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Revise 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 Gönderildi (Sent) status. A draft quotation is not revised; it is changed directly with Düzenle (Edit).

Steps​

  1. Open the quotation details and click Revize Et (Revise) in the action bar.
    ClickRevize Et
  2. In the Yeni revizyon açılsın mı? (Open a new revision?) dialog, click Revizyon Aç (Open Revision).
    ClickRevizyon AçExpected: The next revision of the same number opens as a draft
    Open new revision dialog
    1. 1Open Revision
  3. In the new revision, change prices, lines and terms with Düzenle (Edit) and save.
    ClickDüzenle
  4. To transmit the revision to the customer, send the quotation.
    ClickGönder
Result
The previous revision is closed as Revize Edildi (Revised) and can no longer be converted to a sales order. The new revision carries the same quotation number, a revision number incremented by one (e.g. ST-2026-000004 · Rev 2), today's date and the same validity period.

What you need to know​

  • By default, the quotation list shows only the current revisions. To see earlier revisions, select Revize Edildi (Revised) in the Durum (Status) filter.