# Carrier selection and tendering

> Select a carrier for a planned shipment — ranking by tariff and assignment; a tender that collects bids from carriers, and the decision.

URL: https://erpdocs.corexlogic.com/en/lojistik/ekranlar/tasiyici-secimi-ve-ihale

The carrier for a planned shipment is selected in one of two ways:

1. **Rule-based ranking** — the **Taşıyıcı Seç** (Select Carrier) window in the shipment details ranks the active
   carriers by their freight agreements; **Ata** (Assign) writes the carrier to the shipment.
2. **Tender** — bids are requested from carriers, the responses are entered, and **Karar Ver** (Decide) assigns the
   shipment to the winner. The document number is **IHL-yyyy-nnnnnn**.

- **Type:** Screen
- **Module:** Logistics
- **Menu path:** Lojistik Yönetimi › Taşıma › Taşıyıcı Seçimi ve İhale (Logistics Management › Transportation › Carrier Selection and Tendering)
- **Screen route:** `/erp/logistics/transport-tenders`
- **Required permission:** `erp-logistics-transport-tenders.view (görme) · .create (ihale açma) · .edit (cevap girme, iptal)`, `erp-logistics-transports.edit (karar verme ve taşıyıcı atama — seferi değiştirir)`, `erp-logistics-freight-agreements.view (sefer detayındaki Taşıyıcı Seç)`

## Select Carrier window (shipment details)

![Select Carrier dialog — ranking by tariff](https://erpdocs.corexlogic.com/en/en/img/screens/lojistik/tasiyici-sec.png)
1. Ranking: cost or priority
2. Freight from the agreement
3. Assign — carrier is written to the trip
4. Tender with the selected carriers

It appears only on a shipment in **Planlandı** (Planned) status. The amount is calculated from the freight agreement
valid on the shipment's departure date, using the shipment's measurements; it is a suggestion, and the user makes the
assignment.

- **Sıralama** (Ranking): **Maliyet** (Cost) or **Öncelik** (Priority) (the priority on the carrier card; 1 is the
  highest priority).
- Columns: **İhaleye davet** (Invite to tender) (check box), **Sıra** (Rank), **Taşıyıcı** (Carrier) (the contact's
  e-mail), **Öncelik** (Priority), **Anlaşma** (Agreement), **Navlun** (Freight), **Not** (Note) (e.g. *"Eksik ölçü:
  …"* (Missing measurement: …)) and **Ata** (Assign).
- **Ata** (Assign) writes the carrier to the shipment, and the shipment's freight is calculated (shown on the Navlun
  (Freight) card). The carrier's vehicle and driver are then selected with **Düzenle** (Edit).
- **İhaleye Çıkar (N)** (Put Out to Tender (N)) opens the tender window with the selected carriers (up to 20).
- If there is no active carrier, *"Etkin taşıyıcı yok — Ana Veriler › Taşıyıcılar'da tanımlayın."* (There is no active
  carrier — define one in Master Data › Carriers.) is displayed.

## Tender list

![Carrier Selection and Tendering list](https://erpdocs.corexlogic.com/en/en/img/screens/lojistik/ihale-listesi.png)
1. New tender
2. Response deadline
3. Quoted / invited
4. Awarded carrier

Columns: **İhale No** (Tender No.), **Sefer** (Shipment), **Cevap Son Tarihi** (Response Deadline), **Durum** (Status),
**Teklif / Davet** (Bids / Invitations), **Kazanan** (Winner). Filters: **Ara** (Search), **Durum** (Status). **İhale
Oluştur** (Create Tender) opens an empty tender window.

