval and approve it, or reject it with a reason. - [Define an approval delegation](https://erpdocs.corexlogic.com/en/ayarlar/islemler/onay-vekaleti-tanimlama.md): Define, with a date range, a delegate who votes on behalf of an approver during leave or absence. - [Enable an alert and set its threshold](https://erpdocs.corexlogic.com/en/ayarlar/islemler/uyari-acma.md): Enable a scheduled alert that starts disabled (e.g. Pending approval reminder), set its threshold in hours or days, and save. - [Create a notification rule](https://erpdocs.corexlogic.com/en/ayarlar/islemler/bildirim-kurali-olusturma.md): Define to whom, under which condition and through which channel a notification is sent on a document event (e.g. the goods issue of an outbound delivery). - [Choose a notification preference](https://erpdocs.corexlogic.com/en/ayarlar/islemler/bildirim-tercihi-secme.md): Choose the channel (application only, email, daily digest or off) for each notification type you receive. - [Define the email server (SMTP)](https://erpdocs.corexlogic.com/en/ayarlar/islemler/e-posta-sunucusu-tanimlama.md): Enter the installation's SMTP server, save the password separately and test it with a test email. - [Enable e-Document in the Test environment](https://erpdocs.corexlogic.com/en/ayarlar/islemler/e-belgeyi-etkinlestirme.md): Set up the EDM integrator connection in the Test environment — user name, password, connection test, labels and series, document switches and the main switch. ## baslarken ### Guides - [Get to know the interface](https://erpdocs.corexlogic.com/en/baslarken/arayuz.md): Common use of the CoreX ERP menu, screen tabs, list screens, table settings and document forms. ## Logistics ### Guides - [Logistics Management](https://erpdocs.corexlogic.com/en/lojistik.md): Logistics Management module — outbound and inbound deliveries, picking and packing, e-Delivery Note, transportation (shipments), carriers and tenders, freight, fleet. ### Tasks - [Define a carrier](https://erpdocs.corexlogic.com/en/lojistik/islemler/tasiyici-tanimlama.md): Add a carrier profile to the supplier card of a company from which transportation is purchased — operating license, priority. - [Define a vehicle](https://erpdocs.corexlogic.com/en/lojistik/islemler/arac-tanimlama.md): Define our own vehicle or a carrier's vehicle — license plate, type, ownership, capacity and documents with expiry dates. - [Define a driver](https://erpdocs.corexlogic.com/en/lojistik/islemler/surucu-tanimlama.md): Define our own driver or a carrier's driver — identity, driver's license and document expiry dates. - [Create a freight agreement](https://erpdocs.corexlogic.com/en/lojistik/islemler/navlun-anlasmasi-olusturma.md): Define the tiered freight tariff of a carrier (purchasing) or a customer (sales). - [Pick a delivery](https://erpdocs.corexlogic.com/en/lojistik/islemler/teslimat-toplama.md): Move the items of an open outbound delivery from the shelf to the shipping staging area with waves and picking tasks. - [Pack a delivery](https://erpdocs.corexlogic.com/en/lojistik/islemler/tasima-birimi-olusturma.md): Place the items of an open outbound delivery into handling units (carton, pallet, crate) and print labels. - [Create a transportation document](https://erpdocs.corexlogic.com/en/lojistik/islemler/tasima-belgesi-olusturma.md): Plan a shipment — executor (our own fleet or a carrier), planned departure, vehicle and driver, distance and deliveries. - [Create shipments with load planning](https://erpdocs.corexlogic.com/en/lojistik/islemler/yuk-planlama-ile-sefer-olusturma.md): Prepare a proposal that distributes deliveries without a shipment across the capacity of our own vehicles, and convert the loads into shipments. - [Select the carrier for a shipment](https://erpdocs.corexlogic.com/en/lojistik/islemler/tasiyici-secme.md): Rank carriers for a planned shipment by freight agreement, assign the carrier and calculate the freight. - [Open a carrier tender](https://erpdocs.corexlogic.com/en/lojistik/islemler/ihale-acma.md): Request bids from carriers for a planned shipment, enter the responses and decide on the winner. - [Dispatch a shipment](https://erpdocs.corexlogic.com/en/lojistik/islemler/seferi-yola-cikarma.md): Record the departure of a planned shipment — goods issue of the deliveries, vehicle/driver or carrier conditions. - [Record a shipment event](https://erpdocs.corexlogic.com/en/lojistik/islemler/sefer-olayi-kaydetme.md): Record loading, arrival, delivery, delay and issue events on a shipment; the delivery event carries the recipient's name. - [Complete a shipment](https://erpdocs.corexlogic.com/en/lojistik/islemler/seferi-tamamlama.md): Record the arrival of a shipment in transit and close the shipment; a carrier shipment becomes ready for freight settlement. - [Record proof of delivery](https://erpdocs.corexlogic.com/en/lojistik/islemler/alindi-teyidi-kaydetme.md): Record the delivery date, the recipient and the accepted quantity per item from the signed delivery note on the delivery; a reason for short acceptance. - [Create a freight settlement](https://erpdocs.corexlogic.com/en/lojistik/islemler/navlun-hesaplasmasi-olusturma.md): Collect the calculated freight of a carrier's completed shipments in a single document. - [Create a transport order](https://erpdocs.corexlogic.com/en/lojistik/islemler/nakliye-siparisi-olusturma.md): Create an order for a transportation service sold to a customer, approve it with the customer's tariff, link it to a shipment and complete it. - [Add a fleet record](https://erpdocs.corexlogic.com/en/lojistik/islemler/filo-kaydi-ekleme.md): Add an odometer reading, fuel purchase or expense record to one of our own vehicles. - [Create a delivery correction](https://erpdocs.corexlogic.com/en/lojistik/islemler/teslimat-duzeltmesi-olusturma.md): Reverse an incorrectly posted goods issue with a correction document — the stock returns to the original warehouse and storage location. - [Create an inbound delivery](https://erpdocs.corexlogic.com/en/lojistik/islemler/gelen-teslimat-olusturma.md): Record a supplier's shipping notification as an inbound delivery from a purchase order or an incoming e-Delivery Note. ### Screens - [Picking, packing and proof of delivery](https://erpdocs.corexlogic.com/en/lojistik/ekranlar/toplama-paketleme-teyit.md): In the outbound delivery details — picking status, handling units and their labels, the linked shipment and proof of delivery. - [Outgoing e-Delivery Notes](https://erpdocs.corexlogic.com/en/lojistik/ekranlar/giden-e-irsaliyeler.md): e-Delivery Notes issued from documents that move goods out of the building — draft, transport information, submission to the Turkish Revenue Administration (GİB) and statuses. - [Delivery corrections](https://erpdocs.corexlogic.com/en/lojistik/ekranlar/teslimat-duzeltmeleri.md): Reversal documents for an incorrect goods issue — list, creation