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Transport orders

A transport order is a transportation service sold to a customer: loading and delivery location, cargo and dimensions. The charge is not entered manually; on approval, it is calculated from the customer's freight agreement of type Müşteri (satış) (Customer (sales)) and fixed. A completed order is invoiced with the service item. The document number is NKS-yyyy-nnnnnn.

Screen
Module
Logistics
Menu path
Lojistik Yönetimi › Taşıma › Nakliye Siparişleri · Nakliye Siparişi Oluştur (Logistics Management › Transportation › Transport Orders · Create Transport Order)
Screen route
/erp/logistics/forwarding-orders
Required permission
erp-logistics-forwarding-orders.view (görme) · .create (oluşturma) · .edit (düzenleme, onay, sefere bağlama, tamamlama, iptal)
erp-invoicing-invoices.create (Fatura Oluştur)

Statuses and actions​

StatusMeaningActions
Taslak (Draft)Can be edited; the charge is previewed.Düzenle (Edit) · Onayla (Approve) (if the preview has no blocker) · İptal Et (Cancel)
Onaylandı (Approved)The charge is fixed.Sefere Bağla (Link to Shipment) / Seferi Değiştir (Change Shipment) · Tamamla (Complete) · İptal Et (Cancel)
Tamamlandı (Completed)The transportation has been performed.Fatura Oluştur (Create Invoice) (if not invoiced) · İptal Et (Cancel) (if not invoiced)
İptal Edildi (Cancelled)Cannot be undone.—

For an invoiced order, Faturalandı (Invoiced) appears next to its status; an invoiced order cannot be cancelled.

List​

Columns: Sipariş No (Order No.), Yükleme (Loading), Müşteri (Customer), Güzergâh (Route), Sefer (Shipment), Durum (Status), Genel Toplam (Grand Total). Filters: Ara (Search), Durum (Status), Yükleme (başlangıç) (Loading (from)) – Yükleme (bitiş) (Loading (to)).

Create / edit a transport order​

Create Forwarding Order
  1. 1Customer — search first
  2. 2Pickup and delivery place
  3. 3Cargo and measures — tariff basis
  4. 4Service item for the invoice
  5. 5Save — draft
SectionFields
Müşteri ve güzergâh (Customer and route)Müşteri ara (Search customer) (code or company name) and Müşteri (Customer) (required); Yükleme yeri (Loading location) and Teslim yeri (Delivery location) (required); Yükleme günü (Loading date) (required); İstenen teslim (Requested delivery).
Yük (Cargo)Yük tanımı (Cargo description) (required); Koli (Cartons), Palet (Pallets), Ağırlık (kg) (Weight (kg)), Hacim (m³) (Volume (m³)), Mesafe (km) (Distance (km)). An empty dimension means "unknown" — if the tariff has that basis, the order cannot be approved; it is not counted as zero.
Faturalama (Invoicing)Hizmet ürünü ara (Search service item) and Hizmet ürünü (Service item) (required — a sellable, non-stock card; the invoice line); Vergi oranı (Tax rate) (Varsayılan (Default) or the selected rate); Not (Note).

Kaydet (Save) saves the draft. Only a draft can be edited.

Details​

Draft forwarding order — charge preview
  1. 1Confirm — charge is fixed
  2. 2Edit — draft only
  3. 3Preview from the customer tariff

The details show Durum (Status), Müşteri (Customer), Yükleme günü (Loading date), İstenen teslim (Requested delivery), Yükleme yeri (Loading location), Teslim yeri (Delivery location), Sefer (Shipment), Tamamlanma (Completion), Yük (Cargo), Ölçüler (Dimensions), Hizmet ürünü (Service item), Vergi (Tax), Not (Note), Hazırlayan (Prepared By). On a draft, the Ücret (Charge) section shows "Önizleme — onayda sabitlenir · tarife …" (Preview — fixed on approval · tariff …) and the basis lines (Dayanak (Basis), Miktar (Quantity), Birim ücret (Unit rate), En az (Minimum), Tutar (Amount)); if the preview has a blocker, Onayla (Approve) is disabled and hovering over it shows the reason.

Confirmed forwarding order
  1. 1Status: Confirmed
  2. 2Link the executing trip
  3. 3Complete — becomes billable
  4. 4Charge fixed at confirmation
  • Sefere Bağla (Link to Shipment) — select the shipment (our own fleet or a carrier) that performs the transportation; the link does not change the charge. Bağı Kaldır (Remove Link) removes the link.
  • Tamamla (Complete) — enter the Tamamlanma günü (Completion date): "Taşıma yapıldı; sipariş faturalanabilir olur." (The transportation has been performed; the order becomes invoiceable.)
  • İptal Et (Cancel) — Gerekçe (Reason) is required: "İptal geri alınmaz. Faturalanmış sipariş iptal edilmez — önce faturayı kaldırın." (Cancellation cannot be undone. An invoiced order cannot be cancelled — remove the invoice first.)
  • Fatura Oluştur (Create Invoice) — enter the Fatura tarihi (Invoice date), then Taslak Oluştur (Create Draft): "Hizmet ürünü × 1, onayda sabitlenen ücretle giden fatura taslağı. Kesinleşme ve gönderim faturada." (A draft outgoing invoice with service item × 1 at the charge fixed on approval. Finalization and sending are done on the invoice.)