Customers
Customers and suppliers are kept in a single master record: the same company can be both. This screen is the business partner list filtered by the customer role; the main screen is Ana Veriler › İş Ortakları › İş Ortağı Ana Verileri (Master Data › Business Partners › Business Partner Master Data).
Screen/erp/sales/customerserp-partners-cards.view (görme) · .create (yeni kart) · .edit (düzenleme)Customer list
- 1New Business Partner — one card for customer and supplier
- 2Import addresses and contacts from Excel
- 3Tax / national ID number
Columns: Kod (Code), Ünvan (Name), Rol (Role; Müşteri — Customer / Tedarikçi — Supplier), Merkez / Grup (Head Office / Group), Vergi / TC No (Tax / Turkish ID No.), Vergi Dairesi (Tax Office), E-posta (E-mail), Telefon (Phone), Durum (Status). Filters: Ara (Search; code, name, tax no., e-mail or phone), Rol (Role), Şirket Grubu (Company Group; if defined), Durum (Status; active / inactive).
Clicking a row opens the master record in display mode; to change it, click Düzenle (Edit) on the record. A business partner master record is not deleted; to take it out of use, it is set to inactive. An inactive record cannot be selected on new documents.
Customer master record
- 1Identity — tax / national ID and tax office
- 2Commercial terms — payment term, incoterm, credit
- 3Sales — price list, rep, channel
- 4e-Document — registered user and mailbox
- 5Edit
Header
| Field | Description |
|---|---|
| Kod (Code) | Converted to upper case; must be unique. |
| Ünvan (Name) | |
| Kimlik Türü · Vergi / TC No · Vergi Dairesi (ID Type · Tax / Turkish ID No. · Tax Office) | The tax identification number must have 10 digits and a valid check digit. On a record for an individual (Turkish ID number, TCKN), Ad (First Name) and Soyad (Last Name) are required. |
| Roller (Roles) | Müşteri (Customer) and / or Tedarikçi (Supplier); at least one is required. |
| Aktif (Active) |
Tabs
| Tab | Content |
|---|---|
| Genel (General) | E-mail, phone; creation and last update time. |
| Şubeler (Branches) | Branch records linked to this record. |
| İlgili Kişiler (Contact Persons) | Full name, title, phone, e-mail. |
| Adres (Address) | The record's address: address, country, province, district, postal code. |
| Sevk Adresleri (Ship-to Addresses) | Addresses to which goods are delivered. |
| Ticari Şartlar (Commercial Terms) | Default payment term (days), shipping method and its note, shipping type. Proposed on sales orders; can be changed on the document. |
| Merkez ve Grup (Head Office and Group) | The head office and company group to which the record belongs. |
| Satış (Sales) | Only for the customer role: price list, delivery setting, customer item codes, sales areas. |
| e-Belge (e-Document) | e-Invoice / e-Archive information; a registered tax identification number is required. |
| Satış Belgeleri (Sales Documents) | The customer's recent sales orders, invoices and deliveries. |
| Bakiye (Balance) | Balance per currency, overdue amount, open items and credit limit. |
| Ekler (Attachments) | Files attached to the record. |
When you hover over a tab that cannot be used, the reason it is disabled is shown (e.g. "Kart müşteri rolünde değil" — The record does not have the customer role).
Adding contact persons and ship-to addresses
Rows added with Kişi Ekle (Add Contact; full name required) and Adres Ekle (Add Address; address name and street required) are saved immediately — they do not wait for the record's Kaydet (Save) button. The first record added becomes the default; the row's İşlemler (Actions) menu offers Varsayılan Yap (Set as Default), Düzenle (Edit) and Sil (Delete). The default contact person and the default ship-to address are proposed automatically on new quotations and sales orders.
Sales tab
- Fiyat listesi (Price list): the customer's price list is selected and saved with Uygula (Apply), independently of the record's Kaydet (Save) button. If there is no assignment, the default list applies; a customer-specific price, if any, takes precedence. Details: Price lists.
- Müşteri kalem kodları (Customer item codes): the customer's own product codes; used on documents and printouts.
- Satış alanları (Sales areas): price list, payment term, shipping method and shipping type per sales organization, channel and division.
Credit limit and balance
The Kredi Limiti (Credit Limit) section on the Bakiye (Balance) tab shows the limit, exposure, remaining amount and status: Limit içinde (Within limit) · Limit aşıldı (Limit exceeded) · Gecikme toleransı aşıldı (Overdue tolerance exceeded) · Pasif (Inactive). The limit is not changed here; it is defined on the credit manager's screen. For a customer without a credit profile, no credit check is performed on sales orders. This section is displayed for users with permission to view credit data.
Mass import
On the Ana Veriler › İş Ortakları › İş Ortağı Aktarımı (Master Data › Business Partners › Business Partner Import) screen, customer master records are created or updated in bulk with an Excel (.xlsx) workbook: download the template, fill it in, then click Kontrol Et (Check) first and Aktar (Import) afterwards. Ship-to addresses and contact persons are imported with a separate workbook (the Adres ve Kişi Aktarımı (Address and Contact Import) button in the list).
Related screens
- Price lists — the customer's prices.
- Sales orders — the record's commercial terms and addresses are proposed on the sales order.