Sales quotations
Price quotations given to customers. A quotation is prepared as a draft and locked when sent; if the customer accepts, it is converted into a sales order; if not, it is closed with a loss reason.
Screen/erp/sales/quotationserp-sales-quotations.view (görme) · .create (oluşturma) · .edit (gönderme, revize, dönüştürme) · .approve (onay)Quotation list
- 1New quotation
- 2Default: current revisions only
- 3Click the number to open the quotation
- 4Status and outcome (resulting order or loss reason)
By default, the list shows current quotations; earlier, revised revisions are listed only when Revize Edildi (Revised) is selected in the Durum (Status) filter.
| Column | Description |
|---|---|
| Teklif No (Quotation No.) | Quotation number and revision (e.g. ST-2026-000004 · Rev 2). Click to open the quotation. |
| Müşteri (Customer) | Name; below it, the customer code and customer reference. |
| Temsilci · Kanal (Sales Rep · Channel) | Sales representative and sales channel. Sales organization and division are displayed if the installation has more than one. |
| Teklif Tarihi · Geçerlilik (Quotation Date · Validity) | The date of an expired quotation is shown in a warning color. |
| Durum · Sonuç (Status · Outcome) | The quotation status; the outcome column shows the sales order it was converted into, or the loss reason. |
| Net · KDV · Genel Toplam (Net · VAT · Grand Total) | Hidden for users without permission to view prices. |
Filters: Ara (Search; quotation no., customer, customer reference), Durum (Status), Geçerlilik (Validity; expired / not expired), Müşteri (Customer), Temsilci (Sales Rep), Kanal (Channel) and quotation date range. The list can be sorted by the Teklif No, Teklif Tarihi, Müşteri, Geçerlilik, Durum and Temsilci columns.
Creating a quotation
- 1Customer — type code or name and press Enter; magnifier or F4 opens the list
- 2Valid Until — defaults to 30 days later
- 3Tabs — delivery, payment, conditions, texts, address
- 4Product — type code or name and press Enter
- 5Quantity
- 6Unit price — proposed from the price list, source shown below
- 7Create Quotation — saves as draft
Header strip
| Field | Description |
|---|---|
| Müşteri (Customer; required) | Only active customers can be selected. When selected, the payment term and shipping method are proposed from the customer master record. |
| Müşteri Referansı (Customer Reference) | The customer's request for quotation or tender number; shown on the quotation printout. |
| Teklif Tarihi (Quotation Date; required) | A date in a closed posting period cannot be entered. |
| Geçerlilik Tarihi (Valid Until; required) | Defaults to 30 days from today; cannot be earlier than the quotation date. |
| Teklif Türü (Quotation Type) | Displayed if the installation has more than one quotation type; if left empty, the default type is used. |
Header tabs
- Teslimat ve Ödeme (Delivery and Payment): requested delivery date, currency (required), payment term, payment condition, shipping method and its note, shipping type.
- Koşullar (Conditions): overall discount percentage and surcharges (such as freight or packaging; if surcharge types are defined in the installation).
- Metinler (Texts): the note printed on the quotation printout.
- Adres (Address): contact person and delivery address; can be filled from the customer's registered ship-to address.
- Organizasyon (Organization): sales channel, sales organization and division, sales representative.
Items
The item table works like a spreadsheet (see Get to know the interface). Columns: item no., product, quantity, unit, unit price, discount, VAT and estimated amount.
- Item numbers are assigned as 10, 20, 30…
- The unit price is proposed from the price list. Below the cell, the source of the proposal (special price, campaign, list code, scale price) and the deviation of a manually entered price from the proposal are shown. The proposal is not binding; you can change the price. How the price is determined: Price lists.
- The discount is entered on the line as a percentage (%) or an amount; select the type with the button in the cell. An amount discount cannot exceed the line amount and cannot be negative.
- For configurable products (e.g. a table with size and color options), enter the selections with Yapılandır (Configure) on the line; the price is calculated from the selections.
- The Kullanılabilirlik (Availability) button shows how much of the item can be supplied on the requested date and the earliest date on which the full quantity can be supplied. It does not reserve stock.
Kontrol Et (Check) validates the form without saving; errors are listed in the Düzeltilmesi gereken alanlar (Fields to correct) dialog. Kaydet (Save; Ctrl+S) saves the quotation as Taslak (Draft) and opens its details.
