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Shipment planning

How do the goods of approved sales orders leave the warehouse, get loaded onto a vehicle and reach the customer? This guide walks end to end through a shipment that sends two sales orders to Ankara on the same carrier trip. The sales order itself and the single-step delivery are covered in the Quotation to invoice guide; the screens are detailed in the Logistics section.

Scenario

On 02.11.2026 CoreX Demo Endüstri (Istanbul, Ümraniye) sends the approved sales orders of two of its customers in Ankara with the same vehicle:

  • SS-2026-000007 — Başkent Mimarlık ve İç Mimari Ltd. Şti. (M-0015): 2 units of MAM-0005 DOSYA DOLABI 80X40X200 BEYAZ, 1 unit of MAM-0004 TOPLANTI MASASI 240X120 CEVİZ.
  • SS-2026-000008 — Güneş Enerji Sistemleri Mühendislik A.Ş. (M-0006): 2 units of MAM-0002 AYDINLATMA DAĞITIM PANOSU 12 GRUP.

The goods are in bin RAF-M1 of MAMUL — Mamul Deposu (Finished Goods Warehouse). Transport is carried out by the carrier Hızlı Hat Nakliyat ve Lojistik Ltd. Şti. (T-0018); its rate is HIZLIHAT-2026: 1.500 TRY per trip + 12 TRY per km (10 TRY above 500 km). The distance is 450 km. The second customer refuses one of the panels because it is damaged.

SS-2026-000007 ┐                       ┌─ DLG-2026-000001 (wave) ─ DG-…001..003 (picking, Approved)
SS-2026-000008 ┴─► SV-2026-000003 ─────┤
   (Approved)      SV-2026-000004      ├─ TB-2026-000001 · TB-2026-000002 (pallet)
                   (Open → Picked      │
                    → Packed)          └─► TSM-2026-000001 (Planned)
                                              │  Select Carrier → Assign  (freight 6.900,00 TRY)
                         Goods issue ◄────────┤
                  (Goods Issue Posted)         │  Loaded → Dispatch (In Transit)
                                              │  Delivered × 2 → Complete (Completed)
                  Proof of delivery ◄─────────┘
                  (Confirmed; SV-4: 1/2 accepted)
                                              └─► NHS-2026-000001 (Saved, 8.280,00 TRY incl. VAT)

Step-by-step tasks​

Create an open deliveryCollective delivery from due lines.Pick a deliveryWaves and picking tasks.Pack a deliveryHandling unit and label.Create a shipment documentTrip plan and deliveries.Select the carrier for a tripRanking, assignment, freight.Post the goods issueStock is reduced at this step.Dispatch a tripThe plan is frozen.Record a trip eventLoading, delivery, delay.Complete a tripArrival and closing.Record proof of deliveryAccepted quantity.Create a freight settlementThe carrier's freight.

Preparation: master data​

Done once: the carrier profile (Define a carrier), the carrier's vehicle 34DMO002 and driver (Vehicle, Driver) and the carrier's rate (Create a freight agreement). Without a carrier rate the trip can be planned, but the freight cannot be calculated.

1. Create open deliveries from due lines​

The Lojistik Yönetimi › Giden Teslimat › Giden Teslimat Oluştur (Logistics › Outbound Delivery › Create Outbound Delivery) screen lists the approved sales order lines to be delivered by the Vadesi gelen (en geç) (Due by (latest)) date. Select the three lines (SS-2026-000007/10, /20 and SS-2026-000008/10), select MAMUL — Mamul Deposu as the Depo (Warehouse) and click Teslimat Oluştur (Create Delivery).

Create Outbound Delivery — due items
  1. 1Due by — items to deliver up to this date
  2. 2Select the item to deliver
  3. 3Warehouse
  4. 4Create Delivery — opens an open delivery

The Sonuç (Result) field shows two deliveries: SV-2026-000003 · SS-2026-000007 · 2 kalem (2 lines) and SV-2026-000004 · SS-2026-000008 · 1 kalem (1 line) — the lines are split into two deliveries because the recipient and address differ. The deliveries are created as Açık (Open): the lines are allocated on the sales order, but stock is not reduced yet. Details: Create an open delivery.

