Sales

The Sales module manages all sales documents, from the quotation given to the customer through to the invoice. Prices come from price lists and customer data from the business partner master record; delivery and goods issue are processed in the Logistics module, and invoices are issued in Satış › Faturalama (Sales › Billing).

For the end-to-end flow, see Quotation to invoice.

Tasks

Create a quotationA new sales quotation for a customer.Send a quotationMarking as sent, e-mail.Revise a quotationChanging a quotation that has been sent.Convert to sales orderA sales order from an accepted quotation.Create a sales orderA sales order without a quotation.Approve a sales orderCommercial approval.Create a deliveryDelivery and goods issue in a single step.Create open deliveriesCollective delivery from lines that are due.Post a goods issueStock issue for an open delivery.Enter an invoice referenceTracking an invoice issued outside the system.Create an invoiceOutgoing invoice via e-Document.Complete a serviceConfirmation of a service line.Create a sales contractPrice and target agreement.Order from a contractCall-off order.Create a return requestAgreement before the goods come back.Decide on a return requestApproval, rejection, closing.Receive a return against a deliveryReceiving returned goods into stock.Receive a return without a deliveryA return that has no delivery.Create a rebate agreementSales volume rebate and tiers.Settle a rebateCredit memo request.Create a campaignCampaign price for a period.

Menu map

Section	Screen	Documentation
Teklif Yönetimi (Quotation Management)	Satış Teklifleri (Sales Quotations) · Satış Teklifi Oluştur (Create Sales Quotation)	Sales quotations
Sipariş Yönetimi (Order Management)	Satış Siparişleri (Sales Orders) · Satış Siparişi Oluştur (Create Sales Order) · Backorder İşleme (Backorder Processing)	Sales orders
Sipariş Yönetimi (Order Management)	Hizmet Teyitleri (Service Confirmations) · Satış Sözleşmeleri (Sales Contracts) · Satış Sözleşmesi Oluştur (Create Sales Contract)	Service confirmations · Sales contracts
Faturalama (Billing)	Faturalanmamış Teslimatlar (Unbilled Deliveries) · Giden e-Faturalar (Outgoing e-Invoices)	Billing
Faturalama (Billing)	Prim Hesaplaşmaları (Rebate Settlements)	Rebate settlements
İade Yönetimi (Returns Management)	İade Talepleri (Return Requests) · Satış İadeleri (Sales Returns)	Return requests · Sales returns
Ana Veriler (Master Data)	Müşteriler (Customers)	Customers
Ana Veriler (Master Data)	Fiyat Listeleri (Price Lists) · Özel Fiyatlar (Special Prices) · Grup İskontoları (Group Discounts)	Price lists
Ana Veriler (Master Data)	Kampanyalar (Campaigns) · Kondisyon Kayıtları (Condition Records) · Prim Anlaşmaları (Rebate Agreements)	Campaigns · Condition records · Rebate agreements
Analitik (Analytics)	Müşteri, Ürün ve Temsilci Bazında Satış (Sales by Customer, Product and Sales Rep) · Teklif Kazanma/Kaybetme (Quotation Win/Loss) · Brüt Kâr (Gross Profit) · Açık Satış Siparişleri (Open Sales Orders)	Sales reports

In the menu, deliveries are located under Lojistik Yönetimi › Giden Teslimat (Logistics Management › Outbound Delivery); because they are part of the sales flow, they are documented here: Delivery and goods issue.

How sales documents are linked

Every document is linked to its source document and to the documents created from it. The sales order details show the source quotation, the deliveries created and the production orders; the invoice details show the source deliveries. You can navigate between documents using these links.