and details; the document cannot be changed and records are not deleted. - [Delivery monitor](https://erpdocs.corexlogic.com/en/lojistik/ekranlar/teslimat-izleme.md): Monitor outbound deliveries stage by stage — awaiting goods issue, without a shipment, planned shipment, in transit, awaiting proof of delivery; reference check. - [Transportation documents (shipments)](https://erpdocs.corexlogic.com/en/lojistik/ekranlar/tasima-belgeleri.md): The plan, executor, deliveries, load and capacity, freight and events of a shipment — Planned, In Transit, Completed, Cancelled. - [Inbound deliveries](https://erpdocs.corexlogic.com/en/lojistik/ekranlar/gelen-teslimatlar.md): The notification of goods sent by a supplier — from a purchase order or an incoming e-Delivery Note; the goods receipt is posted from the delivery. - [Incoming e-Delivery Notes](https://erpdocs.corexlogic.com/en/lojistik/ekranlar/gelen-e-irsaliyeler.md): Suppliers' e-Delivery Notes — inbox, work lists, business partner matching and acceptance/rejection response. - [Load planning](https://erpdocs.corexlogic.com/en/lojistik/ekranlar/yuk-planlama.md): A proposal that distributes deliveries without a shipment across the capacity of our own vehicles; a load is converted into a shipment with one click. - [Carrier selection and tendering](https://erpdocs.corexlogic.com/en/lojistik/ekranlar/tasiyici-secimi-ve-ihale.md): Select a carrier for a planned shipment — ranking by tariff and assignment; a tender that collects bids from carriers, and the decision. - [Freight settlements](https://erpdocs.corexlogic.com/en/lojistik/ekranlar/navlun-hesaplasmalari.md): The freight of a carrier's completed shipments in a single document — creation, VAT, cancellation; the carrier's invoice is matched against it. - [Transport orders](https://erpdocs.corexlogic.com/en/lojistik/ekranlar/nakliye-siparisleri.md): The customer order of a company that sells transportation as a service — the charge comes from the customer's freight tariff, and the order is invoiced when completed. - [Vehicles and drivers](https://erpdocs.corexlogic.com/en/lojistik/ekranlar/araclar-ve-suruculer.md): Our own vehicles and carriers' vehicles, drivers — capacity, ownership, documents with expiry dates and their alerts. - [Fleet operations](https://erpdocs.corexlogic.com/en/lojistik/ekranlar/filo-isletimi.md): Odometer readings, fuel and expense records of our own vehicles — the source of the operating cost per vehicle. - [Carriers](https://erpdocs.corexlogic.com/en/lojistik/ekranlar/tasiyicilar.md): Companies from which we purchase transportation — the carrier profile of a supplier card: operating license, priority, vehicles and drivers. - [Freight agreements](https://erpdocs.corexlogic.com/en/lojistik/ekranlar/navlun-anlasmalari.md): A carrier's purchasing tariff or a customer's sales tariff — per shipment, km, kg, m³, pallet or stop, tiered, with a minimum charge. - [Logistics analytics](https://erpdocs.corexlogic.com/en/lojistik/ekranlar/analitik.md): Logistics reports — delivery summary, vehicle cost, on-time in-full (OTIF), freight cost and fleet utilization. ## General ### Guides - [Modules](https://erpdocs.corexlogic.com/en/moduller.md): CoreX ERP modules and their documentation — sales, purchasing, inventory, production, logistics, administration, settings and data import. ## Procurement ### Guides - [Procurement](https://erpdocs.corexlogic.com/en/satin-alma.md): The Procurement module — purchase requisitions, requests for quotation and comparison, purchase orders, goods and service receipts, returns to supplier, supplier prices and procurement reports. ### Tasks - [Create a purchase requisition](https://erpdocs.corexlogic.com/en/satin-alma/islemler/talep-olusturma.md): Record a material need as a purchase requisition and submit it to purchasing — item, quantity, need date. - [Approve a purchase requisition](https://erpdocs.corexlogic.com/en/satin-alma/islemler/talebi-onaylama.md): In an installation with an approval template, approve a purchase requisition pending approval or reject it with a reason. - [Create an order from a requisition](https://erpdocs.corexlogic.com/en/satin-alma/islemler/talepten-siparis-olusturma.md): Assign suppliers to submitted requisition lines on the Requisition Source Assignment screen and create a draft purchase order. - [Create a request for quotation](https://erpdocs.corexlogic.com/en/satin-alma/islemler/teklif-istegi-olusturma.md): Prepare and send a request for quotation to ask several suppliers about the items — from a requisition or manually. - [Enter, compare and decide on quotations](https://erpdocs.corexlogic.com/en/satin-alma/islemler/teklifleri-karsilastirma.md): Enter the prices received from suppliers in the request for quotation, compare them, select the winner with a reason and create a draft order. - [Create a purchase order](https://erpdocs.corexlogic.com/en/satin-alma/islemler/siparis-olusturma.md): Prepare a new purchase order for a supplier — supplier, delivery warehouse, items and price; the order is saved as a draft. - [Finalize and approve a purchase order](https://erpdocs.corexlogic.com/en/satin-alma/islemler/siparisi-kesinlestirme.md): Finalize a draft order; if an approval template matches, submit it for approval and, as the approver, approve or reject it. - [Send a purchase order to the supplier](https://erpdocs.corexlogic.com/en/satin-alma/islemler/siparisi-gonderme.md): Download the order PDF, print it, or send it to the supplier by e-mail with the PDF attached. - [Change a purchase order](https://erpdocs.corexlogic.com/en/satin-alma/islemler/siparisi-degistirme.md): Edit a draft order; the cancellation, closing and copying options when a finalized order needs to change. - [Close or cancel a purchase order](https://erpdocs.corexlogic.com/en/satin-alma/islemler/siparisi-kapatma-iptal.md): Give up the remainder of a partially received order (closing) or cancel an order that has not been received. - [Create a goods receipt](https://erpdocs.corexlogic.com/en/satin-alma/islemler/mal-kabulu-olusturma.md): Post goods received from the supplier against the order and receive them into stock — full or partial receipt, warehouse, storage location, batch/serial number and split allocation. - [Create a service receipt](https://erpdocs.corexlogic.com/en/satin-alma/islemler/hizmet-kabulu-olusturma.md): Record that a non-stock item on the order (freight, maintenance, consulting) has been received. - [Return goods to the supplier](https://erpdocs.corexlogic.com/en/satin-alma/islemler/tedarikciye-iade.md): Return received goods to the supplier — return request, approval and goods receipt reversal (reverse stock posting). - [Define a supplier price](https://erpdocs.corexlogic.com/en/satin-alma/islemler/tedarikci-fiyati-tanimlama.md): Define the item–supplier link, agreed price, lead time, minimum quantity and main supplier. ### Screens - [Purchase requisitions](https://erpdocs.corexlogic.com/en/satin-alma/ekranlar/satinalma-talepleri.md): Purchase requisition list, form and details — statuses, actions, approval, withdrawal, cancellation and source assignment from requisition to draft order. - [Requests for quotation](https://erpdocs.corexlogic.com/en/satin-alma/ekranlar/teklif-istekleri.md): Request for quotation list, form and details — invited suppliers, quotation entry, comparison, decision and the resulting draft order. - [Purchase orders](https://erpdocs.corexlogic.com/en/satin-alma/ekranlar/satinalma-siparisleri.md): Purchase order list, form and details — statuses, finalization, approval, goods receipt, closing, cancellation, output and rejection messages. - [Goods receipts](https://erpdocs.corexlogic.com/en/satin-alma/ekranlar/mal-kabulleri.md): Goods receipt list, Due for Receipt, goods receipt entry (full, partial, split allocation), inbound delivery, quality quarantine, stock effect and rejection messages. - [Service receipts](https://erpdocs.corexlogic.com/en/satin-alma/ekranlar/hizmet-kabulleri.md): Receipt of non-stock order items (freight, maintenance, consulting) — list, form, details and rules. - [Return management](https://erpdocs.corexlogic.com/en/satin-alma/ekranlar/iade-yonetimi.md): Return to supplier — return request and its approval, goods receipt reversal (return to supplier), service receipt reversal; statuses, stock effect and rules. - [Supplier prices and source list](https://erpdocs.corexlogic.com/en/satin-alma/ekranlar/tedarikci-fiyatlari.md): The item–supplier link (agreed price, lead time, minimum quantity, main supplier, block), price history, mandatory source list and quota arrangement. - [Outline agreements](https://erpdocs.corexlogic.com/en/satin-alma/ekranlar/cerceve-sozlesmeler.md): A periodic quantity, value or scheduling agreement with a supplier — types, statuses, release orders and rules. - [Suppliers](https://erpdocs.corexlogic.com/en/satin-alma/ekranlar/tedarikciler.md): Business partner cards with the supplier role — list, commercial terms and purchasing documents; supplier rules in purchasing documents. - [Subcontracting](https://erpdocs.corexlogic.com/en/satin-alma/ekranlar/fason.md): Subcontract purchasing — material shipment to and return from the subcontractor, stock at the subcontractor, component consumption at the subcontracting goods receipt. - [Procurement reports](https://erpdocs.corexlogic.com/en/satin-alma/ekranlar/analitik.md): Spend, open orders, quotation savings, supplier performance and supplier evaluation reports. ## Sales ### Guides - [Sales](https://erpdocs.corexlogic.com/en/satis.md): The Sales module — quotation, sales order, delivery, billing, returns and sales master data. ### Tasks - [Create a sales quotation](https://erpdocs.corexlogic.com/en/satis/islemler/teklif-olusturma.md): Prepare a new sales quotation for a customer — customer, validity, lines and price; the quotation is saved as a draft. - [Send a quotation](https://erpdocs.corexlogic.com/en/satis/islemler/teklifi-gonderme.md): Mark a draft sales quotation as sent and e-mail it to the customer; a quotation that has been sent is locked. - [Convert a quotation to a sales order](https://erpdocs.corexlogic.com/en/satis/islemler/teklifi-siparise-donusturme.md): Convert a sales quotation accepted by the customer into a sales order, fully or partially. - [Revise a quotation](https://erpdocs.corexlogic.com/en/satis/islemler/teklifi-revize-etme.md): Open a new draft revision with the same number to change a sales quotation that has been sent. - [Create a sales order](https://erpdocs.corexlogic.com/en/satis/islemler/siparis-olusturma.md): Enter a new sales order without a quotation — document type, customer, requested delivery date and lines. - [Approve a sales order](https://erpdocs.corexlogic.com/en/satis/islemler/siparisi-onaylama.md): Commercially approve a draft sales order; deliveries and production orders are created from the approved sales order. - [Create a delivery from a sales order](https://erpdocs.corexlogic.com/en/satis/islemler/teslimat-olusturma.md): Post the delivery and the goods issue for an approved sales order in a single step — warehouse, storage location, lot and serial number allocation. - [Create open deliveries](https://erpdocs.corexlogic.com/en/satis/islemler/acik-teslimat-olusturma.md): Collectively create open outbound deliveries from sales order lines that are due for delivery; the goods issue is posted later. - [Post a goods issue](https://erpdocs.corexlogic.com/en/satis/islemler/mal-cikisi-kaydetme.md): Post the goods issue for an open outbound delivery — storage location, stock status, lot and serial number allocation; stock is reduced in this step. - [Enter an invoice reference](https://erpdocs.corexlogic.com/en/satis/islemler/fatura-referansi-girme.md): Record the invoice number on deliveries whose invoice was issued outside CoreX (in an accounting program or the e-Invoice portal). - [Create an invoice from a delivery](https://erpdocs.corexlogic.com/en/satis/islemler/fatura-olusturma.md): In an installation with e-Document enabled, create an outgoing e-Invoice / e-Archive invoice from deliveries whose goods issue has been posted, finalize it and send it to the Turkish Revenue Administration (GİB). - [Complete a service (service confirmation)](https://erpdocs.corexlogic.com/en/satis/islemler/hizmeti-tamamlama.md): Enter the completed quantity for a service line of an approved sales order — the service confirmation is the source of the invoice; stock does not change. - [Create a sales contract](https://erpdocs.corexlogic.com/en/satis/islemler/sozlesme-olusturma.md): Save the item prices and targets agreed with the customer as a draft contract and put it into effect. - [Order from a contract (call-off order)](https://erpdocs.corexlogic.com/en/satis/islemler/sozlesmeden-siparis.md): Link a sales order line to a sales contract in effect — the price comes from the contract and the target cannot be exceeded. - [Create a return request](https://erpdocs.corexlogic.com/en/satis/islemler/iade-talebi-acma.md): Create a return request from a delivery with a posted goods issue, for the quantity and reason agreed with the customer before the goods come back. - [Approve or reject a return request](https://erpdocs.corexlogic.com/en/satis/islemler/iade-talebini-onaylama.md): Decide on a return request awaiting approval — approve or reject with a reason; close an approved request. - [Receive a return against a delivery](https://erpdocs.corexlogic.com/en/satis/islemler/iade-alma.md): Record goods returned by the customer after shipment — warehouse, storage location, stock status, batch and serial number; stock increases at the same time. - [Receive a return without a delivery](https://erpdocs.corexlogic.com/en/satis/islemler/teslimatsiz-iade.md): Record a return that