2. Pick the goods​

In Stok Yönetimi › Depo Yürütme › Dalgalar › Dalga Oluştur (Inventory › Warehouse Execution › Waves › Create Wave), select Depo (Warehouse) MAMUL and Kaynak (Source) Açık teslimatlar (Open deliveries); select the three lines and click Dalgayı Oluştur (Create Wave).

Create Wave — picking from open deliveries
  1. 1Warehouse — the delivery warehouse
  2. 2Source: Open deliveries
  3. 3Delivery item to pick
  4. 4Create Wave — picking tasks are created

Wave DLG-2026-000001 is created, with one picking task per line in the RAF-M1 → SEVK direction (DG-2026-000001…000003). The warehouse worker opens each task and saves it with Onayla (Confirm); when all three tasks are confirmed, the wave becomes Tamamlandı (Completed).

Wave detail — picking tasks
  1. 1The wave completes when all tasks are confirmed
  2. 2The wave line carries the delivery number
  3. 3Picking task — from source bin to SEVK

The picked goods are allocated to the sales order line in the SEVK (shipping) area. The picking status in the header of both deliveries becomes Toplandı (Picked). Details: Pick a delivery.

3. Pack​

On each delivery's details, open a pallet with Taşıma Birimi Oluştur (Create Handling Unit) on the Paketleme (Packing) card: Kap Cinsi (Packaging Type) Palet (PX) (Pallet), Dara (kg) (Tare (kg)) 25, Kalanın Tamamı (All of the remaining), Oluştur (Create). TB-2026-000001 (total gross 295 kg) is created for SV-2026-000003 and TB-2026-000002 (97 kg) for SV-2026-000004, and the packing status becomes Paketlendi (Packed). Labels are printed as PDF with Etiketleri Yazdır (Print Labels).

Open delivery — picked and packed
  1. 1Picking status
  2. 2Packing status
  3. 3Picked quantity per item
  4. 4New handling unit (carton, pallet…)
  5. 5Handling unit labels (PDF)

Packing is not a precondition for the goods issue; but the pallet tare and the number of pallets go into the trip's load calculation. Details: Pack a delivery.

4. Plan the trip​

In Lojistik Yönetimi › Taşıma › Taşıma Belgesi Oluştur (Logistics › Transportation › Create Shipment Document), enter Yürütücü (Executed By) Taşıyıcı (Carrier), Planlanan Çıkış (Planned Departure) 02.11.2026 08:00, Planlanan Varış (Planned Arrival) 18:00, Planlanan Mesafe (km) (Planned Distance (km)) 450; add SV-2026-000003 and SV-2026-000004 with Teslimat Ekle (Add Delivery) (order: first Başkent Mimarlık, then Güneş Enerji) and click Oluştur (Create).

Create Transport Document — completed form
  1. 1Executor — own fleet or carrier
  2. 2Carrier
  3. 3Planned departure — required
  4. 4Distance — basis for per-km freight
  5. 5Deliveries — order is stop order
  6. 6Create

The trip opens with number TSM-2026-000001 in Planlandı (Planned) status. The Yük ve Kapasite (Load and Capacity) card shows the gross weight (392 kg) and the number of pallets (2); the capacity is shown once a vehicle is selected. Details: Create a shipment document.

For deliveries without a trip that will be transported with our own vehicles, Load Planning suggests loads for vehicles.

5. Select the carrier and see the freight​

On the trip details, the Taşıyıcı Seç (Select Carrier) dialog ranks the active carriers by the agreement valid on the trip's departure day. The Hızlı Hat line shows HIZLIHAT-2026 and 6.900,00 TRY; click Ata (Assign).

