Open a carrier tender
Module
Logistics
Menu path
Lojistik Yönetimi › Taşıma › Taşıyıcı Seçimi ve İhale (Logistics Management › Transportation › Carrier Selection and Tendering)
Screen route
/erp/logistics/transport-tendersRequired permission
erp-logistics-transport-tenders.createerp-logistics-transport-tenders.editerp-logistics-transports.editPrerequisites
- The shipment is in Planlandı (Planned) status; the shipment has no other open tender.
- The companies to be invited are defined as carriers.
Steps
- On the Lojistik Yönetimi › Taşıma › Taşıyıcı Seçimi ve İhale (Logistics Management › Transportation › Carrier Selection and Tendering) screen, click İhale Oluştur (Create Tender) (it can also be opened with İhaleye Çıkar (Put Out to Tender) from the Taşıyıcı Seç (Select Carrier) window in the shipment details).
Tender dialog - 1Trip — planned only
- 2Response deadline — in the future
- 3Invited carriers
- 4Open Tender
- Select the planned shipment in the Sefer (Shipment) field.
- Enter the Cevap Son Tarihi (Response Deadline) (it must be in the future; the default is tomorrow at 17:00) and write the Not (Note) for the carrier.
- Under Davetliler (Invitees), add the carriers with Taşıyıcı ekle (Add carrier); if they will be invited by e-mail, enter the e-mail address.
- Decide on the E-posta (E-mail) option: if enabled, invitees with an e-mail address receive the shipment plan, cargo and destinations (no prices are included). Turn it off if you will take bids by phone.
- Click İhaleyi Aç (Open Tender).
- When the carrier's response arrives, click Cevap Gir (Enter Response) on the invitee row; enter the Teklif (Bid) amount and currency (or select Reddetti (Declined)) and click Kaydet (Save).
Tender detail — quotes and award - 1Invitee status
- 2Comparison amount from the agreement
- 3Enter Response — quote or decline
- 4Award — trip goes to the winner
- 5Cancel the tender
- On the row of the winning carrier, click Karar Ver (Decide) and confirm with Karar Ver (Decide) in the window.
Result
The tender is closed, and the other pending bids become Kaybetti (Lost). The executor of the shipment is the winning carrier; its own fleet resources are removed from the plan, and its freight is the tender price.
What you need to know
- Up to 20 carriers can be invited to a tender; the same carrier can be invited only once.
- E-mails are sent from a queue, and SMTP must be configured in the installation. If no invitee has an e-mail address, the tender is opened without e-mail. The row's E-posta (E-mail) column shows the status (Gönderildi (Sent) · Kuyrukta (Queued) · Gönderilemedi (Could not be sent) · Gönderilmedi (Not sent)).
- For an open tender whose response deadline has passed, Son tarih geçti (Deadline passed) appears next to its status.
- A decision can be made only for a carrier that has submitted a bid, and the shipment must be planned ("Sefer artık
planlı değil — karar verilemez." (The shipment is no longer planned — no decision can be made.)). Because the
decision changes the shipment, the
erp-logistics-transports.editpermission is required. - If the freight is later recalculated from the agreement, it replaces the tender price.
- To abandon the tender, use İptal Et (Cancel) (İptal Nedeni (Cancellation Reason) required); the shipment remains as it is.