has no delivery in the system — the customer and items are selected manually, a price is proposed, and if no cost is entered it is assumed from the average. - [Create a rebate agreement](https://erpdocs.corexlogic.com/en/satis/islemler/prim-anlasmasi-olusturma.md): Define a period-end sales volume rebate for a customer — basis, period, rate tiers and item scope. - [Settle a rebate](https://erpdocs.corexlogic.com/en/satis/islemler/prim-hesaplasma.md): Turn an accrued rebate into a credit memo request with a partial or final settlement. - [Create a campaign](https://erpdocs.corexlogic.com/en/satis/islemler/kampanya-olusturma.md): Define a campaign price or a discount off the price list for a period — code, period, scope and items. ### Screens - [Sales quotations](https://erpdocs.corexlogic.com/en/satis/ekranlar/satis-teklifleri.md): Prepare, send, revise and convert sales quotations into sales orders. - [Sales orders](https://erpdocs.corexlogic.com/en/satis/ekranlar/satis-siparisleri.md): Create and approve sales orders and transfer them to delivery and production; availability and backorders. - [Delivery and goods issue](https://erpdocs.corexlogic.com/en/satis/ekranlar/teslimat.md): Create deliveries from approved sales orders, post goods issues, delivery notes, packing and proof of delivery. - [Billing](https://erpdocs.corexlogic.com/en/satis/ekranlar/faturalama.md): Create invoices from unbilled deliveries, finalize them and send them to the Turkish Revenue Administration (GİB). - [Price lists](https://erpdocs.corexlogic.com/en/satis/ekranlar/fiyat-listeleri.md): Price lists, period and quantity prices, characteristic surcharges, special prices, group discounts and the price determination order. - [Customers](https://erpdocs.corexlogic.com/en/satis/ekranlar/musteriler.md): The customer master record — general data, addresses, contact persons, commercial terms, price list, credit and balance. - [Service confirmations](https://erpdocs.corexlogic.com/en/satis/ekranlar/hizmet-teyitleri.md): Fulfilment of the service and third-party lines of a sales order — confirmation list, details, cancellation and draft invoice. - [Sales contracts](https://erpdocs.corexlogic.com/en/satis/ekranlar/satis-sozlesmeleri.md): Item prices and a target agreed with a customer for a period — quantity or value contract, call-off orders and remaining quantity. - [Return requests](https://erpdocs.corexlogic.com/en/satis/ekranlar/iade-talepleri.md): Agree on quantity and reason with the customer before the goods come back — request, approval or rejection, return from the request and closure. - [Sales returns](https://erpdocs.corexlogic.com/en/satis/ekranlar/satis-iadeleri.md): Receiving goods returned by the customer into stock — return from a delivery, return without a delivery, warehouse, stock status, batch/serial number and reversal. - [Rebate agreements](https://erpdocs.corexlogic.com/en/satis/ekranlar/prim-anlasmalari.md): End-of-period sales volume or quantity rebate with a customer — scales, scope, accrual to date and settlement. - [Rebate settlements](https://erpdocs.corexlogic.com/en/satis/ekranlar/prim-hesaplasmalari.md): The settlements of a rebate agreement — each one a credit memo request to the customer; partial and final settlement, PDF and cancellation. - [Campaigns](https://erpdocs.corexlogic.com/en/satis/ekranlar/kampanyalar.md): A campaign price or a discount on the list price for a period — customer and channel scope, minimum quantity threshold, price proposal on the sales order. - [Condition records](https://erpdocs.corexlogic.com/en/satis/ekranlar/kondisyon-kayitlari.md): Condition type × key → rate or amount — automatic determination of item discounts, freight and surcharges. - [Sales reports (Analytics)](https://erpdocs.corexlogic.com/en/satis/ekranlar/satis-raporlari.md): Sales by customer, product and sales rep, quotation win/loss, gross profit and open sales orders — what they show, filters, how to read them. ## Inventory ### Guides - [Inventory Management](https://erpdocs.corexlogic.com/en/stok.md): The Inventory Management module — product master data, warehouses and storage locations, goods movements, stock balance, batches and serial numbers, physical inventory, quality and inventory reports. ### Tasks - [Create a product card](https://erpdocs.corexlogic.com/en/stok/islemler/urun-karti-olusturma.md): Create a new product card — description, code, product type, usage, base unit, tracking type, quality control and minimum/maximum stock. - [Define units and barcodes](https://erpdocs.corexlogic.com/en/stok/islemler/birim-ve-barkod-tanimlama.md): Add a unit conversion (carton, box) to a product card and define a product barcode or generate an in-house barcode. - [Post a goods receipt](https://erpdocs.corexlogic.com/en/stok/islemler/mal-girisi-yapma.md): Goods receipt without a reference document — post a receipt to the stock ledger with product, warehouse, storage location, stock status, quantity and lot (expiry date) or serial number. - [Post a goods issue](https://erpdocs.corexlogic.com/en/stok/islemler/mal-cikisi-yapma.md): Goods issue without a reference document — reduce stock by selecting the source warehouse, stock status, and a FEFO lot or serial number. - [Post a stock transfer](https://erpdocs.corexlogic.com/en/stok/islemler/stok-transferi-yapma.md): One-step transfer between warehouses or storage locations — the issue from the source and the receipt into the target in a single transaction. - [Change the stock status](https://erpdocs.corexlogic.com/en/stok/islemler/stok-durumu-degistirme.md): Change the segment of stock in the same warehouse and storage location — e.g. move new stock to Second-Hand. - [Create and withdraw a reservation](https://erpdocs.corexlogic.com/en/stok/islemler/rezervasyon-olusturma.md): Announce in advance the material to be withdrawn from the warehouse with its requirement date, and post a goods issue or transfer from the reservation. - [Create and ship a transfer order](https://erpdocs.corexlogic.com/en/stok/islemler/transfer-siparisi-olusturma.md): Two-step transfer between warehouses — order, shipment (stock in transit) and arrival. - [Open a physical inventory count](https://erpdocs.corexlogic.com/en/stok/islemler/stok-sayimi-acma.md): Select the count scope by warehouse, storage location, category and ABC class and start the count — the scope is frozen. - [Enter physical inventory counts](https://erpdocs.corexlogic.com/en/stok/islemler/sayim-girisi-yapma.md): Enter counted quantities in an open physical inventory count, add found products, count serial numbers and complete the count. - [Post the physical inventory difference](https://erpdocs.corexlogic.com/en/stok/islemler/sayim-farkini-kaydetme.md): Post the difference of a completed physical inventory count to the ledger with a second signature, send it for recount if needed, or cancel the