Select Carrier dialog — ranking by tariff
  1. 1Ranking: cost or priority
  2. 2Freight from the agreement
  3. 3Assign — carrier is written to the trip
  4. 4Tender with the selected carriers

The header shows the carrier's name, and the Navlun (Freight) card shows Sefer başı 1 sefer × 1.500 = 1.500,00 TRY (Per trip: 1 trip × 1.500) and Km başı 450 km × 12 = 5.400,00 TRY (Per km: 450 km × 12), Toplam 6.900,00 TRY (Total). Then select the carrier's vehicle 34DMO002 and driver with Düzenle (Edit); the load is compared with the capacity (392 kg / 18.000 kg, 2 / 18 pallets). If quotations are to be requested from several carriers, open a tender from the same dialog: Open a carrier tender.

If the plan changes later (departure day, distance, deliveries), use Yeniden Hesapla (Recalculate) on the Navlun (Freight) card.

6. Post the goods issue​

On each delivery's details, open Mal Çıkışını Kaydet (Post Goods Issue). Because the delivery has been picked, the form says "Teslimat toplandı — toplanan mal dağılımlara yazıldı; gerekirse değiştirebilirsiniz." (The delivery has been picked — the picked goods were written to the allocations; you can change them if needed.): the allocations are filled with the SEVK bin and the SIFIR status. Click Mal Çıkışını Kaydet.

Post Goods Issue — physical allocation
  1. 1Goods issue date — stock is reduced on this date
  2. 2Allocation — location, status, lot or serial
  3. 3Post Goods Issue

Stock is reduced, the deliveries become Mal Çıkışı Kaydedildi (Goods Issue Posted) and can no longer change; packing becomes read-only. The delivery note is printed from the delivery's Çıktı (Output) menu (if e-Delivery Note is enabled in the installation, e-İrsaliye Oluştur — Create e-Delivery Note — appears). Details: Post the goods issue.

Order matters

A trip cannot be dispatched before the goods issue of its deliveries is posted. In the scenario, when Yola Çıkar (Dispatch) was attempted before the goods issue, the server returned: "Mal çıkışı kaydedilmemiş ya da iptal edilmiş teslimatla sefer yola çıkamaz: SV-2026-000003, SV-2026-000004." (A trip cannot be dispatched with a delivery whose goods issue has not been posted or that has been cancelled: SV-2026-000003, SV-2026-000004.)

7. Load and dispatch​

On the trip details, record the Yüklendi (Loaded) event with Olay Kaydet (Record Event) (Durak (Stop) Seferin geneli (Whole trip), Zaman (Time) 07:30, Konum (Location) "Dudullu OSB — sevk rampası" (Dudullu OIZ — shipping ramp), Not (Note) "2 palet yüklendi" (2 pallets loaded)). Then, in the Yola Çıkar (Dispatch) dialog, enter Yola çıkış (Departure) 08:15 and click Yola Çıkar.

Dispatch dialog
  1. 1Departure time — now if empty
  2. 2Dispatch

The trip becomes Yolda (In Transit): the plan and the deliveries are frozen, and the Olaylar (Events) card shows Yüklendi (Loaded) and Yola çıktı (Dispatched). In Delivery Tracking the deliveries move to the Yolda (In Transit) stage.

Trip in transit — events
  1. 1Status: In transit
  2. 2Complete — arrival is written, trip closes
  3. 3Record Event — arrival, delivery, delay, problem
  4. 4Event timeline

A delay or problem on the road is recorded with the Gecikme bildirildi (Delay reported) / Sorun bildirildi (Problem reported) event (the screenshot above is from the Izmir trip TSM-2026-000002). Details: Dispatch a trip.

8. Record the deliveries and complete the trip​

At each stop, record Teslim edildi (Delivered) with Olay Kaydet (Record Event): stop 1 SV-2026-000003, Teslim Alan (Received By) "Depo Sorumlusu" (Warehouse Supervisor), 13:40; stop 2 SV-2026-000004, "Mal Kabul Sorumlusu" (Goods Receipt Supervisor), 15:10, Not (Note) "1 panonun kapağı ezik" (the cover of 1 panel is dented).