| Tender status | Meaning |
|---|---|
| **Açık** (Open) | Bids are being collected. If the response deadline has passed, **Son tarih geçti** (Deadline passed) appears next to it. |
| **Karar Verildi** (Decided) | The winner has been selected; the shipment has been assigned to the winner. |
| **İptal** (Cancelled) | The tender is closed; the shipment remains as it was. If the shipment is cancelled, its open tender is also cancelled. |

| Invitee status | Meaning |
|---|---|
| **Davet Edildi** (Invited) | A response is expected. |
| **Teklif Verdi** (Bid Submitted) | An amount has been entered; a decision can be made. |
| **Reddetti** (Declined) | The carrier did not submit a bid. |
| **Kazandı** (Won) · **Kaybetti** (Lost) | After the decision. |

## Put Out to Tender window

![Tender dialog](https://erpdocs.corexlogic.com/en/en/img/screens/lojistik/ihale-olustur.png)
1. Trip — planned only
2. Response deadline — in the future
3. Invited carriers
4. Open Tender

- **Sefer** (Shipment) (required) — planned shipments only.
- **Cevap Son Tarihi** (Response Deadline) (required) — must be in the future; the default is tomorrow at 17:00.
- **Not** (Note) — a note sent to the carrier (loading time, special terms); up to 500 characters.
- **Davetliler** (Invitees) (required) — added with **Taşıyıcı ekle** (Add carrier); an optional e-mail for each
  invitee.
- **E-posta** (E-mail) — if enabled, invitees with an e-mail address receive the shipment plan, cargo and destinations
  (no prices are included). Sending is done from a queue; SMTP must be configured. If no invitee has an e-mail
  address, the tender is opened without e-mail, and bids are taken by phone and entered.
- **İhaleyi Aç** (Open Tender) creates the tender and opens its details.

## Tender details

![Tender detail — quotes and award](https://erpdocs.corexlogic.com/en/en/img/screens/lojistik/ihale-detay.png)
1. Invitee status
2. Comparison amount from the agreement
3. Enter Response — quote or decline
4. Award — trip goes to the winner
5. Cancel the tender

At the top: **Durum** (Status), **Sefer** (Shipment), **Cevap Son Tarihi** (Response Deadline), **Açan** (Opened By),
**Not** (Note), **Kapanış** (Closing), **İptal Nedeni** (Cancellation Reason). The **Davetliler** (Invitees) table:
**Taşıyıcı** (Carrier) (priority), **Durum** (Status), **Teklif** (Bid), **Tarife** (Tariff) (the agreement's amount
for the same shipment — for comparison), **E-posta** (E-mail) (Gönderildi (Sent) · Kuyrukta (Queued) · Gönderilemedi
(Could not be sent) · Gönderilmedi (Not sent) · —), **Cevap** (Response) (time and note), **Eylemler** (Actions).

- **Cevap Gir** (Enter Response) — enters the carrier's bid (**Teklif** (Bid) amount and currency) or declination
  (**Reddetti** (Declined)); the decision is made separately.
- **Karar Ver** (Decide) — only for a carrier that has submitted a bid: *"İhale kapanır, öteki bekleyen teklifler
  kaybeder."* (The tender is closed; the other pending bids lose.) The shipment proceeds with the winning carrier, and
  its freight becomes the tender price; the shipment's own fleet resources are removed from the plan. If the freight is
  recalculated from the agreement, it replaces the tender price. If the shipment is no longer planned, *"Sefer artık
  planlı değil — karar verilemez."* (The shipment is no longer planned — no decision can be made.) is displayed.
- **İptal Et** (Cancel) (**İptal Nedeni** (Cancellation Reason) required) — *"İhale kapanır; sefer olduğu gibi kalır ve
  yeni ihale açılabilir."* (The tender is closed; the shipment remains as it is, and a new tender can be opened.)

## Related

- [Select the carrier for a shipment](https://erpdocs.corexlogic.com/en/lojistik/islemler/tasiyici-secme)
- [Open a carrier tender](https://erpdocs.corexlogic.com/en/lojistik/islemler/ihale-acma)
- [Freight agreements](https://erpdocs.corexlogic.com/en/lojistik/ekranlar/navlun-anlasmalari)