count. - [Change the status of a lot](https://erpdocs.corexlogic.com/en/stok/islemler/lot-durumu-degistirme.md): Block a lot to stop its use in goods issues and transfers, or release the block and set it to Active. - [Make a quality decision](https://erpdocs.corexlogic.com/en/stok/islemler/kalite-karari-verme.md): Release or reject goods in quarantine after inspection — partial decision, reason and second signature. - [Trace a lot or serial number](https://erpdocs.corexlogic.com/en/stok/islemler/lot-izleme.md): Trace where a lot or serial number went (customers) or where it came from (suppliers, production orders). - [Post a stock adjustment](https://erpdocs.corexlogic.com/en/stok/islemler/stok-duzeltmesi-yapma.md): A stock increase or decrease document with a reason code that aligns the recorded quantity with physical reality; scrap documents and reversal. ### Screens - [Product master data](https://erpdocs.corexlogic.com/en/stok/ekranlar/urun-ana-verileri.md): The product master record — list, new record dialog, detail tabs, units and barcodes, classification, variants, tracking type and warehouse data. - [Warehouses and plants](https://erpdocs.corexlogic.com/en/stok/ekranlar/depolar.md): Definitions of plants, warehouses and storage locations (bins) within a warehouse — mandatory storage location, putaway, warehouse managers. - [Inventory settings](https://erpdocs.corexlogic.com/en/stok/ekranlar/stok-tanimlari.md): Stock statuses, movement reasons, serial and batch number profiles, material statuses, product types and units of measure. - [Stock movements](https://erpdocs.corexlogic.com/en/stok/ekranlar/stok-hareketleri.md): The stock ledger, movement types, and the forms for goods receipt, goods issue, stock transfer and stock status change without a reference document. - [Reservations](https://erpdocs.corexlogic.com/en/stok/ekranlar/rezervasyonlar.md): Announcing in advance the material to be withdrawn from the warehouse on a given date — statuses, withdrawal, cancellation and closing the remainder. - [Transfer orders](https://erpdocs.corexlogic.com/en/stok/ekranlar/transfer-siparisleri.md): Two-step transfer between warehouses — at shipment the goods move to stock in transit, at arrival they are received into the target warehouse. - [Stock balance](https://erpdocs.corexlogic.com/en/stok/ekranlar/stok-bakiyesi.md): Current stock — on-hand, reserved and available quantities broken down by warehouse, storage location, stock status and batch; stock allocated to documents. - [Batches and serial number labels](https://erpdocs.corexlogic.com/en/stok/ekranlar/lotlar.md): Batch list and details, batch statuses (Active, Quarantine, Blocked, Expired, Depleted), expiry date, serial number labels. - [Physical inventory counts](https://erpdocs.corexlogic.com/en/stok/ekranlar/stok-sayimlari.md): Physical inventory — scope and freeze, count entry, blind count, difference posting with a second signature, recount, cancellation and periodic count. - [Inventory transactions](https://erpdocs.corexlogic.com/en/stok/ekranlar/stok-islemleri.md): Opening balance, stock adjustment and scrap document — document-based stock postings, movement reason, reversal and opening valuation. - [Quality management](https://erpdocs.corexlogic.com/en/stok/ekranlar/kalite-yonetimi.md): Quarantine queue, inspection lot, release and rejection decision, inspection plan, quality notification and defect codes. - [Special stocks](https://erpdocs.corexlogic.com/en/stok/ekranlar/ozel-stoklar.md): Stock whose ownership or location is tied to a business partner or a project — supplier consignment, consignment at customer and project stock. - [Warehouse execution](https://erpdocs.corexlogic.com/en/stok/ekranlar/depo-yurutme.md): Warehouse tasks (putaway, picking, internal warehouse movement), waves, warehouse monitor and the handheld terminal. - [Valuation](https://erpdocs.corexlogic.com/en/stok/ekranlar/degerleme.md): The value information shown on inventory screens — revaluation, opening valuation, material valuation and standard price. - [Inventory reports](https://erpdocs.corexlogic.com/en/stok/ekranlar/stok-raporlari.md): Stock status report, movement listing, batch/serial traceability, valuation, slow-moving stock, aging analysis, ABC analysis and inventory turnover. ## General ### Guides - [Process guides](https://erpdocs.corexlogic.com/en/surecler.md): End-to-end business processes — which screens are used, and in which order, with a real demo scenario. ## Manufacturing ### Guides - [Production](https://erpdocs.corexlogic.com/en/uretim.md): The Production module — bill of materials, routing, work center, configurable products and conditions, MRP and planned orders, production order, consumption, confirmation, output, capacity, kanban and analytics. - [Conditions and formulas](https://erpdocs.corexlogic.com/en/uretim/kosullar.md): The single BOM and single routing of a configurable product — line condition, expression-based selection condition, quantity formula, operation condition and duration formula, configuration precondition; the language, evaluation order, error messages and 25 verified examples. ### Tasks - [Create a work center](https://erpdocs.corexlogic.com/en/uretim/islemler/is-merkezi-olusturma.md): Define a new work center (line, workshop, workbench) — code, type, supply warehouse, person responsible and shift capacity. - [Create a routing](https://erpdocs.corexlogic.com/en/uretim/islemler/rota-olusturma.md): Create an operation plan (routing) or a master recipe for a produced card — work center, times, scrap; the first revision is created as a draft. - [Create a bill of materials](https://erpdocs.corexlogic.com/en/uretim/islemler/urun-agaci-olusturma.md): Create a bill of materials (recipe) for a produced card — base quantity, usage, material lines, scrap and backflush; draft revision 1 is opened. - [Open a BOM revision](https://erpdocs.corexlogic.com/en/uretim/islemler/urun-agaci-revizyonu-acma.md): Open a new draft revision to change a released bill of materials; the base quantity and lines are entered again. - [Release a BOM revision](https://erpdocs.corexlogic.com/en/uretim/islemler/urun-agacini-yayinlama.md): Release a draft BOM revision — valid from today or from the date of a change number; a released revision does not change. - [Define a production version](https://erpdocs.corexlogic.com/en/uretim/islemler/uretim-versiyonu-tanimlama.md): Use a production version to determine with which BOM alternative and routing, and for which lot size and date, a card is produced. - [Create an engineering change](https://erpdocs.corexlogic.com/en/uretim/islemler/muhendislik-degisikligi-olusturma.md): Open a change number to make BOM and routing revisions valid from a future date — directly or through an approved change request. - [Define a configuration characteristic](https://erpdocs.corexlogic.com/en/uretim/islemler/yapilandirma-ozelligi-tanimlama.md): Make