Record Event dialog — delivered
  1. 1Event
  2. 2Stop (delivery)
  3. 3Received by — required on delivery
  4. 4Time — now if empty

After the last stop, enter Varış (Arrival) 17:30 in the Tamamla (Complete) dialog. The trip becomes Tamamlandı (Completed); the Teslim (Delivery) column shows the delivery time and recipient for each stop.

Completed trip — deliveries and freight
  1. 1Status: Completed
  2. 2Load compared with capacity
  3. 3Delivery and receiver per stop
  4. 4Settled freight is not recalculated

Details: Record a trip event, Complete a trip.

9. Record the proof of delivery​

When the signed delivery notes come back, open Alındı Teyidi Kaydet (Record Proof of Delivery) on each delivery's details. The dialog suggests the delivery day and the recipient from the trip's delivery event.

  • SV-2026-000003: the accepted quantities are the same as the delivered quantities; Kaydet (Save).
  • SV-2026-000004: for MAM-0002, Kabul edilen (Accepted) 1, Sebep (Reason) Taşımada hasar (Damaged in transit), Not (Note) "1 pano kapağı ezik geldi; müşteri teslim almadı" (1 panel cover arrived dented; the customer did not accept it); Kaydet.
Proof of Delivery dialog
  1. 1Delivery date — cannot be in the future
  2. 2Received by — required
  3. 3Accepted quantity — prefilled with delivered
  4. 4Reason for short acceptance

The card becomes Teyit edildi (Confirmed); SV-2026-000004 shows Teslim edilen 2 · Kabul edilen 1 · Fark 1 · Taşımada hasar (Delivered 2 · Accepted 1 · Difference 1 · Damaged in transit).

Delivery with recorded proof of delivery — short acceptance
  1. 1Confirmation status
  2. 2Undo — only for unbilled deliveries
  3. 3Delivered vs accepted difference
  4. 4Difference reason

With a partial acceptance, the invoice is issued for the accepted quantity. In the Zamanında-Tam Teslim (On-Time In-Full) report, Güneş Enerji's line shows Zamanında %100 · Tam %0 (On time 100% · In full 0%). Taking the returned panel back into stock is a separate document (delivery correction or İade Al — Receive Return). If Alındı teyidinden sonra faturala (Invoice after proof of delivery) had been selected on the customer record, the deliveries would have been Teyit bekleniyor (Awaiting confirmation) before the confirmation and would not have been invoiced. Details: Record proof of delivery.

10. Settle the freight​

In Lojistik Yönetimi › Taşıma › Navlun Hesaplaşması Oluştur (Logistics › Transportation › Create Freight Settlement), select the Taşıyıcı (Carrier) Hızlı Hat; select TSM-2026-000001 (6.900,00 TRY), enter the Not (Note) "Kasım 1. hafta — Ankara seferi" (November week 1 — Ankara trip) and click Hesaplaşmayı Kaydet (Save Settlement).

Create Freight Settlement
  1. 1Carrier
  2. 2Currency — one per document
  3. 3Settlement date
  4. 4Completed trip with calculated freight
  5. 5Save Settlement

NHS-2026-000001 opens in Kaydedildi (Saved) status: Amount (excl. VAT) 6.900,00 TRY, VAT 1.380,00 TRY (KDV20 · 20%), Genel Toplam 8.280,00 TRY (Grand Total). The trip's Navlun (Freight) card now says "Hesaplaşıldı: NHS-2026-000001 — navlun yeniden hesaplanmaz." (Settled: NHS-2026-000001 — the freight is not recalculated.) The carrier's invoice is linked to this document in Finance.

Freight settlement detail
  1. 1Status
  2. 2Total incl. VAT
  3. 3Cancel — if not linked to an invoice

Details: Create a freight settlement.

