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Create a transport order

Task
Module
Logistics
Menu path
Lojistik Yönetimi › Taşıma › Nakliye Siparişi Oluştur (Logistics Management › Transportation › Create Transport Order)
Screen route
/erp/logistics/forwarding-orders/new
Required permission
erp-logistics-forwarding-orders.create
erp-logistics-forwarding-orders.edit
Prerequisites
  • The customer has a freight agreement of type Müşteri (satış) (Customer (sales)) valid on the loading date.
  • There is a sellable, non-stock service item card (e.g. HIZ-0004 NAKLİYE HİZMETİ).

Steps​

  1. Open the Lojistik Yönetimi › Taşıma › Nakliye Siparişi Oluştur (Logistics Management › Transportation › Create Transport Order) screen.
    Open screen/erp/logistics/forwarding-orders/new
  2. Type a code or company name in Müşteri ara (Search customer) and select the Müşteri (Customer).
    SelectMüşteriValue: M-0012 — Gebze Plastik Enjeksiyon San. Ltd. Şti.
  3. Enter the Yükleme yeri (Loading location), Teslim yeri (Delivery location), Yükleme günü (Loading date) and, if necessary, the İstenen teslim (Requested delivery).
    EnterYükleme yeriValue: Plastikçiler OSB 3. Cad. No:12, Gebze / Kocaeli → Nilüfer OSB, Nilüfer / Bursa · 05.11.2026
  4. Enter the Yük tanımı (Cargo description) and the measurements that are the basis of the tariff (Koli (Cartons), Palet (Pallets), Ağırlık (kg) (Weight (kg)), Hacim (m³) (Volume (m³)), Mesafe (km) (Distance (km))). Leave unknown values empty.
    EnterYük tanımıValue: Plastik enjeksiyon parçası — 6 palet · 2.400 kg · 150 km
    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
  5. Select the Hizmet ürünü (Service item) with Hizmet ürünü ara (Search service item); the Vergi oranı (Tax rate) can stay at the default. Click Kaydet (Save).
    ClickKaydetValue: HIZ-0004 NAKLİYE HİZMETİExpected: The order opens with number NKS-… as Taslak (Draft); the Ücret (Charge) section shows a preview from the customer tariff
    Draft forwarding order — charge preview
    1. 1Confirm — charge is fixed
    2. 2Edit — draft only
    3. 3Preview from the customer tariff
  6. Check the preview and click Onayla (Approve).
    ClickOnaylaExpected: The status becomes Onaylandı (Approved); the charge is fixed (Tutar (Amount), KDV (VAT), Genel Toplam (Grand Total))
  7. When the shipment that performs the transportation is known, click Sefere Bağla (Link to Shipment), select the Sefer (Shipment) and click Bağla (Link).
    ClickSefere Bağla
    Confirmed forwarding order
    1. 1Status: Confirmed
    2. 2Link the executing trip
    3. 3Complete — becomes billable
    4. 4Charge fixed at confirmation
  8. When the transportation has been performed, click Tamamla (Complete), enter the Tamamlanma günü (Completion date) and confirm with Tamamla (Complete).
    ClickTamamlaExpected: The status becomes Tamamlandı (Completed); the order can be invoiced
Result
On a completed order, Fatura Oluştur (Create Invoice) opens a draft outgoing invoice with one line of service item × 1 at the charge fixed on approval; finalization and sending are done on the invoice.

What you need to know​

  • The charge is not entered on the form; on approval, it is calculated from the customer tariff and fixed. Example: per shipment 2,000 + 150 km × 15 + 6 pallets × 150 = 5,150 TRY (excl. VAT), 6,180 TRY with 20% VAT.
  • If the measurement for a basis of the tariff is empty, the order cannot be approved; Onayla (Approve) is disabled and the reason is shown when you hover over it. Do not enter zero — empty means "unknown".
  • Only a draft can be edited ("Yalnız taslak nakliye siparişi düzenlenir." (Only a draft transport order can be edited.)).
  • Linking to a shipment does not change the charge; the link is removed with Bağı Kaldır (Remove Link).
  • Cancellation cannot be undone and requires a reason; an invoiced order cannot be cancelled.