# Convert a quotation to a sales order

> Convert a sales quotation accepted by the customer into a sales order, fully or partially.

URL: https://erpdocs.corexlogic.com/en/satis/islemler/teklifi-siparise-donusturme

- **Type:** 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`, `erp-sales-orders.create`
- **Prerequisites:**
  - The quotation is in **Gönderildi** (Sent) status (a draft quotation must first be [sent](https://erpdocs.corexlogic.com/en/satis/islemler/teklifi-gonderme)).
  - The quotation has not been revised, and has not been closed as cancelled or lost.
  - The validity date has not passed. If it has, first extend the validity by [revising the quotation](https://erpdocs.corexlogic.com/en/satis/islemler/teklifi-revize-etme).

## Steps

1. Open the quotation details and click **Siparişe Dönüştür** (Convert to Order) in the action bar.
   <!-- action: click · target: "Siparişe Dönüştür" -->

   ![Sent quotation — convert, revise, lose](https://erpdocs.corexlogic.com/en/en/img/screens/satis/teklif-gonderildi.png)
   1. Convert to Order
   2. Revise — opens a new revision
   3. Lost — closes with a loss reason

2. In the **Teklif siparişe dönüştürülsün mü?** (Convert quotation to sales order?) dialog, select a **Sipariş Türü** (Order Type) if necessary; if left empty, the default type is used.
   <!-- action: select · target: "Sipariş Türü" -->
3. In the line table, check the **Dönüşecek** (To Convert) quantities. For a partial conversion, reduce the quantity or clear the line's checkbox.
   <!-- action: fill · target: "Dönüşecek" -->
4. Click **Siparişe Dönüştür** (Convert to Order).
   <!-- action: click · target: "Siparişe Dönüştür" · expect: "The new sales order opens as a draft" -->

   ![Convert quotation to order dialog](https://erpdocs.corexlogic.com/en/en/img/screens/satis/teklif-donustur.png)
   1. Order type — default type if left empty
   2. Quantity to convert — reduce for a partial conversion
   3. Convert to Order — creates a draft order

**Result:** A **Taslak** (Draft) sales order is created from the selected lines; the order date is today. If the entire remaining quantity has been converted, the quotation is closed as **Siparişe Dönüştü** (Converted to Order); if a remainder exists, the quotation stays open and is shown in the list with the **Kısmen Dönüştü** (Partially Converted) badge. Next step: [approve the sales order](https://erpdocs.corexlogic.com/en/satis/islemler/siparisi-onaylama).

## What you need to know

- The sales order and the quotation are written **in the same transaction**; if one cannot be written, neither
  changes.
- Prices and commercial terms are carried over according to the copy rule of the sales order type: they are either
  copied from the quotation or redetermined on the order date.
- The stock commitment arises when the sales order is approved; conversion does not reserve stock.
- The **Bağlantılı Belgeler** (Related Documents) section in the sales order details shows the source quotation.

## Related

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