Monitoring the process​

Lojistik Yönetimi › Giden Teslimat › Teslimat İzleme (Logistics › Outbound Delivery › Delivery Tracking) counts the deliveries stage by stage: awaiting goods issue, not assigned to a trip, planned trip, in transit, awaiting proof of delivery. Overdue deliveries appear with the Gecikmiş (Overdue) badge.

Delivery Monitor — stages
  1. 1Warehouse filter
  2. 2Look-back window
  3. 3Stage card — count and overdue
  4. 4Overdue delivery
  5. 5Reference check — shows, does not fix

For freight and delivery performance, see Logistics analytics (Freight Cost, On-Time In-Full).

FAQ / Troubleshooting​

Message or situationCause and solution
"Mal çıkışı kaydedilmemiş ya da iptal edilmiş teslimatla sefer yola çıkamaz: …" (A trip cannot be dispatched with a delivery whose goods issue has not been posted or that has been cancelled: …)Post the goods issue of the deliveries on the trip; remove the cancelled delivery from the trip.
"Taşıyıcıya verilen sefer taşıyıcı seçilmeden yola çıkamaz." (A trip given to a carrier cannot be dispatched before a carrier is selected.)Select the carrier with Taşıyıcı Seç › Ata (Select Carrier › Assign) or Düzenle (Edit).
"Kendi filomuzla yapılan sefer araç ve sürücü olmadan yola çıkamaz." (A trip with our own fleet cannot be dispatched without a vehicle and driver.)Select the vehicle and driver with Düzenle (Edit).
"Belgesiz sefer yola çıkamaz — en az bir teslimat atayın." (A trip without documents cannot be dispatched — assign at least one delivery.)Add a delivery to the trip.
"Şu belgeler başka bir seferde: …" (These documents are on another trip: …)A delivery can be on only one trip at a time; remove it from the other trip.
The Navlun (Freight) card shows "Seferde taşıyıcı yok." (The trip has no carrier.)Select the carrier; freight is calculated only for a carrier trip.
"Taşıyıcının seferin çıkış gününde geçerli navlun anlaşması yok." (The carrier has no freight agreement valid on the trip's departure day.)Check the agreement's validity period or the trip's departure day.
"Ölçüsü bilinmeyen dayanak hesaba girmez: …" (A basis with an unknown measure is not included in the calculation: …)Enter the distance on the trip and the weight and volume on the item record; Yeniden Hesapla (Recalculate).
"Sefer ya da anlaşma hesaptan sonra değişti — navlunu yeniden hesaplayın." (The trip or the agreement changed after the calculation — recalculate the freight.)Yeniden Hesapla (Recalculate) on the Navlun (Freight) card.
"Varış ve teslim bir durağın (belgenin) olayıdır — durağı seçin." (Arrival and delivery are events of a stop (document) — select the stop.)Select the Durak (Stop) in the event dialog.
"Teslim tarihi bugünden sonra olamaz." (The delivery date cannot be later than today.)The delivery date of the proof of delivery must be today or earlier.
"TSM-… tamamlanmadı — yalnız tamamlanmış sefer hesaplaşır." (TSM-… has not been completed — only a completed trip can be settled.)Tamamla (Complete) the trip first.
"Seferin navlunu NHS-… hesaplaşmasında — önce hesaplaşmayı iptal edin." (The trip's freight is in settlement NHS-… — cancel the settlement first.)Settled freight is not recalculated; cancel the settlement if necessary.
"Yalnız planlanan sefer iptal edilir — yola çıkmış sefer tamamlanır." (Only a planned trip can be cancelled — a dispatched trip is completed.)A trip in transit cannot be cancelled.
In Load Planning a delivery shows "Ağırlığı ya da hacmi bilinmiyor (ölçüsü tanımsız ürün) — kapasitesi tanımlı araca konamaz." (Weight or volume unknown (item without defined measures) — it cannot be put on a vehicle with a defined capacity.)Enter weight/volume on the item record, or create the trip manually.