an item configurable and add the characteristics to be asked in sales — type, mandatory setting, allowed values, range and default. - [Define a configuration precondition](https://erpdocs.corexlogic.com/en/uretim/islemler/on-kosul-tanimlama.md): Make a characteristic be asked only when another characteristic has a specific value — for example, Cabin Width and Length when the cabin is Custom Size. - [Add an object dependency (constraint and calculated characteristic)](https://erpdocs.corexlogic.com/en/uretim/islemler/nesne-bagimliligi-ekleme.md): On a configurable item, add a constraint that blocks a disallowed combination and a procedure that calculates the value of a characteristic with a formula. - [Define a rule on a BOM line](https://erpdocs.corexlogic.com/en/uretim/islemler/satir-kurali-tanimlama.md): In a super BOM, define in which configuration a material line is included (option condition, expression condition) and how its quantity is calculated (characteristic × factor, expression). - [Write an operation condition and time formula in a super routing](https://erpdocs.corexlogic.com/en/uretim/islemler/super-rota-kurali-yazma.md): In the routing of a configurable item, define in which configuration an operation is performed and how the setup, machine and labor times are calculated. - [Test a super BOM by configuring it](https://erpdocs.corexlogic.com/en/uretim/islemler/yapilandirarak-deneme.md): Enter values without saving and see which lines of the super BOM go into the order and in what quantity — the reason and calculation line by line. - [Run MRP](https://erpdocs.corexlogic.com/en/uretim/islemler/mrp-kosusu-yapma.md): Review the simulation list and run MRP — a draft purchase requisition and planned production orders are written. - [Convert a planned order into a production order](https://erpdocs.corexlogic.com/en/uretim/islemler/planli-emri-donusturme.md): Open a draft production order from an open planned order — a single order from the detail, several orders collectively from the list. - [Enter planned independent requirements (forecast)](https://erpdocs.corexlogic.com/en/uretim/islemler/planli-bagimsiz-ihtiyac-girme.md): Enter a sales forecast period by period for a planned card; the period's approved orders consume the forecast, and MRP plans the remainder. - [Dispatch an operation to capacity](https://erpdocs.corexlogic.com/en/uretim/islemler/kapasite-seviyelendirme.md): Dispatch a production order operation to another day (and workstation) in the Capacity Planning Table, or remove the dispatch. - [Create a kanban control cycle](https://erpdocs.corexlogic.com/en/uretim/islemler/kanban-kontrol-dongusu-olusturma.md): Set up a kanban cycle for an item × supply warehouse with the number of containers, container quantity and replenishment strategy, and use the containers on the board. - [Create a production order](https://erpdocs.corexlogic.com/en/uretim/islemler/uretim-emri-olusturma.md): Open a draft production order from a released BOM revision — plan source, planned quantity and work center. - [Open a production order from a sales order](https://erpdocs.corexlogic.com/en/uretim/islemler/siparisten-uretim-emri-acma.md): Use Open Production Order for an item of an approved sales order — the order is linked to the item, the configuration is carried over, and the output goes into stock allocated to that item. - [Open sub-orders (collective order)](https://erpdocs.corexlogic.com/en/uretim/islemler/alt-emir-onerisi.md): Open linked sub-orders with a single click for the make-to-order semi-finished requirements of a released parent order; semi-finished items expected from stock and the stock error. - [Release a production order](https://erpdocs.corexlogic.com/en/uretim/islemler/uretim-emrini-yayinlama.md): Release a draft production order — material requirements are frozen from the revision and operations from the routing; no stock movement and no reservation. - [Record material consumption](https://erpdocs.corexlogic.com/en/uretim/islemler/malzeme-sarfi-kaydetme.md): Post component consumption to a production order — warehouse, storage location, stock status, batch and serial number; stock is reduced immediately. Components flagged for backflush are deducted with the output. - [Enter an operation confirmation](https://erpdocs.corexlogic.com/en/uretim/islemler/operasyon-teyidi-girme.md): Record the yield and scrap quantity of an operation, the actual setup/machine/labor time and the employees; the final confirmation closes the operation. - [Record production output](https://erpdocs.corexlogic.com/en/uretim/islemler/uretim-ciktisi-kaydetme.md): Put the produced finished product into stock — warehouse, storage location, quantity, batch/serial number; backflush components are deducted at the same time, and on an order linked to a sales order the stock is allocated to the item. - [Complete and finally close a production order](https://erpdocs.corexlogic.com/en/uretim/islemler/uretim-emrini-kapatma.md): Close an order whose production is finished with Complete, lock it with Close Finally once corrections are done; cancel the order when necessary. - [Correct consumption and output](https://erpdocs.corexlogic.com/en/uretim/islemler/sarf-cikti-duzeltme.md): Reverse an incorrectly posted material consumption or production output with a correction document that states a reason; the original document does not change. - [Enter a repetitive manufacturing confirmation](https://erpdocs.corexlogic.com/en/uretim/islemler/seri-uretim-teyidi-girme.md): Confirm the quantity produced in order-less repetitive manufacturing — goods receipt of the finished product and backflush of the components in a single posting; open planned orders are reduced. ### Screens - [Production orders](https://erpdocs.corexlogic.com/en/uretim/ekranlar/uretim-emirleri.md): Production order list and order details — statuses, what can be done in each status, tabs, consumption/output/confirmation and stock effects. - [Production operations](https://erpdocs.corexlogic.com/en/uretim/ekranlar/uretim-operasyonlari.md): The shop floor's work list — operations of open orders without a final confirmation, per work center and machine; confirm from the row. - [Operation confirmations](https://erpdocs.corexlogic.com/en/uretim/ekranlar/operasyon-teyitleri.md): The list of operation confirmations and the Enter Operation Confirmation form — good quantity, scrap, rework, actual time, employees; cancelling a confirmation. - [Failed backflushes](https://erpdocs.corexlogic.com/en/uretim/ekranlar/hatali-geri-sarflar.md): The queue of components that could not be backflushed at output — causes, Retry and Close; an open record blocks completion of the order. - [Missing parts list](https://erpdocs.corexlogic.com/en/uretim/ekranlar/eksik-parca-listesi.md): Materials of released and in-production orders