Quotation details and lifecycle
- 1Convert to Order
- 2Revise — opens a new revision
- 3Lost — closes with a loss reason
Statuses
| Status | Meaning |
|---|---|
| Taslak (Draft) | In preparation; can be edited. |
| Onay Bekliyor (Pending Approval) | Caught by an approval template; awaiting the approvers' decision. |
| Gönderildi (Sent) | Given to the customer; locked. Changes are made with a new revision. |
| Siparişe Dönüştü (Converted to Order) | Fully converted to a sales order. |
| Kaybedildi (Lost) | The customer did not accept; the loss reason is recorded. |
| İptal Edildi (Cancelled) | The quotation was withdrawn. |
| Revize Edildi (Revised) | A new revision was opened in its place; this revision is invalid. |
Two additional indicators can appear on a sent quotation: Süresi Doldu (Expired; the validity date has passed) and Kısmen Dönüştü (Partially Converted; part of it has been converted to a sales order).
Actions
| Status | Actions |
|---|---|
| Taslak (Draft) | Gönder (Send; Onaya Gönder — Submit for Approval — if an approval template exists) · Düzenle (Edit) · İptal Et (Cancel) |
| Onay Bekliyor (Pending Approval) | İptal Et (Cancel); Onayla / Reddet (Approve / Reject) for the approver whose turn it is |
| Gönderildi (Sent) | Siparişe Dönüştür (Convert to Order) · Revize Et (Revise) · Kaybedildi (Lost) · İptal Et (Cancel) |
| Partially converted | Kalanı Dönüştür (Convert Remaining) · Kalanı Kapat (Close Remaining) |
| Other statuses | No actions |
Kopyala (Copy) is available in every status: it opens the new quotation form with a copy of the quotation. In the copy, the date is today; prices and discounts are proposed again from today's list; the customer reference, requested delivery date and surcharges are not carried over. The copy does not become a document until you save it.
Çıktı (Output) menu: Yazdır (Print) in the browser, PDF and E-posta ile Gönder (Send by E-mail; only for quotations that have been sent or converted to a sales order). E-mail requires the e-mail settings to be configured in the installation.
Send
A quotation that has been sent is locked: any change to prices, lines or terms now opens a new revision. Gönder (Send) only marks the quotation; to transmit it to the customer, then use Çıktı › E-posta ile Gönder (Output › Send by E-mail).
Revise
The old revision becomes Revize Edildi (Revised); a new Taslak (Draft) is opened with the same number, today's date and the same validity period. The old revision shows the warning "Bu revizyon geçersiz" (This revision is invalid) and a link to the current revision. To convert an expired quotation to a sales order, likewise revise it and extend the validity date.
Convert to sales order
In the dialog, the sales order type is selected; for each line, a checkbox and the quantity to convert are entered (up to the remaining quantity). The sales order is opened as a draft with today's order date; prices and configurations are carried over unchanged. If you are authorized to view sales orders, you are taken to the new sales order.
Lost and Cancel
- Kaybedildi (Lost): used when the customer did not accept the quotation. A Kayıp nedeni (Loss reason) is required: Fiyat (Price) · Teslim süresi (Delivery time) · Rakip tercih edildi (Competitor preferred) · Teknik şartlar uymadı (Technical requirements not met) · İhtiyaç ortadan kalktı (Need no longer exists) · Müşteri dönüş yapmadı (Customer did not respond) · Diğer (Other; a description is required for "Diğer"). Losses appear in the Satış › Analitik › Teklif Kazanma/Kaybetme (Sales › Analytics › Quotation Win/Loss) report.
- İptal Et (Cancel): a reason is required and the action cannot be undone. If the customer rejected the quotation, use Kaybedildi (Lost) instead of cancelling.
Rules
- Only a draft quotation can be edited. Changes to a sent quotation are made with Revize Et (Revise).
- A quotation must contain at least one line; the last line cannot be deleted.
- The quotation amount is not an invoice. When the quotation is converted to a sales order, prices are carried over unchanged.
Related screens
- Sales orders — the sales order created from the quotation.
- Price lists — the source of the unit price proposal.
- Quotation to invoice — the end-to-end process.