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Create a sales contract

Task
Module
Sales
Menu path
Satış › Sipariş Yönetimi › Satış Sözleşmesi Oluştur (Sales › Order Management › Create Sales Contract)
Screen route
/erp/sales/contracts/new
Required permission
erp-sales-contracts.create
erp-sales-contracts.edit
Prerequisites
  • The customer is an Aktif (Active) business partner.
  • The contract items are active, sellable items that do not require configuration.

Example: a one-year cleaning products agreement with M-0019 Lara Kıyı Otelcilik ve Turizm A.Ş. — a target of 2,000 units at 235.00 TRY for liquid detergent, and a target of 3,000 units at 90.00 TRY for surface cleaner.

Steps​

  1. Open Satış › Sipariş Yönetimi › Satış Sözleşmesi Oluştur (Sales › Order Management › Create Sales Contract).
    Open screen/erp/sales/contracts/new
  2. Select the Tür (Type): Miktar Sözleşmesi (Quantity Contract) for a target quantity per item, or Değer Sözleşmesi (Value Contract) for a total amount target.
    SelectTürValue: Miktar Sözleşmesi
  3. In the Müşteri (Customer) field, type the customer's code or name and select it from the list. Check the Satış Kanalı (Sales Channel) and Para Birimi (Currency).
    CheckMüşteriValue: M-0019 — Lara Kıyı Otelcilik ve Turizm A.Ş.
  4. Enter the Geçerlilik Başlangıcı (Valid From) and Bitiş (End) dates. For a value contract, Hedef Tutar (net) (Target Amount (net)) is also required.
    EnterGeçerlilik BaşlangıcıValue: 01.11.2026 – 31.10.2027
  5. In the Ürün ekle (Add item) field, type and select the item. On the line, enter the Birim (Unit), Hedef Miktar (Target Quantity) and Birim Fiyat (net) (Unit Price (net)). Repeat for each item.
    EnterÜrün ekleValue: MAM-0008 · 2.000 ADET · 235,00 TRY; MAM-0009 · 3.000 ADET · 90,00 TRY
    Create Sales Contract — completed form
    1. 1Type — quantity or value contract
    2. 2Validity range
    3. 3Add product
    4. 4Target quantity — call-offs cannot exceed it
    5. 5Contract price — copied to the order
    6. 6Save Draft
  6. Click Taslağı Kaydet (Save Draft).
    ClickTaslağı KaydetExpected: The details open: Satış Sözleşmesi (Sales Contract) SSZ-2026-000001, status Taslak (Draft)
  7. In the details, click Yürürlüğe Al (Put into Effect).
    ClickYürürlüğe AlExpected: The status changes to Yürürlükte (In Effect); the buttons change to Kapat (Close) and İptal Et (Cancel)
    Sales contract detail — released, call-offs
    1. 1Status: Released — call-offs allowed
    2. 2Called off — from approved orders
    3. 3Remaining target
    4. 4Call-off orders
    5. 5Close — remainder no longer callable
Result
The contract becomes Yürürlükte (In Effect) with number SSZ-yyyy-nnnnnn. The customer's sales orders within the validity period, in the same currency and sales channel, can call off the contract: Order from a contract.

What you need to know​

  • A draft contract is changed with Düzenle (Edit); a contract in effect cannot be changed ("Yalnız taslak sözleşme düzenlenir." — Only a draft contract can be edited.).
  • Validations in the form: "Müşteriyi seçin." (Select the customer.), "Geçerlilik başlangıç ve bitişini seçin." (Select the validity start and end.), "Geçerlilik bitişi başlangıçtan önce olamaz." (The validity end cannot be before the start.), "Sözleşme en az bir kalem ister." (The contract requires at least one item.), "Değer sözleşmesinde hedef tutar sıfırdan büyük olmalı." (In a value contract, the target amount must be greater than zero.) In a quantity contract, an empty target quantity gives "…: miktar sözleşmesinde hedef miktar sıfırdan büyük olmalı." (…: in a quantity contract, the target quantity must be greater than zero.) The same item can appear only once with the same unit.
  • If the server rejects an item: "Sözleşme kalemi aktif, satılabilir ve somut (yapılandırma istemeyen) bir kart olmalı." (A contract item must be an active, sellable and concrete item (one that does not require configuration).)
  • A contract can have at most 200 items.