that cannot be covered from stock, in requirement date order, with expected supply. - [Downtime records](https://erpdocs.corexlogic.com/en/uretim/ekranlar/durus-kayitlari.md): Recording work center downtime — planned/unplanned reason, ongoing downtime, ending and cancelling; an input to OEE and capacity. - [Repetitive manufacturing](https://erpdocs.corexlogic.com/en/uretim/ekranlar/seri-uretim.md): Repetitive manufacturing without orders — Repetitive Manufacturing Confirmations, Enter Repetitive Manufacturing Confirmation and Product Cost Collectors; goods receipt and backflush in a single posting. - [Capacity planning](https://erpdocs.corexlogic.com/en/uretim/ekranlar/kapasite-planlama.md): Work center load and available time, dispatching an operation to a day, and a finite scheduling proposal based on capacity. - [Material requirements](https://erpdocs.corexlogic.com/en/uretim/ekranlar/malzeme-ihtiyaclari.md): Net requirements without a time axis and a min–max proposal — per item and per warehouse; covering a shortage with a requisition or a production order. - [Planned independent requirements](https://erpdocs.corexlogic.com/en/uretim/ekranlar/planli-bagimsiz-ihtiyaclar.md): Period-by-period sales forecast per item — consumption by orders, the remainder that goes into MRP and a statistical proposal from history. - [MRP run](https://erpdocs.corexlogic.com/en/uretim/ekranlar/mrp-kosusu.md): Time-phased net requirements, proposals and exceptions for planned items; the run, simulation, nightly job and requirement pegging. - [Planned orders](https://erpdocs.corexlogic.com/en/uretim/ekranlar/planli-emirler.md): MRP's production proposals and manually created planned orders — firming, changing, cancelling and converting to a production order. - [Kanban](https://erpdocs.corexlogic.com/en/uretim/ekranlar/kanban.md): Container-based replenishment of a continuously consumed product — control cycle, container statuses and the draft document opened by the empty signal. - [Update parent product prices](https://erpdocs.corexlogic.com/en/uretim/ekranlar/ust-urun-fiyatlari.md): Propose sales prices for produced products from their cost estimate with a profit margin and write the selected ones to a price list. - [Routings and master recipes](https://erpdocs.corexlogic.com/en/uretim/ekranlar/rotalar.md): Routing (operation plan) and master recipe list, the create form, revisions, draft and release, operation fields, external processing and production resources/tools. - [Production versions](https://erpdocs.corexlogic.com/en/uretim/ekranlar/uretim-versiyonlari.md): Define with which BOM alternative and which routing, in which lot size and on which dates an item is produced. - [Bills of materials](https://erpdocs.corexlogic.com/en/uretim/ekranlar/urun-agaclari.md): The bill of materials (recipe) list, BOM details, revisions, draft and release, validity, alternative BOMs, engineering and production usage. - [Multi-level bill of materials](https://erpdocs.corexlogic.com/en/uretim/ekranlar/cok-seviyeli-urun-agaci.md): Explode an item's BOM level by level, see the products the item goes into (where-used) and the material cost estimate. - [Engineering changes](https://erpdocs.corexlogic.com/en/uretim/ekranlar/muhendislik-degisiklikleri.md): Change number (revision release with a validity date) and approved change request — statuses, locking, approval and the effect on revisions. - [Work centers](https://erpdocs.corexlogic.com/en/uretim/ekranlar/is-merkezleri.md): The lines, workshops and machines where production takes place; type, hierarchy, supply warehouse, person responsible, capacity, individual capacity and activity rates. - [BOM component management](https://erpdocs.corexlogic.com/en/uretim/ekranlar/urun-agaci-bilesen-yonetimi.md): Replace a component, change its quantity, remove it or add it in all BOMs that use it in one step — a new revision in each BOM. - [BOM comparison](https://erpdocs.corexlogic.com/en/uretim/ekranlar/urun-agaci-karsilastirma.md): Compare the variant BOMs of a configurable product to work out for which values and in what quantity each component is used; propose a super BOM draft. - [Configurable products](https://erpdocs.corexlogic.com/en/uretim/ekranlar/yapilandirilabilir-urunler.md): The Configuration tab of the product master record — configuration characteristics, precondition, configuration profile and object dependencies (constraint, procedure, table). - [Production analytics](https://erpdocs.corexlogic.com/en/uretim/ekranlar/analitik.md): The eight production reports — order status, material consumption, work center load, output corrections, scrap, labor, OEE and production cost. ## General ### Guides - [Data Import](https://erpdocs.corexlogic.com/en/veri-aktarimi.md): Bulk import and export of data with Excel (.xlsx) workbooks — objects, load order, template, validate, import and result. ### Tasks - [Download the import template or existing records](https://erpdocs.corexlogic.com/en/veri-aktarimi/islemler/sablon-indirme.md): Download an import object's empty template (with sample rows) or its existing records as the same Excel workbook as the template. - [Validate the workbook](https://erpdocs.corexlogic.com/en/veri-aktarimi/islemler/kitabi-kontrol-etme.md): Validate a completed Excel workbook without changing any record — see whether each row will be created, updated, left unchanged or is invalid. - [Read the validation result and correct invalid rows](https://erpdocs.corexlogic.com/en/veri-aktarimi/islemler/sonucu-okuma.md): Read the counters, the sheet summary and the messages of invalid rows in the Validate result, and correct the workbook. - [Import the workbook](https://erpdocs.corexlogic.com/en/veri-aktarimi/islemler/kitabi-aktarma.md): Write an Excel workbook that has been validated without errors to the system — records are created or updated by code. ### Screens - [Users and Roles import](https://erpdocs.corexlogic.com/en/veri-aktarimi/kullanicilar-ve-roller.md): Create and update organization roles and users with a single Excel workbook — the first object loaded in a setup from scratch. - [Item Import](https://erpdocs.corexlogic.com/en/veri-aktarimi/urun-aktarimi.md): Create and update characteristics, categories, manufacturers, item master records, configuration, variants, units, barcodes, alternatives and classification with a single Excel workbook. - [Business Partner Import](https://erpdocs.corexlogic.com/en/veri-aktarimi/is-ortagi-aktarimi.md): Create and update customer and supplier records (identity, address, payment terms, delivery terms) with an Excel workbook containing the "İş Ortakları" sheet. - [Ship-to Addresses and Contact Persons import](https://erpdocs.corexlogic.com/en/veri-aktarimi/sevk-adresleri-ve-ilgili-kisiler.md): Create and update the ship-to addresses and contact persons of business partner records with an Excel workbook. - [Warehouses