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Send a quotation

Task
Module
Sales
Menu path
Satış › Teklif Yönetimi › Satış Teklifleri (Sales › Quotation Management › Sales Quotations) › quotation details
Screen route
/erp/sales/quotations/{id}
Required permission
erp-sales-quotations.edit
Prerequisites
  • The quotation is in Taslak (Draft) status and has at least one line.
  • If an approval template is defined for quotations in the installation, the button is named Onaya Gönder (Submit for Approval); on final approval, the quotation automatically moves to Gönderildi (Sent) status.

Gönder (Send) only marks the quotation as sent; it does not send the e-mail. The e-mail is sent separately from the Çıktı (Output) menu. This keeps the record correct even when you transmit the quotation by phone, by hand or through another channel.

Steps​

  1. Open the Satış › Teklif Yönetimi › Satış Teklifleri (Sales › Quotation Management › Sales Quotations) list and click the quotation number.
    Open screen/erp/sales/quotations
  2. In the action bar of the quotation details, click the Gönder (Send) button.
    ClickGönder
    Draft quotation — action bar
    1. 1Send — locks the quotation
    2. 2Edit — draft only
    3. 3Output — PDF and send by e-mail
  3. In the Teklif gönderilsin mi? (Send quotation?) dialog, check the customer, number of lines, grand total and validity date; click Gönderildi Olarak İşaretle (Mark as Sent).
    ClickGönderildi Olarak İşaretleExpected: The quotation status changes to Gönderildi (Sent)
    Send quotation confirmation
    1. 1Mark as Sent
  4. To e-mail the quotation to the customer, select E-posta ile Gönder (Send by E-mail) from the Çıktı (Output) menu; to download the PDF, print it from the same menu.
    ClickÇıktı
Result
The quotation moves to Gönderildi (Sent) status and is locked: prices, lines and terms can no longer be changed. If the customer accepts, convert it to a sales order; if the customer requests changes, revise it.

What you need to know​

  • The prices, lines and terms of a sent quotation do not change; a change opens a new revision.
  • A quotation whose validity date has passed is shown in the list with the Süresi Doldu (Expired) badge.
  • A draft quotation can be closed with İptal Et (Cancel); a sent quotation that was not won is closed with Kaybedildi (Lost).