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Create a request for quotation

Task
Module
Procurement
Menu path
Satın Alma › Kaynak Bulma › Teklif İstekleri › Yeni Teklif İsteği (Procurement › Sourcing › Requests for Quotation › New Request for Quotation)
Screen route
/erp/procurement/rfqs/new
Required permission
erp-procurement-rfqs.create
erp-procurement-rfqs.edit (göndermek için)
Prerequisites
  • The suppliers to be invited are active and have the supplier role.
  • If it is opened from a requisition, the requisition is in Talep Edildi (Requested) or Kısmen Siparişte (Partially Ordered) and has a remainder.

A request for quotation makes no commitment to the supplier; it creates no stock or financial movement. After it is sent, the items do not change so that all suppliers quote on the same list; adding invitees is allowed.

Steps​

  1. If you are opening it from a requisition, click Teklif İsteği Oluştur (Create Request for Quotation) in the requisition details; the form opens with the requisition's remaining lines. To open it manually, click Yeni Teklif İsteği (New Request for Quotation) in Satın Alma › Kaynak Bulma › Teklif İstekleri (Procurement › Sourcing › Requests for Quotation).
    ClickTeklif İsteği OluşturExpected: The Yeni Teklif İsteği (New Request for Quotation) form; 'talepten' (from requisition) label on the items
  2. Click Tedarikçi Seç (Select Supplier), click the + button on the row of each supplier to be invited (e.g. T-0001 ekle (add T-0001), T-0002 ekle (add T-0002)) and close the window with Davet et (Invite).
    ClickTedarikçi SeçValue: T-0001, T-0002Expected: Two cards in the Davet Edilecek Tedarikçiler (Suppliers to Invite) section
  3. Enter the Son Teklif Tarihi (Quotation Deadline; for information) and check the Konu (Subject; mandatory).
    EnterSon Teklif TarihiValue: 06.11.2026
  4. Select the Para Birimi (Currency); all quotations are entered in this currency.
    SelectPara BirimiValue: TRY
  5. If you opened it manually, add the items: select a requisition from the Kalem ekle: (Add item:) list and click Ekle (Add), or click Listeden Seç (Select from List). Select the quantity cell and start typing or double-click it; confirm with Enter.
    ClickListeden Seç
  6. Click Kaydet ve Gönder (Save and Send). To keep it without sending, use Taslak Kaydet (Save Draft).
    ClickKaydet ve Gönder
    New RFQ from a requisition — invitees and lines
    1. 1Select Suppliers — invitees
    2. 2Quote deadline — informational
    3. 3Subject (required)
    4. 4Currency — all quotes in this currency
    5. 5Line from the requisition; quantity = remainder
    6. 6Save and Send
Result
The request for quotation is saved with the number TKL-yyyy-nnnnnn in Teklif Bekleniyor (Awaiting Quotations) status; the item list can no longer change. To forward it to the supplier, use Çıktı (Output) on the invitee card. Next step: Compare quotations.

What you need to know​

  • A draft can be saved without invitees; to send it, at least one supplier and one item are needed ("Teklif isteği en az bir tedarikçiye gönderilmelidir." (The request for quotation must be sent to at least one supplier.)).
  • The quotation deadline cannot be before the request date; a quotation that arrives after the date has passed can still be entered.
  • The quantity of a line from a requisition is the requisition's remainder; by reducing it, you can ask about part of the requisition.
  • A draft request for quotation is completed in the details with Düzenle (Edit) and Tedarikçilere Gönder (Send to Suppliers).
  • When a request for quotation is opened for a submitted requisition, the Teklifte (In RFQ) mark is shown in the requisition list and details.