and Storage Locations import](https://erpdocs.corexlogic.com/en/veri-aktarimi/depolar-ve-lokasyonlar.md): Create and update warehouses and the storage locations (bins) within them with an Excel workbook — before the opening stock. - [Work Centers import](https://erpdocs.corexlogic.com/en/veri-aktarimi/is-merkezleri.md): Create and update production work centers and their individual capacities (machines) with an Excel workbook — before the routings. - [Bills of Materials import](https://erpdocs.corexlogic.com/en/veri-aktarimi/urun-agaclari.md): Create and update bills of materials (header, component lines, line conditions of a configurable item) with an Excel workbook. - [Routings import](https://erpdocs.corexlogic.com/en/veri-aktarimi/rotalar.md): Create and update routings and master recipes (operations, work centers, times) with an Excel workbook. - [Supplier Prices import](https://erpdocs.corexlogic.com/en/veri-aktarimi/tedarikci-fiyatlari.md): Create and update item × supplier records (supplier's item code, purchase price, minimum order, lead time, main supplier) with an Excel workbook. - [Price List Import](https://erpdocs.corexlogic.com/en/veri-aktarimi/fiyat-listesi-aktarimi.md): Import price lists, list prices, period/quantity prices, characteristic surcharges, bulk increases/reductions, customer lists, special prices and group discounts with a single workbook. - [Opening Stock import](https://erpdocs.corexlogic.com/en/veri-aktarimi/stok-acilisi.md): Import the inherited stock with warehouse, storage location, status, batch/serial number and unit cost as a one-time opening document. ## For AI agents ### Guides - [For AI agents](https://erpdocs.corexlogic.com/en/yapay-zeka.md): Connecting the CoreX ERP documentation to an AI agent — llms.txt, llms-full.txt, per-page Markdown and procedures.json. ## Administration ### Guides - [Administration](https://erpdocs.corexlogic.com/en/yonetim.md): Administration — users, roles and permissions, organization chart, module management and access monitoring. - [Permission model](https://erpdocs.corexlogic.com/en/yonetim/yetki-modeli.md): How access is determined in CoreX ERP — permission, action, role, unit role, additional permission, screen catalog, data restrictions, the effect of changes and rejection messages. - [Permission list](https://erpdocs.corexlogic.com/en/yonetim/izin-listesi.md): All CoreX ERP permission keys, module by module — their Turkish name, the menu screen they open and the role templates that include them. - [Role examples](https://erpdocs.corexlogic.com/en/yonetim/rol-ornekleri.md): The 26 predefined role templates and eight role recipes — sales representative, sales manager, purchasing specialist, warehouse supervisor, production planner, production operator, read-only auditor, system administrator — with their permission keys. - [Module management](https://erpdocs.corexlogic.com/en/yonetim/modul-yonetimi.md): Which modules and features are turned on in the installation — license scope, module and feature keys, dependencies, and the effect of turning them off on the menu, permissions and open work. ### Tasks - [Invite a user](https://erpdocs.corexlogic.com/en/yonetim/islemler/kullanici-davet-etme.md): Send a new employee an email invitation — the account is created and the user sets their own password through a link valid for 3 days. - [Create a user with a password](https://erpdocs.corexlogic.com/en/yonetim/islemler/kullanici-sifreyle-olusturma.md): Create a user with a password set by the administrator when email is not configured or the account is needed immediately; changing the password at first sign-in is mandatory. - [Create a role](https://erpdocs.corexlogic.com/en/yonetim/islemler/rol-olusturma.md): Create a new role — name, optional role template, permissions in the permissions tree and the screen catalog; the role is saved in a single step. - [Change a role's permissions](https://erpdocs.corexlogic.com/en/yonetim/islemler/rol-yetkilerini-duzenleme.md): Add permissions to or remove permissions from an existing role; locked permissions in a template role and narrowing by copying. The change applies immediately to everyone who holds the role. - [Assign a role to a user](https://erpdocs.corexlogic.com/en/yonetim/islemler/kullaniciya-rol-atama.md): Add a role to or remove a role from an existing user, change their organizational unit; the segregation of duties warning. - [Grant extra permissions](https://erpdocs.corexlogic.com/en/yonetim/islemler/ekstra-yetki-verme.md): Grant a user person-specific permissions beyond their role, or show all permitted screens in their menu. - [Assign an organizational restriction](https://erpdocs.corexlogic.com/en/yonetim/islemler/organizasyon-kisitlamasi-verme.md): Narrow a user's inventory and production work to selected warehouses and work centers. - [Assign a role to a unit](https://erpdocs.corexlogic.com/en/yonetim/islemler/birime-rol-verme.md): Assign a role to a unit in the organization chart — everyone attached to the unit automatically receives the role's permissions. - [Reset a password](https://erpdocs.corexlogic.com/en/yonetim/islemler/sifre-sifirlama.md): Reset a user's password — send a link valid for 30 minutes or set the password manually; users changing their own password. - [Unlock an account](https://erpdocs.corexlogic.com/en/yonetim/islemler/kilit-kaldirma.md): Unlock an account that was locked after repeated failed password attempts before the lock expires. - [Disable a user](https://erpdocs.corexlogic.com/en/yonetim/islemler/kullaniciyi-devre-disi-birakma.md): Close the account of an employee who has left — sign-in is blocked, the open session ends, the record and past documents remain; restore it if necessary. - [Turn a module or feature on or off](https://erpdocs.corexlogic.com/en/yonetim/islemler/modul-acma-kapatma.md): Turn a module or feature off or on in the installation — save it through the impact window. ### Screens - [Users](https://erpdocs.corexlogic.com/en/yonetim/ekranlar/kullanicilar.md): The Kullanıcılar (Users) screen — account list, filters, badges, the Actions menu and the New User, Edit User, Extra Permissions, Organizational Restriction and Password windows. - [Roles](https://erpdocs.corexlogic.com/en/yonetim/ekranlar/roller.md): The Roller (Roles) screen — role list, columns, the Actions menu and the Role Properties, Permissions and Screens tabs of the role window. - [Organization chart](https://erpdocs.corexlogic.com/en/yonetim/ekranlar/organizasyon-semasi.md): Organizasyon Şeması (Organization Chart) — company, department and team units, the users attached to units and the roles assigned to units. - [Monitoring screens](https://erpdocs.corexlogic.com/en/yonetim/ekranlar/izleme.md): The İşlem Kayıtları (Audit Log — the trail of record changes) and Erişim Günlüğü (Access Log — sign-in, failed sign-in, lock, sign-out) screens.