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Create a sales order

Task
Module
Sales
Menu path
Satış › Sipariş Yönetimi › Satış Siparişi Oluştur (Sales › Order Management › Create Sales Order)
Screen route
/erp/sales/orders/new
Required permission
erp-sales-orders.create
Prerequisites
  • The customer is an Aktif (Active) business partner; the products have an item master record and are released for sales.
  • This screen is not used for a sales order that originates from a quotation — convert the quotation to a sales order instead.

Steps​

  1. Open the Satış › Sipariş Yönetimi › Satış Siparişi Oluştur (Sales › Order Management › Create Sales Order) screen, or click Yeni Sipariş (New Order) in the Satış Siparişleri (Sales Orders) list.
    Open screen/erp/sales/orders/new
  2. Change the Belge Türü (Document Type) if necessary; the default is Standart Sipariş (Standard Order).
    SelectBelge TürüValue: Standart Sipariş
  3. In the Müşteri (Customer) field, type a code or name and press Enter, select the customer and press Enter again. Sipariş Tarihi (Order Date) is today.
    EnterMüşteriValue: M-0004Expected: The payment term, shipping method and address are proposed from the customer master record
  4. On the Teslimat ve Ödeme (Delivery and Payment) tab, enter the İstenen Teslim (Requested Delivery) date; delivery planning is based on this date.
    Enterİstenen Teslim
  5. In the Kalemler (Items) table, select the Ürün (Product) and type the Miktar (Quantity). The Birim Fiyat (Unit Price) is proposed from the price list.
    EnterÜrünValue: MAM-0008
  6. Validate the form with Kontrol Et (Check) and click Siparişi Oluştur (Create Order).
    ClickSiparişi Oluştur
    Create Sales Order — completed form
    1. 1Document type — standard, rush, sample…
    2. 2Customer
    3. 3Requested delivery — drives delivery planning
    4. 4Product
    5. 5Quantity
    6. 6Create Order — saves as draft
Result
The sales order is saved with number SS-yyyy-nnnnnn in Taslak (Draft) status, and the sales order details open. A draft sales order can be edited; to create a delivery, first approve the sales order.

What you need to know​

  • The calendar icon on a line shows the item's availability: whether it can be supplied from stock on the requested date and, if not, the earliest possible date.
  • The line details (›) open a line-specific delivery date, a note and, for a configurable product, its options.
  • If the customer's credit limit is exceeded, the sales order receives a credit block; no delivery can be created until the block is released.