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Enter, compare and decide on quotations

Task
Module
Procurement
Menu path
Satın Alma › Kaynak Bulma › Teklif İstekleri › teklif isteği detayı (Procurement › Sourcing › Requests for Quotation › request for quotation details)
Screen route
/erp/procurement/rfqs/{id}
Required permission
erp-procurement-rfqs.edit
Prerequisites
  • The request for quotation is in Teklif Bekleniyor (Awaiting Quotations) or Kısmen Karara Bağlandı (Partially Decided) status.
  • You have the supplier's price (e-mail, phone or a completed quotation form).

The comparison is not a separate screen; it is the request for quotation itself. The decision is per item: you can award different items to different suppliers; items going to the same supplier are collected in a single order.

Steps​

  1. Open the request for quotation. On the card of the supplier who quoted, click Teklif Gir (Enter Quotation).
    ClickTeklif GirExpected: The Teklif Girişi — T-… (Quotation Entry — T-…) window
  2. For each item, enter the Birim Fiyat (Unit Price; without discount), the İsk. % (Disc. %) if any, and the Termin (gün) (Lead Time (days)): select the cell and start typing or double-click it. Leave an item that was not quoted empty.
    EnterBirim FiyatValue: 1150 · %3 · 5 gün
  3. In Ticari Şartlar (Commercial Terms), enter the quotation's Geçerlilik tarihi (Validity date) and Ödeme koşulu (Payment terms), and click Teklifi Kaydet (Save Quotation).
    ClickTeklifi KaydetExpected: 'Teklif Verdi' (Quoted) and the quotation total on the supplier card
    Quote entry dialog
    1. 1Unit price (list price)
    2. 2Discount %
    3. 3Lead time (days)
    4. 4Quote valid until
    5. 5Payment terms — carried to the order
    6. 6Save Quote
  4. Repeat the same steps for the other suppliers. For a supplier who does not quote, click Vermedi (Declined).
    ClickVermedi
  5. Review the Karşılaştırma (Comparison) table: for each item, the best net price is colored and marked with ↓; Son Alış (Last Purchase) is the item's last goods receipt price.
    VerifyKarşılaştırma
  6. In the item's Karar (Decision) cell, select the supplier from the Kazanan seçin (Select winner) list, or click En Uygun Teklifleri Seç (Select Best Quotations).
    SelectKazanan seçinValue: T-0001
  7. For each selected item, enter the reason for the selection in the Gerekçe (zorunlu) (Reason (mandatory)) field.
    EnterGerekçe (zorunlu)Value: En düşük net fiyat ve en kısa termin
  8. Click Karara Bağla (1) (Decide (1)).
    ClickKarara BağlaExpected: Under the item: winner, reason and SA-… Taslak (Draft); status Karara Bağlandı (Decided)
    Quote comparison and award
    1. 1Enter Quote — per supplier
    2. 2Best net price highlighted
    3. 3Winner — supplier per line
    4. 4Selection reason required
    5. 5Selects the best quotes
    6. 6Award — draft order is created
Result
One Taslak (Draft) purchase order (SA-…) is created per winning supplier; the winning price is written to Tedarikçi Fiyatları (Supplier Prices) as the agreed price. Open the order and finalize it.

What you need to know​

  • Deciding does not open a confirmation window; the decision is saved and cannot be undone. The quotation of a supplier that has a decided item cannot be withdrawn.
  • The price of the resulting order is carried as list price + quotation discount, the expected delivery is the longest lead time of the winning quotations, the payment terms come from the quotation, and the payment term and Incoterms come from the supplier card. The VAT rate is the default rate. The order's responsible person is the person who made the decision.
  • A supplier that has not quoted cannot be selected as the winner ("'T-0002' 10. kaleme fiyat vermedi — karara bağlanamaz." ('T-0002' did not quote item 10 — it cannot be decided.)).
  • Only users who can view the purchase price see the amounts.
  • Savings after the decision are tracked in the Analitik › Teklif Tasarrufu (Analytics › Quotation Savings) report.