Skip to main content

Approve a sales order

Task
Module
Sales
Menu path
Satış › Sipariş Yönetimi › Satış Siparişleri (Sales › Order Management › Sales Orders) › sales order details
Screen route
/erp/sales/orders/{id}
Required permission
erp-sales-orders.edit
Prerequisites
  • The sales order is in Taslak (Draft) status and its lines are complete (product, quantity, price).

Steps​

  1. In the Satış Siparişleri (Sales Orders) list, click the sales order number.
    Open screen/erp/sales/orders
  2. In the action bar, click Siparişi Onayla (Approve Order).
    ClickSiparişi Onayla
  3. In the Sipariş onaylansın mı? (Approve sales order?) dialog, check the customer and amount, then click Siparişi Onayla (Approve Order).
    ClickSiparişi OnaylaExpected: The sales order status changes to Onaylandı (Approved)
    Approve sales order dialog
    1. 1Approve Order
Result
The sales order moves to Onaylandı (Approved) status and its lines can no longer be edited. The action bar shows Teslimat Oluştur (Create Delivery) and, for make-to-order lines, Üretim Emri Aç (Open Production Order). Next step: create a delivery.

What you need to know​

  • Approval does not reserve stock and does not guarantee stock. The physical stock issue takes place only when the goods issue is posted.
  • An approved sales order can be cancelled (Siparişi İptal Et — Cancel Order) or its remaining quantity can be closed (Siparişi Kapat — Close Order, Satırı Kapat — Close Line) — the closed quantity is not delivered.