# Create a sales quotation

> Prepare a new sales quotation for a customer — customer, validity, lines and price; the quotation is saved as a draft.

URL: https://erpdocs.corexlogic.com/en/satis/islemler/teklif-olusturma

- **Type:** Task
- **Module:** Sales
- **Menu path:** Satış › Teklif Yönetimi › Satış Teklifi Oluştur (Sales › Quotation Management › Create Sales Quotation)
- **Screen route:** `/erp/sales/quotations/new`
- **Required permission:** `erp-sales-quotations.create`
- **Prerequisites:**
  - The customer is defined as an **Aktif** (Active) business partner on the **Müşteriler** (Customers) screen.
  - The products to be quoted have an item master record and are released for sales.
  - A price list is assigned to the customer, or a default price list exists, so that prices can be proposed (optional; the price can also be entered manually).

A sales quotation is the record of the prices and terms offered to a customer. A quotation is first prepared as a
**draft**; it is locked when sent, and converted into a sales order if accepted.

## Steps

1. Open the **Satış › Teklif Yönetimi › Satış Teklifi Oluştur** (Sales › Quotation Management › Create Sales Quotation) screen. If you are on the list screen, click the **Yeni Teklif** (New Quotation) button.
   <!-- action: navigate · target: "/erp/sales/quotations/new" · expect: "A form titled Yeni Teklif (New Quotation), in Taslak (Draft) status" -->
2. In the **Müşteri** (Customer) field, type the customer's code or name and press `Enter`; select the customer from the list and press `Enter` again. To search from a list, click the magnifier or press `F4`.
   <!-- action: fill · target: "Müşteri" · value: "M-0004" · expect: "The payment term and shipping method are proposed from the customer master record" -->
3. If the customer has a request or tender number, enter it in the **Müşteri Referansı** (Customer Reference) field. **Teklif Tarihi** (Quotation Date) is today; **Geçerlilik Tarihi** (Valid Until) is proposed as 30 days later — change it if necessary.
   <!-- action: fill · target: "Geçerlilik Tarihi" -->
4. If required, enter the delivery date, currency, payment and shipping method on the **Teslimat ve Ödeme** (Delivery and Payment) tab; discounts and surcharges on the **Koşullar** (Conditions) tab; and the quotation note on the **Metinler** (Texts) tab.
   <!-- action: open · target: "Teslimat ve Ödeme" -->
5. In the **Kalemler** (Items) table, type the product's code or name in the **Ürün** (Product) field of the first line and press `Enter`, then select it and press `Enter` again. The cursor moves to the **Miktar** (Quantity) field.
   <!-- action: fill · target: "Ürün" · value: "MAM-0008" -->
6. Type the **Miktar** (Quantity) and press `Enter`. The **Birim Fiyat** (Unit Price) is proposed from the price list, with its source shown below it (e.g. `STANDART · kademe ≥ 100`, i.e. scale ≥ 100); change it if necessary, and use the **İskonto %** (Discount %) field for a discount.
   <!-- action: fill · target: "Miktar" · value: "120" · expect: "The line's Tahmini Tutar (Estimated Amount) and the Genel Toplam (Grand Total) at the bottom of the form are updated" -->
7. Continue with the next empty line for other items. When you are done, validate the form with **Kontrol Et** (Check), then click **Teklifi Oluştur** (Create Quotation).
   <!-- action: click · target: "Teklifi Oluştur" -->

   ![Create Sales Quotation — completed form](https://erpdocs.corexlogic.com/en/en/img/screens/satis/teklif-olustur.png)
   1. Customer — type code or name and press Enter; magnifier or F4 opens the list
   2. Valid Until — defaults to 30 days later
   3. Tabs — delivery, payment, conditions, texts, address
   4. Product — type code or name and press Enter
   5. Quantity
   6. Unit price — proposed from the price list, source shown below
   7. Create Quotation — saves as draft

**Result:** The quotation is saved with number **ST-yyyy-nnnnnn** in **Taslak** (Draft) status, and the quotation details open. A draft quotation can be edited; to transmit it to the customer, proceed to [Send the quotation](https://erpdocs.corexlogic.com/en/satis/ekranlar/satis-teklifleri).

## What you need to know

- **Kaydet** (Save; <kbd>Ctrl</kbd>+<kbd>S</kbd>) saves without closing the form; **Teklifi Oluştur** (Create
  Quotation) saves and opens the quotation details.
- When you leave the screen with unsaved changes, the system asks you what to do: you can stay on the page, save as a
  draft and leave, or discard the changes.
- The quotation date cannot fall in a closed posting period; the validity date cannot be earlier than the quotation
  date.
- Price determination order: customer-specific price → campaign → the customer's price list (or the default list if
  none) → group discount. Details: [Price lists](https://erpdocs.corexlogic.com/en/satis/ekranlar/fiyat-listeleri).

## Related

- [Sales quotations screen](https://erpdocs.corexlogic.com/en/satis/ekranlar/satis-teklifleri)
- [Quotation to invoice process](https://erpdocs.corexlogic.com/en/surecler/tekliften-faturaya)